Gables Capital Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Gables Capital Management’s Portfolio BIV Stock Details BIV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-210	Closed	-$19K	–	345
2021 Q3	$19K	Hold	210	–	–	0.01%	259
2021 Q2	$19K	Hold	210	–	–	0.01%	264
2021 Q1	$19K	Hold	210	–	–	0.01%	284
2020 Q4	$19K	Hold	210	–	–	0.01%	269
2020 Q3	$20K	Hold	210	–	–	0.01%	265
2020 Q2	$20K	Hold	210	–	–	0.01%	250
2020 Q1	$19K	Hold	210	–	–	0.02%	252
2019 Q4	$18K	Hold	210	–	–	0.01%	259
2019 Q3	$18K	Hold	210	–	–	0.01%	260
2019 Q2	$18K	Hold	210	–	–	0.01%	244
2019 Q1	$18K	Hold	210	–	–	0.01%	250
2018 Q4	$17K	Buy	+210	New	+$16.8K	0.01%	243

Other funds holding BIV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Gables Capital Management's BIV Position: Q4 2021 in Review

Gables Capital Management sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q4 2021, closing a stake of 210 shares — an estimated $19K sold.

Gables Capital Management first reported a position in BIV in Q4 2018 and held it in 12 quarters. The position peaked at $20K in Q3 2020. 721 funds tracked by Wall St. Rank hold BIV as of Q4 2021.

Gables Capital Management reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q4 2021 after selling out during the quarter.
Gables Capital Management sold 210 Vanguard Intermediate-Term Bond ETF shares in Q4 2021, an estimated $19K.
Gables Capital Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2018 and held it in 12 quarters.
Gables Capital Management's Vanguard Intermediate-Term Bond ETF position peaked at $20K in Q3 2020.
721 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q4 2021.

Based on Gables Capital Management's 13F filing for Q4 2021, filed 9 Feb 2022.