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

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Bank of America

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Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Baird Financial Group

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Jones Financial Companies

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return