Harfst & Associates’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Harfst & Associates’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 Q2	–	Sell	-8,322	Closed	-$738K	–	134
2021 Q1	$738K	Buy	+8,322	New	+$756K	0.22%	91
2018 Q2	–	Sell	-20,602	Closed	-$1.68M	–	83
2018 Q1	$1.68M	Sell	20,602 -3,723	-15%	-$305K	0.69%	13
2017 Q4	$2.04M	Sell	24,325 -7,225	-23%	-$609K	0.83%	12
2017 Q3	$2.67M	Buy	31,550 +1,171	+4%	+$99.4K	1.11%	12
2017 Q2	$2.57M	Buy	30,379 +568	+2%	+$48K	1.04%	14
2017 Q1	$2.49M	Sell	29,811 -373	-1%	-$31.1K	1.08%	14
2016 Q4	$2.51M	Buy	30,184 +3,825	+15%	+$325K	1.25%	12
2016 Q3	$2.31M	Buy	26,359 +8,468	+47%	+$743K	1.22%	11
2016 Q2	$1.57M	Buy	17,891 +7,069	+65%	+$611K	0.64%	39
2016 Q1	$933K	Buy	10,822 +7,916	+272%	+$671K	0.61%	15
2015 Q4	$241K	Sell	2,906 -243	-8%	-$20.5K	0.1%	88
2015 Q3	$267K	Sell	3,149 -1,180	-27%	-$99.3K	0.12%	83
2015 Q2	$363K	Buy	+4,329	New	+$368K	0.2%	27

Other funds holding BIV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

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

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

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

Harfst & Associates's BIV Position: Q2 2021 in Review

Harfst & Associates sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q2 2021, closing a stake of 8,322 shares — an estimated $738K sold.

Harfst & Associates first reported a position in BIV in Q2 2015 and held it in 13 quarters. The position peaked at $2.67M in Q3 2017. 638 funds tracked by Wall St. Rank hold BIV as of Q2 2021.

Harfst & Associates reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q2 2021 after selling out during the quarter.
Harfst & Associates sold 8,322 Vanguard Intermediate-Term Bond ETF shares in Q2 2021, an estimated $738K.
Harfst & Associates first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2015 and held it in 13 quarters.
Harfst & Associates's Vanguard Intermediate-Term Bond ETF position peaked at $2.67M in Q3 2017.
638 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2021.

Based on Harfst & Associates's 13F filing for Q2 2021, filed 11 Aug 2021.