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

Jacobi 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
2025
Q1 		– Sell
-3,631
Closed -$271K – 565
2024
Q4 		$271K Buy
3,631
+22
+0.6% +$1.67K 0.02% 484
2024
Q3 		$283K Sell
3,609
-141
-4% -$10.9K 0.02% 471
2024
Q2 		$281K Sell
3,750
-476
-11% -$35.4K 0.02% 424
2024
Q1 		$319K Buy
+4,226
New +$319K 0.03% 385
2021
Q4 		– Sell
-549
Closed -$49K – 519
2021
Q3 		$49K Sell
549
-811
-60% -$73.4K 0.01% 658
2021
Q2 		$122K Buy
1,360
+124
+10% +$11.1K 0.02% 451
2021
Q1 		$110K Sell
1,236
-948
-43% -$86.1K 0.02% 431
2020
Q4 		$203K Sell
2,184
-1,078
-33% -$100K 0.03% 313
2020
Q3 		$305K Buy
3,262
+1,118
+52% +$105K 0.05% 247
2020
Q2 		$200K Sell
2,144
-501
-19% -$45.9K 0.04% 283
2020
Q1 		$236K Buy
2,645
+1
+0% +$89 0.05% 238
2019
Q4 		$231K Sell
2,644
-82
-3% -$7.18K 0.04% 270
2019
Q3 		$240K Sell
2,726
-450
-14% -$39.3K 0.05% 255
2019
Q2 		$275K Buy
3,176
+69
+2% +$5.83K 0.06% 243
2019
Q1 		$261K Buy
3,107
+1
+0% +$82 0.07% 193
2018
Q4 		$253K Sell
3,106
-606
-16% -$48.5K 0.07% 189
2018
Q3 		$299K Sell
3,712
-424
-10% -$34.3K 0.08% 150
2018
Q2 		$335K Buy
4,136
+766
+23% +$61.9K 0.1% 136
2018
Q1 		$275K Buy
3,370
+2,639
+361% +$217K 0.08% 137
2017
Q4 		$61K Hold
731
– – 0.02% 335
2017
Q3 		$62K Hold
731
– – 0.02% 310
2017
Q2 		$61K Hold
731
– – 0.02% 280
2017
Q1 		$61K Hold
731
– – 0.03% 218
2016
Q4 		$61K Hold
731
– – 0.04% 200
2016
Q3 		$64K Hold
731
– – 0.03% 202
2016
Q2 		$65K Buy
+731
New +$63.2K 0.03% 199

Other funds holding BIV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return

Jacobi Capital Management's BIV Position: Q1 2025 in Review

Jacobi Capital Management sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q1 2025, closing a stake of 3,631 shares — an estimated $271K sold.

Jacobi Capital Management first reported a position in BIV in Q2 2016 and held it in 26 quarters. The position peaked at $335K in Q2 2018. 923 funds tracked by Wall St. Rank hold BIV as of Q1 2025.

  • Jacobi Capital Management reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Jacobi Capital Management sold 3,631 Vanguard Intermediate-Term Bond ETF shares in Q1 2025, an estimated $271K.
  • Jacobi Capital Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2016 and held it in 26 quarters.
  • Jacobi Capital Management's Vanguard Intermediate-Term Bond ETF position peaked at $335K in Q2 2018.
  • 923 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2025.

Based on Jacobi Capital Management's 13F filing for Q1 2025, filed 27 May 2025.