Vanguard Intermediate-Term Bond ETF shares owned by Caldwell Trust
Quarter-by-quarter ownership of Vanguard Intermediate-Term Bond ETF (BIV) shares owned by Caldwell Trust
from 13F filings
Historical chart of Caldwell Trust investment in Vanguard Intermediate-Term Bond ETF
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Quarterly reported holdings in Vanguard Intermediate-Term Bond ETF by Caldwell Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.3M | 16k | 78.09 |
| 2021-12-31 | $172k | 2.0k | 87.62 |
| 2021-09-30 | $187k | 2.1k | 89.44 |
| 2021-06-30 | $188k | 2.1k | 89.96 |
| 2021-03-31 | $249k | 2.8k | 88.73 |
| 2020-12-31 | $94k | 1.0k | 92.85 |
| 2020-09-30 | $95k | 1.0k | 93.48 |
| 2020-06-30 | $115k | 1.2k | 93.19 |
| 2020-03-31 | $110k | 1.2k | 89.33 |
| 2019-12-31 | $108k | 1.2k | 87.22 |
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