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Vanguard Intermediate-Term Bond ETF shares owned by Concentric Wealth Management

Quarter-by-quarter ownership of Vanguard Intermediate-Term Bond ETF (BIV) shares owned by Concentric Wealth Management from 13F filings

Historical chart of Concentric Wealth Management investment in Vanguard Intermediate-Term Bond ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Intermediate-Term Bond ETF held by Concentric Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Intermediate-Term Bond ETF by Concentric Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $8.1M 104k 78.37
2024-06-30 $7.5M 100k 74.89
2024-03-31 $7.6M 101k 75.40
2023-12-31 $7.2M 94k 76.38

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American Centy Etf Tr Us Sml Cp Valu (AVUV)
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Ishares Core Msci Eafe Etf core msci eafe (IEFA)
Ishares Inc core msci emkt (IEMG)
Alphabet Inc Class A cs (GOOGL)
Oracle Corporation (ORCL)
Abbvie (ABBV)
JPMorgan Chase & Co. (JPM)
Visa (V)
Procter & Gamble Company (PG)
Amgen (AMGN)
iShares Barclays Inter Crd Bd Fund ETF) (IGIB)
Johnson & Johnson (JNJ)
Vanguard Intermediate-Term Bond ETF (BIV)

View all positions for Concentric Wealth Management

Top funds holding Vanguard Intermediate-Term Bond ETF

Envestnet Asset Management
Northwestern Mutual Wealth Management Company
Wells Fargo & Company
Goldman Sachs Group
Bank of America Corporation
True Link Financial Advisors
LPL Financial
Ameriprise Financial
EP Wealth Advisors
Baird Financial
Mather Group
United Capital Financial Advisers
Envestnet Portfolio Solutions
Tiaa Trust, National Association
Lincoln National

View all funds holding Vanguard Intermediate-Term Bond ETF