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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
2023-12-31 $7.2M 94k 76.38

More positions owned by Concentric Wealth Management

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

View all positions for Concentric Wealth Management

Top funds holding Vanguard Intermediate-Term Bond ETF

Goldman Sachs Group
Wells Fargo & Company
Bank of America Corporation
True Link Financial Advisors
Mather Group
United Capital Financial Advisers
Baird Financial
Envestnet Portfolio Solutions
Advisor Group Holdings
Lincoln National
Royal Bank of Canada
UBS Group
Diana Davis Spencer Foundation
Tiaa Trust, National Association
Bank of New York Mellon

View all funds holding Vanguard Intermediate-Term Bond ETF