Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Vista Cima Wealth Management »

Vanguard Intermediate-Term Bond ETF shares owned by Vista Cima Wealth Management

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

Historical chart of Vista Cima 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 Vista Cima Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

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

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$1.3M	16k	78.09
2025-06-30	$1.2M	16k	77.34
2025-03-31	$1.2M	16k	76.57
2024-12-31	$1.1M	15k	74.73

More positions owned by Vista Cima Wealth Management

Invesco Qqq Tr Unit Ser 1 (QQQ)

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)

Vanguard Index Fds Mid Cap Etf (VO)

Ishares Tr Core Div Grwth (DGRO)

Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)

Ishares Tr Us Sml Cap Eqt (SMLF)

Spdr Index Shs Fds Portfolio Devlpd (SPDW)

Schwab Strategic Tr Us Dividend Eq (SCHD)

Lattice Strategies Tr Hartford Us Eqty (ROUS)

Apple (AAPL)

NVIDIA Corporation (NVDA)

Microsoft Corporation (MSFT)

Ishares Tr Core Msci Eafe (IEFA)

Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)

Ishares Tr Agency Bond Etf (AGZ)

View all positions for Vista Cima Wealth Management

Top funds holding Vanguard Intermediate-Term Bond ETF

Wells Fargo & Company

Envestnet Asset Management

Northwestern Mutual Wealth Management Company

True Link Financial Advisors

Baird Financial

Ameriprise Financial

United Capital Financial Advisers

Mather Group

Tiaa Trust, National Association

Envestnet Portfolio Solutions

Raymond James Financial

View all funds holding Vanguard Intermediate-Term Bond ETF

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z