Cwm LLC increased its position in Vanguard Intermediate-Term Bond ETF (NYSEARCA:BIV) by 294.2% in the undefined quarter, according to the company in its most recent filing with the SEC. The fund owned 58,601 shares of the company's stock after acquiring an additional 43,735 shares during the quarter. Cwm LLC's holdings in Vanguard
Cambridge Capital Management LLC increased its position in Vanguard Intermediate-Term Bond ETF (NYSEARCA:BIV) by 5.7% in the undefined quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 213,907 shares of the company's stock after purchasing an additional 11,624 shares during the
Betterment LLC increased its holdings in Vanguard Intermediate-Term Bond ETF (NYSEARCA:BIV) by 7.2% in the undefined quarter, according to its most recent disclosure with the SEC. The firm owned 282,041 shares of the company's stock after acquiring an additional 19,017 shares during the period. Betterment LLC owned approximately 0.09% of Vanguard Intermediate-Term
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 12,207 | $932,654.6 | $928,953.92 | -$3,700.68 | -0.4% |
| TMB Timothy M. Bidwell Hazlett, BURT & WATSON Inc. | 155 | $11,683.95 | $11,795.52 | $111.57 | 0.95% |
| CE Curtis Ellergodt Rothschild Investment LLC | 17,480 | $1.33M | $1.33M | -$3,844.69 | -0.29% |
| TM Tom McDonald Richards, MERRILL & PETERSON Inc. | 28 | $2,181 | $2,131.64 | -$49.36 | -2.26% |
| PB Patricia Buchholtz ECLECTIC ASSOCIATES Inc. /ADV | 38,242 | $2.86M | $2.91M | $52,287.69 | 1.83% |
| ARCA Exchange | US Country |
This index encompasses a diversified portfolio of U.S. government, investment-grade corporate, and investment-grade international dollar-denominated bonds. Specifically targeting bonds with maturities ranging from 5 to 10 years, it offers investors a structured approach to medium-term fixed income investment. The strategy behind the fund is meticulously designed to ensure a broad representation of the medium-term bond market. By employing a sampling process, it selects investments that closely replicate the performance and risk characteristics of the full index while ensuring liquidity and efficient management. The commitment to invest at least 80% of assets in bonds that are constituents of the index underscores a disciplined investment philosophy and focus on alignment with the index's objectives.
The index offers distinct investment solutions through its carefully curated selection of bonds, leveraging a comprehensive sampling process to achieve its objectives. The following are the main investment vehicles within its portfolio: