360 Financial’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

360 Financial’s Portfolio BIV Stock Details BIV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-17,939	Closed	-$1.51M	–	79
2025 Q3	$1.51M	Buy	17,939 +193	+1%	+$14.9K	0.49%	26
2025 Q2	$1.47M	Sell	17,746 -583	-3%	-$44.4K	0.46%	28
2025 Q1	$1.5M	Sell	18,329 -8	-0%	-$604	0.54%	26
2024 Q4	$1.47M	Buy	18,337 +235	+1%	+$17.9K	0.53%	27
2024 Q3	$1.52M	Buy	+18,102	New	+$1.4M	0.56%	26
2023 Q4	–	Sell	-30,008	Closed	-$2.26M	–	83
2023 Q3	$2.26M	Buy	+30,008	New	+$2.22M	1.4%	13

Other funds holding BIV

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

TLFA

True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

360 Financial's BIV Position: Q4 2025 in Review

360 Financial sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q4 2025, closing a stake of 17,939 shares — an estimated $1.51M sold.

360 Financial first reported a position in BIV in Q3 2023 and held it in 6 quarters. The position peaked at $2.26M in Q3 2023. 978 funds tracked by Wall St. Rank hold BIV as of Q4 2025.

360 Financial reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q4 2025 after selling out during the quarter.
360 Financial sold 17,939 Vanguard Intermediate-Term Bond ETF shares in Q4 2025, an estimated $1.51M.
360 Financial first reported a position in Vanguard Intermediate-Term Bond ETF in Q3 2023 and held it in 6 quarters.
360 Financial's Vanguard Intermediate-Term Bond ETF position peaked at $2.26M in Q3 2023.
978 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q4 2025.

Based on 360 Financial's 13F filing for Q4 2025, filed 10 Feb 2026.