AWM
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Accredited Wealth Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Accredited Wealth Management’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
Q3 		$135K Buy
35,262
+33,527
+1,932% +$2.6M 0.1% 84
2025
Q2 		$134K Hold
1,735
– – 0.11% 84
2025
Q1 		$133K Hold
1,735
– – 0.11% 71
2024
Q4 		$130K Buy
+1,735
New +$132K 0.11% 84

Other funds holding BIV

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.62B AUM 8.33% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Accredited Wealth Management's BIV Position: Q3 2025 in Review

Accredited Wealth Management increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 1,932% in Q3 2025, buying an estimated $2.6M and bringing the position to 35,262 shares worth $135K. The position accounts for 0.1% of the portfolio, ranked #84.

Accredited Wealth Management first reported a position in BIV in Q4 2024 and has held it in 4 quarters since. 924 funds tracked by Wall St. Rank hold BIV as of Q3 2025.

  • Accredited Wealth Management held 35,262 shares of Vanguard Intermediate-Term Bond ETF worth $135K as of Q3 2025.
  • Accredited Wealth Management bought 33,527 Vanguard Intermediate-Term Bond ETF shares in Q3 2025, an estimated $2.6M.
  • Vanguard Intermediate-Term Bond ETF made up 0.1% of Accredited Wealth Management's portfolio in Q3 2025, its #84 holding.
  • Accredited Wealth Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2024 and has held it in 4 quarters since.
  • 924 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2025.

Based on Accredited Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.