AC
BIV icon

Addison Capital’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Addison Capital’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 		– Sell
-2,738
Closed -$212K – 144
2025
Q2 		$212K Sell
2,738
-6
-0.2% -$457 0.07% 138
2025
Q1 		$210K Sell
2,744
-100
-4% -$7.54K 0.08% 134
2024
Q4 		$213K Sell
2,844
-160
-5% -$12.2K 0.08% 128
2024
Q3 		$235K Hold
3,004
– – 0.1% 127
2024
Q2 		$225K Sell
3,004
-58
-2% -$4.31K 0.1% 129
2024
Q1 		$231K Sell
3,062
-293
-9% -$22.1K 0.11% 114
2023
Q4 		$256K Sell
3,355
-9
-0.3% -$659 0.16% 92
2023
Q3 		$243K Buy
3,364
+662
+25% +$49K 0.19% 85
2023
Q2 		$203K Buy
+2,702
New +$206K 0.14% 95

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