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Adero Partners’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Adero Partners’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
Q1 		$2.58M Buy
33,673
+1,169
+4% +$88.2K 0.17% 53
2024
Q4 		$2.43M Buy
32,504
+410
+1% +$31.2K 0.16% 56
2024
Q3 		$2.52M Buy
32,094
+870
+3% +$67.1K 0.17% 52
2024
Q2 		$2.34M Sell
31,224
-236
-0.8% -$17.5K 0.17% 51
2024
Q1 		$2.37M Buy
31,460
+1,715
+6% +$129K 0.18% 54
2023
Q4 		$2.27M Sell
29,745
-1,547
-5% -$113K 0.19% 58
2023
Q3 		$2.26M Buy
31,292
+492
+2% +$36.4K 0.22% 49
2023
Q2 		$2.32M Sell
30,800
-1,834
-6% -$140K 0.23% 51
2023
Q1 		$2.5M Buy
32,634
+19,536
+149% +$1.48M 0.27% 44
2022
Q4 		$973K Buy
13,098
+9,432
+257% +$699K 0.12% 67
2022
Q3 		$264K Sell
3,666
-2,717
-43% -$210K 0.03% 128
2022
Q2 		$499K Sell
6,383
-2,945
-32% -$231K 0.07% 87
2022
Q1 		$764K Buy
9,328
+5,021
+117% +$424K 0.11% 76
2021
Q4 		$377K Buy
4,307
+140
+3% +$12.4K 0.06% 120
2021
Q3 		$373K Buy
4,167
+51
+1% +$4.62K 0.07% 110
2021
Q2 		$370K Buy
4,116
+389
+10% +$34.7K 0.09% 101
2021
Q1 		$331K Buy
3,727
+84
+2% +$7.63K 0.15% 88
2020
Q4 		$338K Hold
3,643
– – 0.29% 55
2020
Q3 		$341K Hold
3,643
– – 0.27% 62
2020
Q2 		$339K Sell
3,643
-2,400
-40% -$220K 0.35% 52
2020
Q1 		$540K Hold
6,043
– – 0.89% 30
2019
Q4 		$527K Buy
+6,043
New +$529K 0.59% 41

Other funds holding BIV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return

Adero Partners's BIV Position: Q1 2025 in Review

Adero Partners increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 3.6% in Q1 2025, buying an estimated $88.2K and bringing the position to 33,673 shares worth $2.58M. The position accounts for 0.17% of the portfolio, ranked #53.

Adero Partners first reported a position in BIV in Q4 2019 and has held it in 22 quarters since. 922 funds tracked by Wall St. Rank hold BIV as of Q1 2025.

  • Adero Partners held 33,673 shares of Vanguard Intermediate-Term Bond ETF worth $2.58M as of Q1 2025.
  • Adero Partners bought 1,169 Vanguard Intermediate-Term Bond ETF shares in Q1 2025, an estimated $88.2K.
  • Vanguard Intermediate-Term Bond ETF made up 0.17% of Adero Partners's portfolio in Q1 2025, its #53 holding.
  • Adero Partners first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2019 and has held it in 22 quarters since.
  • 922 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2025.

Based on Adero Partners's 13F filing for Q1 2025, filed 17 Apr 2025.