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Alesco Advisors’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Alesco Advisors’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
Q2 		– Sell
-2,649
Closed -$203K – 194
2025
Q1 		$203K Sell
2,649
-234
-8% -$17.7K 0.01% 179
2024
Q4 		$215K Sell
2,883
-27
-0.9% -$2.05K 0.01% 175
2024
Q3 		$228K Sell
2,910
-214
-7% -$16.5K 0.01% 171
2024
Q2 		$234K Sell
3,124
-263
-8% -$19.5K 0.01% 169
2024
Q1 		$255K Sell
3,387
-115
-3% -$8.67K 0.01% 162
2023
Q4 		$267K Sell
3,502
-8,698
-71% -$637K 0.01% 154
2023
Q3 		$882K Sell
12,200
-20
-0.2% -$1.48K 0.03% 90
2023
Q2 		$919K Sell
12,220
-130
-1% -$9.9K 0.03% 87
2023
Q1 		$948K Sell
12,350
-4,375
-26% -$331K 0.03% 86
2022
Q4 		$1.24M Buy
+16,725
New +$1.24M 0.05% 70
2022
Q3 		– Sell
-6,645
Closed -$516K – 149
2022
Q2 		$516K Buy
+6,645
New +$521K 0.02% 104
2016
Q1 		– Sell
-4,400
Closed -$365K – 106
2015
Q4 		$365K Buy
+4,400
New +$370K 0.03% 87

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
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
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 $1.62B AUM 8.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Alesco Advisors's BIV Position: Q2 2025 in Review

Alesco Advisors sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q2 2025, closing a stake of 2,649 shares — an estimated $203K sold.

Alesco Advisors first reported a position in BIV in Q4 2015 and held it in 12 quarters. The position peaked at $1.24M in Q4 2022. 931 funds tracked by Wall St. Rank hold BIV as of Q2 2025.

  • Alesco Advisors reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Alesco Advisors sold 2,649 Vanguard Intermediate-Term Bond ETF shares in Q2 2025, an estimated $203K.
  • Alesco Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2015 and held it in 12 quarters.
  • Alesco Advisors's Vanguard Intermediate-Term Bond ETF position peaked at $1.24M in Q4 2022.
  • 931 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2025.

Based on Alesco Advisors's 13F filing for Q2 2025, filed 9 Jul 2025.