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

Apexium 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 Q3	$352K	Buy	4,507 +9	+0.2%	+$697	0.02%	227
2025 Q2	$348K	Buy	4,498 +9	+0.2%	+$685	0.02%	219
2025 Q1	$344K	Buy	4,489 +408	+10%	+$30.8K	0.02%	209
2024 Q4	$305K	Buy	4,081 +5	+0.1%	+$380	0.02%	208
2024 Q3	$319K	Sell	4,076 -1,130	-22%	-$87.1K	0.02%	182
2024 Q2	$390K	Buy	+5,206	New	+$387K	0.03%	154

Other funds holding BIV

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

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

Apexium Financial's BIV Position: Q3 2025 in Review

Apexium Financial increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 0.2% in Q3 2025, buying an estimated $697 and bringing the position to 4,507 shares worth $352K. The position accounts for 0.02% of the portfolio, ranked #227.

Apexium Financial first reported a position in BIV in Q2 2024 and has held it in 6 quarters since. The position peaked at $390K in Q2 2024. 924 funds tracked by Wall St. Rank hold BIV as of Q3 2025.

Apexium Financial held 4,507 shares of Vanguard Intermediate-Term Bond ETF worth $352K as of Q3 2025.
Apexium Financial bought 9 Vanguard Intermediate-Term Bond ETF shares in Q3 2025, an estimated $697.
Vanguard Intermediate-Term Bond ETF made up 0.02% of Apexium Financial's portfolio in Q3 2025, its #227 holding.
Apexium Financial first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2024 and has held it in 6 quarters since.
Apexium Financial's Vanguard Intermediate-Term Bond ETF position peaked at $390K in Q2 2024.
924 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2025.

Based on Apexium Financial's 13F filing for Q3 2025, filed 18 Nov 2025.