Avantax Advisory Services’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Avantax Advisory Services’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	$11.1M	Buy	143,702 +13,756	+11%	+$1.05M	0.06%	251
2025 Q1	$9.95M	Sell	129,946 -10,543	-8%	-$795K	0.06%	247
2024 Q4	$10.5M	Sell	140,489 -87,958	-39%	-$6.69M	0.07%	215
2024 Q3	$17.9M	Sell	228,447 -16,825	-7%	-$1.3M	0.12%	134
2024 Q2	$18.4M	Sell	245,272 -177,337	-42%	-$13.2M	0.13%	117
2024 Q1	$31.9M	Buy	422,609 +5,440	+1%	+$410K	0.28%	50
2023 Q4	$31.9M	Buy	417,169 +64,380	+18%	+$4.72M	0.32%	36
2023 Q3	$25.5M	Buy	352,789 +24,252	+7%	+$1.79M	0.29%	43
2023 Q2	$24.7M	Buy	328,537 +79,785	+32%	+$6.08M	0.28%	48
2023 Q1	$19.1M	Buy	248,752 +211,496	+568%	+$16M	0.23%	71
2022 Q4	$2.77M	Sell	37,256 -993	-3%	-$73.6K	0.04%	346
2022 Q3	$2.81M	Buy	38,249 +3,093	+9%	+$239K	0.04%	312
2022 Q2	$2.73M	Sell	35,156 -14,471	-29%	-$1.13M	0.04%	313
2022 Q1	$4.07M	Sell	49,627 -130,903	-73%	-$11.1M	0.06%	240
2021 Q4	$15.8M	Sell	180,530 -16,639	-8%	-$1.48M	0.24%	66
2021 Q3	$17.6M	Buy	197,169 +6,855	+4%	+$621K	0.29%	53
2021 Q2	$17.1M	Buy	190,314 +11,662	+7%	+$1.04M	0.31%	52
2021 Q1	$15.8M	Buy	178,652 +16,486	+10%	+$1.5M	0.34%	49
2020 Q4	$15.1M	Sell	162,166 -5,481	-3%	-$510K	0.36%	47
2020 Q3	$15.7M	Buy	167,647 +78,826	+89%	+$7.38M	0.25%	74
2020 Q2	$8.28M	Buy	88,821 +75,235	+554%	+$6.89M	0.24%	74
2020 Q1	$1.21M	Buy	13,586 +4,293	+46%	+$381K	0.04%	268
2019 Q4	$810K	Buy	+9,293	New	+$814K	0.02%	379
2019 Q3	–	Sell	-2,307	Closed	-$200K	–	572
2019 Q2	$200K	Buy	+2,307	New	+$195K	0.01%	487
2019 Q1	–	Sell	-4,297	Closed	-$351K	–	485
2018 Q4	$351K	Buy	+4,297	New	+$344K	0.06%	273

Other funds holding BIV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

TLFA

True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Avantax Advisory Services's BIV Position: Q2 2025 in Review

Avantax Advisory Services increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 11% in Q2 2025, buying an estimated $1.05M and bringing the position to 143,702 shares worth $11.1M. The position accounts for 0.06% of the portfolio, ranked #251.

Avantax Advisory Services first reported a position in BIV in Q4 2018 and has held it in 25 quarters since. The position peaked at $31.9M in Q1 2024. 932 funds tracked by Wall St. Rank hold BIV as of Q2 2025.

Avantax Advisory Services held 143,702 shares of Vanguard Intermediate-Term Bond ETF worth $11.1M as of Q2 2025.
Avantax Advisory Services bought 13,756 Vanguard Intermediate-Term Bond ETF shares in Q2 2025, an estimated $1.05M.
Vanguard Intermediate-Term Bond ETF made up 0.06% of Avantax Advisory Services's portfolio in Q2 2025, its #251 holding.
Avantax Advisory Services first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2018 and has held it in 25 quarters since.
Avantax Advisory Services's Vanguard Intermediate-Term Bond ETF position peaked at $31.9M in Q1 2024.
932 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.