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Aventura Private Wealth’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Aventura Private Wealth’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 		– Sell
-2
Closed -$149 – 786
2024
Q4 		$149 Buy
+2
New +$152 ﹤0.01% 735

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Northwestern Mutual Wealth Management
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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 $1.62B AUM 8.33% 1-Year Est. Return

Aventura Private Wealth's BIV Position: Q1 2025 in Review

Aventura Private Wealth sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q1 2025, closing a stake of 2 shares — an estimated $149 sold.

Aventura Private Wealth first reported a position in BIV in Q4 2024 and held it in 1 quarter. The position peaked at $149 in Q4 2024. 921 funds tracked by Wall St. Rank hold BIV as of Q1 2025.

  • Aventura Private Wealth reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Aventura Private Wealth sold 2 Vanguard Intermediate-Term Bond ETF shares in Q1 2025, an estimated $149.
  • Aventura Private Wealth first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2024 and held it in 1 quarter.
  • Aventura Private Wealth's Vanguard Intermediate-Term Bond ETF position peaked at $149 in Q4 2024.
  • 921 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2025.

Based on Aventura Private Wealth's 13F filing for Q1 2025, filed 7 Jan 2026.