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

Aveo Capital 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
Q2 		– Sell
-30,104
Closed -$2.3M – 23
2025
Q1 		$2.3M Sell
30,104
-9,584
-24% -$723K 0.38% 51
2024
Q4 		$2.97M Sell
39,688
-218
-0.5% -$16.6K 0.32% 75
2024
Q3 		$3.13M Buy
39,906
+1,070
+3% +$82.5K 0.33% 78
2024
Q2 		$2.91M Buy
38,836
+618
+2% +$45.9K 0.33% 77
2024
Q1 		$2.83M Sell
38,218
-2,463
-6% -$186K 0.31% 83
2023
Q4 		$3.11M Sell
40,681
-17,206
-30% -$1.26M 0.37% 80
2023
Q3 		$4.19M Buy
57,887
+26,305
+83% +$1.95M 0.55% 55
2023
Q2 		$2.38M Sell
31,582
-4,185
-12% -$319K 0.3% 83
2023
Q1 		$2.74M Buy
35,767
+4,605
+15% +$349K 0.37% 70
2022
Q4 		$2.32M Sell
31,162
-2,813
-8% -$208K 0.35% 65
2022
Q3 		$2.5M Sell
33,975
-9,523
-22% -$737K 0.43% 60
2022
Q2 		$3.38M Buy
43,498
+38,336
+743% +$3.01M 0.55% 47
2022
Q1 		$423K Buy
5,162
+2,666
+107% +$225K 0.07% 194
2021
Q4 		$219K Sell
2,496
-18
-0.7% -$1.6K 0.04% 257
2021
Q3 		$225K Buy
+2,514
New +$228K 0.05% 233
2017
Q1 		– Sell
-2,735
Closed -$227K – 138
2016
Q4 		$227K Buy
+2,735
New +$232K 0.06% 192

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 $1.73B AUM 9.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Aveo Capital Partners's BIV Position: Q2 2025 in Review

Aveo Capital Partners sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q2 2025, closing a stake of 30,104 shares — an estimated $2.3M sold.

Aveo Capital Partners first reported a position in BIV in Q4 2016 and held it in 16 quarters. The position peaked at $4.19M in Q3 2023. 932 funds tracked by Wall St. Rank hold BIV as of Q2 2025.

  • Aveo Capital Partners reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Aveo Capital Partners sold 30,104 Vanguard Intermediate-Term Bond ETF shares in Q2 2025, an estimated $2.3M.
  • Aveo Capital Partners first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2016 and held it in 16 quarters.
  • Aveo Capital Partners's Vanguard Intermediate-Term Bond ETF position peaked at $4.19M in Q3 2023.
  • 932 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2025.

Based on Aveo Capital Partners's 13F filing for Q2 2025.