Brady Martz Wealth Solutions’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Brady Martz Wealth Solutions’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 Q4	–	Sell	-2,584	Closed	-$202K	–	174
2025 Q3	$202K	Sell	2,584 -116	-4%	-$8.98K	0.04%	149
2025 Q2	$209K	Sell	2,700 -242	-8%	-$18.4K	0.04%	146
2025 Q1	$225K	Sell	2,942 -407	-12%	-$30.7K	0.05%	135
2024 Q4	$247K	Buy	+3,349	New	+$255K	0.06%	134

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

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

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

TLFA

True Link Financial Advisors San Francisco, California $1.62B AUM 8.33% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Brady Martz Wealth Solutions's BIV Position: Q4 2025 in Review

Brady Martz Wealth Solutions sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q4 2025, closing a stake of 2,584 shares — an estimated $202K sold.

Brady Martz Wealth Solutions first reported a position in BIV in Q4 2024 and held it in 4 quarters. The position peaked at $247K in Q4 2024. 976 funds tracked by Wall St. Rank hold BIV as of Q4 2025.

Brady Martz Wealth Solutions reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q4 2025 after selling out during the quarter.
Brady Martz Wealth Solutions sold 2,584 Vanguard Intermediate-Term Bond ETF shares in Q4 2025, an estimated $202K.
Brady Martz Wealth Solutions first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2024 and held it in 4 quarters.
Brady Martz Wealth Solutions's Vanguard Intermediate-Term Bond ETF position peaked at $247K in Q4 2024.
976 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q4 2025.

Based on Brady Martz Wealth Solutions's 13F filing for Q4 2025, filed 15 Jan 2026.