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

Brightwater Advisory’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	-2,988	Closed	-$233K	–	60
2025 Q3	$233K	Hold	2,988	–	–	0.16%	58
2025 Q2	$231K	Hold	2,988	–	–	0.17%	60
2025 Q1	$229K	Buy	2,988 +10	+0.3%	+$754	0.18%	57
2024 Q4	$223K	Buy	2,978 +38	+1%	+$2.89K	0.17%	57
2024 Q3	$230K	Buy	2,940 +27	+0.9%	+$2.08K	0.17%	59
2024 Q2	$218K	Buy	2,913 +27	+0.9%	+$2.01K	0.17%	58
2024 Q1	$218K	Buy	+2,886	New	+$218K	0.17%	55

Other funds holding BIV

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $1.73B AUM 9.28% 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

Brightwater Advisory's BIV Position: Q4 2025 in Review

Brightwater Advisory sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q4 2025, closing a stake of 2,988 shares — an estimated $233K sold.

Brightwater Advisory first reported a position in BIV in Q1 2024 and held it in 7 quarters. The position peaked at $233K in Q3 2025. 977 funds tracked by Wall St. Rank hold BIV as of Q4 2025.

Brightwater Advisory reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q4 2025 after selling out during the quarter.
Brightwater Advisory sold 2,988 Vanguard Intermediate-Term Bond ETF shares in Q4 2025, an estimated $233K.
Brightwater Advisory first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2024 and held it in 7 quarters.
Brightwater Advisory's Vanguard Intermediate-Term Bond ETF position peaked at $233K in Q3 2025.
977 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q4 2025.

Based on Brightwater Advisory's 13F filing for Q4 2025, filed 12 Feb 2026.