Bristlecone Advisors’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Bristlecone Advisors’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 Q3	–	Sell	-1,307	Closed	-$101K	–	236
2025 Q2	$101K	Hold	1,307	–	–	0.01%	234
2025 Q1	$100K	Hold	1,307	–	–	0.01%	296
2024 Q4	$97.7K	Hold	1,307	–	–	0.01%	294
2024 Q3	$102K	Buy	+1,307	New	+$101K	0.01%	298
2022 Q2	–	Sell	-2,942	Closed	-$241K	–	243
2022 Q1	$241K	Hold	2,942	–	–	0.03%	210
2021 Q4	$258K	Hold	2,942	–	–	0.03%	200
2021 Q3	$263K	Hold	2,942	–	–	0.03%	188
2021 Q2	$265K	Buy	+2,942	New	+$263K	0.04%	188

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

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

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

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

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

Bristlecone Advisors's BIV Position: Q3 2025 in Review

Bristlecone Advisors sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q3 2025, closing a stake of 1,307 shares — an estimated $101K sold.

Bristlecone Advisors first reported a position in BIV in Q2 2021 and held it in 8 quarters. The position peaked at $265K in Q2 2021. 924 funds tracked by Wall St. Rank hold BIV as of Q3 2025.

Bristlecone Advisors reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q3 2025 after selling out during the quarter.
Bristlecone Advisors sold 1,307 Vanguard Intermediate-Term Bond ETF shares in Q3 2025, an estimated $101K.
Bristlecone Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2021 and held it in 8 quarters.
Bristlecone Advisors's Vanguard Intermediate-Term Bond ETF position peaked at $265K in Q2 2021.
924 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2025.

Based on Bristlecone Advisors's 13F filing for Q3 2025, filed 24 Oct 2025.