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

Broadway 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
Q1 		– Sell
-5,618
Closed -$420K – 89
2024
Q4 		$420K Buy
+5,618
New +$427K 0.32% 31

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BCMIO
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TLFA
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Broadway Wealth Solutions's BIV Position: Q1 2025 in Review

Broadway Wealth Solutions sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q1 2025, closing a stake of 5,618 shares — an estimated $420K sold.

Broadway Wealth Solutions first reported a position in BIV in Q4 2024 and held it in 1 quarter. The position peaked at $420K in Q4 2024. 921 funds tracked by Wall St. Rank hold BIV as of Q1 2025.

  • Broadway Wealth Solutions reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Broadway Wealth Solutions sold 5,618 Vanguard Intermediate-Term Bond ETF shares in Q1 2025, an estimated $420K.
  • Broadway Wealth Solutions first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2024 and held it in 1 quarter.
  • Broadway Wealth Solutions's Vanguard Intermediate-Term Bond ETF position peaked at $420K in Q4 2024.
  • 921 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2025.

Based on Broadway Wealth Solutions's 13F filing for Q1 2025, filed 14 Apr 2025.