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Bull Oak Capital’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Bull Oak Capital’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
2024
Q4 		– Sell
-1,308
Closed -$103K – 34
2024
Q3 		$103K Buy
+1,308
New +$101K 0.06% 33

Other funds holding BIV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $1.62B AUM 8.33% 1-Year Est. Return

Bull Oak Capital's BIV Position: Q4 2024 in Review

Bull Oak Capital sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q4 2024, closing a stake of 1,308 shares — an estimated $103K sold.

Bull Oak Capital first reported a position in BIV in Q3 2024 and held it in 1 quarter. The position peaked at $103K in Q3 2024. 932 funds tracked by Wall St. Rank hold BIV as of Q4 2024.

  • Bull Oak Capital reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Bull Oak Capital sold 1,308 Vanguard Intermediate-Term Bond ETF shares in Q4 2024, an estimated $103K.
  • Bull Oak Capital first reported a position in Vanguard Intermediate-Term Bond ETF in Q3 2024 and held it in 1 quarter.
  • Bull Oak Capital's Vanguard Intermediate-Term Bond ETF position peaked at $103K in Q3 2024.
  • 932 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q4 2024.

Based on Bull Oak Capital's 13F filing for Q4 2024, filed 5 Feb 2025.