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Bullock Wealth Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Bullock Wealth Management’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
Q2 		– Sell
-861
Closed -$65.9K – 595
2025
Q1 		$65.9K Buy
861
+6
+0.7% +$453 0.04% 220
2024
Q4 		$63.9K Buy
855
+10
+1% +$760 0.04% 225
2024
Q3 		$66.2K Buy
845
+8
+1% +$617 0.04% 216
2024
Q2 		$62.1K Buy
+837
New +$62.2K 0.04% 216

Other funds holding BIV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bullock Wealth Management's BIV Position: Q2 2025 in Review

Bullock Wealth Management sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q2 2025, closing a stake of 861 shares — an estimated $65.9K sold.

Bullock Wealth Management first reported a position in BIV in Q2 2024 and held it in 4 quarters. The position peaked at $66.2K in Q3 2024. 932 funds tracked by Wall St. Rank hold BIV as of Q2 2025.

  • Bullock Wealth Management reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Bullock Wealth Management sold 861 Vanguard Intermediate-Term Bond ETF shares in Q2 2025, an estimated $65.9K.
  • Bullock Wealth Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2024 and held it in 4 quarters.
  • Bullock Wealth Management's Vanguard Intermediate-Term Bond ETF position peaked at $66.2K in Q3 2024.
  • 932 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2025.

Based on Bullock Wealth Management's 13F filing for Q2 2025, filed 24 Sep 2026.