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Carolinas Wealth Consulting’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Carolinas Wealth Consulting’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
-403,218
Closed -$30.9M – 96
2025
Q1 		$30.9M Sell
403,218
-1,969
-0.5% -$149K 6.64% 3
2024
Q4 		$30.3M Sell
405,187
-1,679
-0.4% -$128K 5.95% 3
2024
Q3 		$31.9M Sell
406,866
-8
-0% -$617 5.79% 2
2024
Q2 		$30.5M Sell
406,874
-3,055
-0.7% -$227K 5.88% 2
2024
Q1 		$30.9M Buy
409,929
+14,640
+4% +$1.1M 6.09% 2
2023
Q4 		$30.2M Buy
395,289
+65,359
+20% +$4.79M 6.57% 2
2023
Q3 		$23.4M Buy
329,930
+161,690
+96% +$12M 5.84% 2
2023
Q2 		$12.7M Buy
168,240
+110,327
+191% +$8.4M 2.51% 11
2023
Q1 		$4.44M Buy
57,913
+17,666
+44% +$1.34M 0.95% 25
2022
Q4 		$2.99M Buy
40,247
+28,350
+238% +$2.1M 0.68% 33
2022
Q3 		$874K Buy
+11,897
New +$920K 0.22% 55
2021
Q2 		– Sell
-1,303
Closed -$116K – 944
2021
Q1 		$116K Buy
1,303
+4
+0.3% +$363 0.03% 234
2020
Q4 		$121K Buy
1,299
+18
+1% +$1.68K 0.03% 206
2020
Q3 		$120K Buy
1,281
+7
+0.5% +$656 0.04% 172
2020
Q2 		$119K Buy
1,274
+8
+0.6% +$732 0.05% 135
2020
Q1 		$113K Buy
+1,266
New +$112K 0.06% 109

Other funds holding BIV

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

Carolinas Wealth Consulting's BIV Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q2 2025, closing a stake of 403,218 shares — an estimated $30.9M sold.

Carolinas Wealth Consulting first reported a position in BIV in Q1 2020 and held it in 16 quarters. The position peaked at $31.9M in Q3 2024. 932 funds tracked by Wall St. Rank hold BIV as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 403,218 Vanguard Intermediate-Term Bond ETF shares in Q2 2025, an estimated $30.9M.
  • Carolinas Wealth Consulting first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2020 and held it in 16 quarters.
  • Carolinas Wealth Consulting's Vanguard Intermediate-Term Bond ETF position peaked at $31.9M in Q3 2024.
  • 932 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.