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CBIZ Investment Advisory Services’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

CBIZ Investment Advisory Services’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
-127
Closed -$9.49K – 621
2024
Q4 		$9.49K Buy
+127
New +$9.66K ﹤0.01% 283

Other funds holding BIV

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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
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 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

CBIZ Investment Advisory Services's BIV Position: Q1 2025 in Review

CBIZ Investment Advisory Services sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q1 2025, closing a stake of 127 shares — an estimated $9.49K sold.

CBIZ Investment Advisory Services first reported a position in BIV in Q4 2024 and held it in 1 quarter. The position peaked at $9.49K in Q4 2024. 921 funds tracked by Wall St. Rank hold BIV as of Q1 2025.

  • CBIZ Investment Advisory Services reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q1 2025 after selling out during the quarter.
  • CBIZ Investment Advisory Services sold 127 Vanguard Intermediate-Term Bond ETF shares in Q1 2025, an estimated $9.49K.
  • CBIZ Investment Advisory Services first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2024 and held it in 1 quarter.
  • CBIZ Investment Advisory Services's Vanguard Intermediate-Term Bond ETF position peaked at $9.49K in Q4 2024.
  • 921 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2025.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2025, filed 5 May 2025.