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Colony Family Offices’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Colony Family Offices’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
-200
Closed -$15.3K – 67
2025
Q1 		$15.3K Hold
200
– – ﹤0.01% 67
2024
Q4 		$14.9K Hold
200
– – ﹤0.01% 71
2024
Q3 		$15.7K Buy
+200
New +$15.4K ﹤0.01% 61

Other funds holding BIV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Colony Family Offices's BIV Position: Q2 2025 in Review

Colony Family Offices sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q2 2025, closing a stake of 200 shares — an estimated $15.3K sold.

Colony Family Offices first reported a position in BIV in Q3 2024 and held it in 3 quarters. The position peaked at $15.7K in Q3 2024. 931 funds tracked by Wall St. Rank hold BIV as of Q2 2025.

  • Colony Family Offices reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Colony Family Offices sold 200 Vanguard Intermediate-Term Bond ETF shares in Q2 2025, an estimated $15.3K.
  • Colony Family Offices first reported a position in Vanguard Intermediate-Term Bond ETF in Q3 2024 and held it in 3 quarters.
  • Colony Family Offices's Vanguard Intermediate-Term Bond ETF position peaked at $15.7K in Q3 2024.
  • 931 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2025.

Based on Colony Family Offices's 13F filing for Q2 2025, filed 23 Jul 2025.