Consolidated Portfolio Review Corp’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Consolidated Portfolio Review Corp’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 Q4	–	Sell	-239,523	Closed	-$18.7M	–	73
2025 Q3	$18.7M	Sell	239,523 -2,379	-1%	-$184K	2.35%	3
2025 Q2	$18.7M	Sell	241,902 -6,871	-3%	-$523K	2.59%	3
2025 Q1	$19M	Sell	248,773 -7,181	-3%	-$542K	3.05%	2
2024 Q4	$19.1M	Buy	255,954 +8,707	+4%	+$662K	3.03%	2
2024 Q3	$19.4M	Buy	247,247 +12,400	+5%	+$956K	4.32%	1
2024 Q2	$17.6M	Buy	234,847 +1,313	+0.6%	+$97.6K	4.1%	1
2024 Q1	$17.6M	Sell	233,534 -3,412	-1%	-$257K	4.62%	1
2023 Q4	$18.1M	Buy	236,946 +13,622	+6%	+$998K	4.13%	2
2023 Q3	$16.1M	Buy	223,324 +16,990	+8%	+$1.26M	3.92%	2
2023 Q2	$15.5M	Buy	206,334 +55,847	+37%	+$4.25M	3.69%	2
2023 Q1	$11.5M	Buy	+150,487	New	+$11.4M	3.12%	3

Other funds holding BIV

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TLFA

True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Consolidated Portfolio Review Corp's BIV Position: Q4 2025 in Review

Consolidated Portfolio Review Corp sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q4 2025, closing a stake of 239,523 shares — an estimated $18.7M sold.

Consolidated Portfolio Review Corp first reported a position in BIV in Q1 2023 and held it in 11 quarters. The position peaked at $19.4M in Q3 2024. 977 funds tracked by Wall St. Rank hold BIV as of Q4 2025.

Consolidated Portfolio Review Corp reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q4 2025 after selling out during the quarter.
Consolidated Portfolio Review Corp sold 239,523 Vanguard Intermediate-Term Bond ETF shares in Q4 2025, an estimated $18.7M.
Consolidated Portfolio Review Corp first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2023 and held it in 11 quarters.
Consolidated Portfolio Review Corp's Vanguard Intermediate-Term Bond ETF position peaked at $19.4M in Q3 2024.
977 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q4 2025.

Based on Consolidated Portfolio Review Corp's 13F filing for Q4 2025, filed 26 Jan 2026.