Coppell Advisory Solutions’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Coppell Advisory Solutions’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	-894	Closed	-$66.9K	–	494
2024 Q4	$66.9K	Buy	894 +176	+25%	+$13.4K	0.01%	512
2024 Q3	$56.4K	Buy	718 +539	+301%	+$41.6K	0.01%	517
2024 Q2	$13.4K	Buy	+179	New	+$13.3K	﹤0.01%	925
2023 Q4	$9.47K	Buy	124 +68	+121%	+$4.98K	﹤0.01%	948
2023 Q3	$4.16K	Sell	56 -306	-85%	-$22.6K	﹤0.01%	743
2023 Q2	$27.2K	Buy	+362	New	+$27.6K	0.01%	500
2023 Q1	–	Sell	-56	Closed	-$4.16K	–	287
2022 Q4	$4.16K	Buy	+56	New	+$4.15K	﹤0.01%	746

Other funds holding BIV

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

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 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

Coppell Advisory Solutions's BIV Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q1 2025, closing a stake of 894 shares — an estimated $66.9K sold.

Coppell Advisory Solutions first reported a position in BIV in Q4 2022 and held it in 7 quarters. The position peaked at $66.9K in Q4 2024. 921 funds tracked by Wall St. Rank hold BIV as of Q1 2025.

Coppell Advisory Solutions reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q1 2025 after selling out during the quarter.
Coppell Advisory Solutions sold 894 Vanguard Intermediate-Term Bond ETF shares in Q1 2025, an estimated $66.9K.
Coppell Advisory Solutions first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2022 and held it in 7 quarters.
Coppell Advisory Solutions's Vanguard Intermediate-Term Bond ETF position peaked at $66.9K in Q4 2024.
921 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.