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Creekmur Asset Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Creekmur Asset Management’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
Q3 		– Sell
-24
Closed -$1.86K – 841
2025
Q2 		$1.86K Buy
+24
New +$1.83K ﹤0.01% 642

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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
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
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Creekmur Asset Management's BIV Position: Q3 2025 in Review

Creekmur Asset Management sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q3 2025, closing a stake of 24 shares — an estimated $1.86K sold.

Creekmur Asset Management first reported a position in BIV in Q2 2025 and held it in 1 quarter. The position peaked at $1.86K in Q2 2025. 925 funds tracked by Wall St. Rank hold BIV as of Q3 2025.

  • Creekmur Asset Management reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Creekmur Asset Management sold 24 Vanguard Intermediate-Term Bond ETF shares in Q3 2025, an estimated $1.86K.
  • Creekmur Asset Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2025 and held it in 1 quarter.
  • Creekmur Asset Management's Vanguard Intermediate-Term Bond ETF position peaked at $1.86K in Q2 2025.
  • 925 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2025.

Based on Creekmur Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.