Crescent Sterling’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Crescent Sterling’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	-3,000	Closed	-$224K	–	77
2024 Q4	$224K	Sell	3,000 -1,528	-34%	-$116K	0.23%	71
2024 Q3	$355K	Hold	4,528	–	–	0.34%	62
2024 Q2	$339K	Sell	4,528 -78	-2%	-$5.8K	0.32%	64
2024 Q1	$347K	Buy	+4,606	New	+$347K	0.32%	65

Other funds holding BIV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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 $1.73B AUM 9.28% 1-Year Est. Return

Crescent Sterling's BIV Position: Q1 2025 in Review

Crescent Sterling sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q1 2025, closing a stake of 3,000 shares — an estimated $224K sold.

Crescent Sterling first reported a position in BIV in Q1 2024 and held it in 4 quarters. The position peaked at $355K in Q3 2024. 922 funds tracked by Wall St. Rank hold BIV as of Q1 2025.

Crescent Sterling reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q1 2025 after selling out during the quarter.
Crescent Sterling sold 3,000 Vanguard Intermediate-Term Bond ETF shares in Q1 2025, an estimated $224K.
Crescent Sterling first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2024 and held it in 4 quarters.
Crescent Sterling's Vanguard Intermediate-Term Bond ETF position peaked at $355K in Q3 2024.
922 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2025.

Based on Crescent Sterling's 13F filing for Q1 2025, filed 15 Apr 2025.