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Delos Wealth Advisors’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Delos Wealth Advisors’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
-108
Closed -$8.35K – 290
2025
Q2 		$8.35K Buy
+108
New +$8.23K 0.01% 182
2021
Q3 		– Sell
-37
Closed -$3K – 215
2021
Q2 		$3K Buy
+37
New +$3.31K ﹤0.01% 124

Other funds holding BIV

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
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

Delos Wealth Advisors's BIV Position: Q3 2025 in Review

Delos Wealth Advisors sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q3 2025, closing a stake of 108 shares — an estimated $8.35K sold.

Delos Wealth Advisors first reported a position in BIV in Q2 2021 and held it in 2 quarters. The position peaked at $8.35K in Q2 2025. 925 funds tracked by Wall St. Rank hold BIV as of Q3 2025.

  • Delos Wealth Advisors reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Delos Wealth Advisors sold 108 Vanguard Intermediate-Term Bond ETF shares in Q3 2025, an estimated $8.35K.
  • Delos Wealth Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2021 and held it in 2 quarters.
  • Delos Wealth Advisors's Vanguard Intermediate-Term Bond ETF position peaked at $8.35K in Q2 2025.
  • 925 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2025.

Based on Delos Wealth Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.