DFA
BIV icon

DHK Financial Advisors’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

DHK Financial 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
Q2 		$770K Sell
9,950
-9,950
-50% -$758K 0.44% 46
2025
Q1 		$1.52M Buy
19,900
+9,950
+100% +$751K 0.84% 26
2024
Q4 		$744K Hold
9,950
– – 0.45% 48
2024
Q3 		$780K Buy
+9,950
New +$767K 0.48% 41

Other funds holding BIV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

DHK Financial Advisors's BIV Position: Q2 2025 in Review

DHK Financial Advisors reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 50% in Q2 2025, selling an estimated $758K and leaving 9,950 shares worth $770K. The position accounts for 0.44% of the portfolio, ranked #46.

DHK Financial Advisors first reported a position in BIV in Q3 2024 and has held it in 4 quarters since. The position peaked at $1.52M in Q1 2025. 932 funds tracked by Wall St. Rank hold BIV as of Q2 2025.

  • DHK Financial Advisors held 9,950 shares of Vanguard Intermediate-Term Bond ETF worth $770K as of Q2 2025.
  • DHK Financial Advisors sold 9,950 Vanguard Intermediate-Term Bond ETF shares in Q2 2025, an estimated $758K.
  • Vanguard Intermediate-Term Bond ETF made up 0.44% of DHK Financial Advisors's portfolio in Q2 2025, its #46 holding.
  • DHK Financial Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q3 2024 and has held it in 4 quarters since.
  • DHK Financial Advisors's Vanguard Intermediate-Term Bond ETF position peaked at $1.52M in Q1 2025.
  • 932 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2025.

Based on DHK Financial Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.