Drucker Wealth 3.0’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Drucker Wealth 3.0’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 Q4	–	Sell	-4,735	Closed	-$370K	–	262
2025 Q3	$370K	Sell	4,735 -613	-11%	-$47.5K	0.07%	185
2025 Q2	$410K	Sell	5,348 -2,095	-28%	-$160K	0.08%	164
2025 Q1	$570K	Sell	7,443 -3,417	-31%	-$258K	0.13%	102
2024 Q4	$812K	Sell	10,860 -2,350	-18%	-$179K	0.19%	90
2024 Q3	$1.04M	Sell	13,210 -1,860	-12%	-$143K	0.25%	81
2024 Q2	$1.13M	Buy	+15,070	New	+$1.12M	0.3%	75

Other funds holding BIV

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

TLFA

True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Drucker Wealth 3.0's BIV Position: Q4 2025 in Review

Drucker Wealth 3.0 sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q4 2025, closing a stake of 4,735 shares — an estimated $370K sold.

Drucker Wealth 3.0 first reported a position in BIV in Q2 2024 and held it in 6 quarters. The position peaked at $1.13M in Q2 2024. 978 funds tracked by Wall St. Rank hold BIV as of Q4 2025.

Drucker Wealth 3.0 reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q4 2025 after selling out during the quarter.
Drucker Wealth 3.0 sold 4,735 Vanguard Intermediate-Term Bond ETF shares in Q4 2025, an estimated $370K.
Drucker Wealth 3.0 first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2024 and held it in 6 quarters.
Drucker Wealth 3.0's Vanguard Intermediate-Term Bond ETF position peaked at $1.13M in Q2 2024.
978 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q4 2025.

Based on Drucker Wealth 3.0's 13F filing for Q4 2025, filed 3 Feb 2026.