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Elios Financial Group’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Elios Financial Group’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 		$768K Sell
9,926
-317
-3% -$24.1K 0.35% 63
2025
Q1 		$784K Sell
10,243
-584
-5% -$44.1K 0.39% 56
2024
Q4 		$809K Buy
10,827
+83
+0.8% +$6.31K 0.38% 54
2024
Q3 		$842K Buy
+10,744
New +$828K 0.39% 56

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

Elios Financial Group's BIV Position: Q2 2025 in Review

Elios Financial Group reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 3.1% in Q2 2025, selling an estimated $24.1K and leaving 9,926 shares worth $768K. The position accounts for 0.35% of the portfolio, ranked #63.

Elios Financial Group first reported a position in BIV in Q3 2024 and has held it in 4 quarters since. The position peaked at $842K in Q3 2024. 932 funds tracked by Wall St. Rank hold BIV as of Q2 2025.

  • Elios Financial Group held 9,926 shares of Vanguard Intermediate-Term Bond ETF worth $768K as of Q2 2025.
  • Elios Financial Group sold 317 Vanguard Intermediate-Term Bond ETF shares in Q2 2025, an estimated $24.1K.
  • Vanguard Intermediate-Term Bond ETF made up 0.35% of Elios Financial Group's portfolio in Q2 2025, its #63 holding.
  • Elios Financial Group first reported a position in Vanguard Intermediate-Term Bond ETF in Q3 2024 and has held it in 4 quarters since.
  • Elios Financial Group's Vanguard Intermediate-Term Bond ETF position peaked at $842K in Q3 2024.
  • 932 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2025.

Based on Elios Financial Group's 13F filing for Q2 2025, filed 13 Aug 2025.