EWM
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Empirical Wealth Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Empirical Wealth Management’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 		– Sell
-5,639
Closed -$432K – 694
2025
Q1 		$432K Buy
+5,639
New +$425K 0.01% 432

Other funds holding BIV

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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.62B AUM 8.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Empirical Wealth Management's BIV Position: Q2 2025 in Review

Empirical Wealth Management sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q2 2025, closing a stake of 5,639 shares — an estimated $432K sold.

Empirical Wealth Management first reported a position in BIV in Q1 2025 and held it in 1 quarter. The position peaked at $432K in Q1 2025. 931 funds tracked by Wall St. Rank hold BIV as of Q2 2025.

  • Empirical Wealth Management reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Empirical Wealth Management sold 5,639 Vanguard Intermediate-Term Bond ETF shares in Q2 2025, an estimated $432K.
  • Empirical Wealth Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2025 and held it in 1 quarter.
  • Empirical Wealth Management's Vanguard Intermediate-Term Bond ETF position peaked at $432K in Q1 2025.
  • 931 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2025.

Based on Empirical Wealth Management's 13F filing for Q2 2025, filed 21 Jul 2025.