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

Etesian 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 Q1	–	Sell	-4,113	Closed	-$307K	–	139
2024 Q4	$307K	Sell	4,113 -585	-12%	-$44.5K	0.14%	123
2024 Q3	$368K	Buy	+4,698	New	+$362K	0.17%	115

Other funds holding BIV

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

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

Etesian Wealth Advisors's BIV Position: Q1 2025 in Review

Etesian Wealth Advisors sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q1 2025, closing a stake of 4,113 shares — an estimated $307K sold.

Etesian Wealth Advisors first reported a position in BIV in Q3 2024 and held it in 2 quarters. The position peaked at $368K in Q3 2024. 921 funds tracked by Wall St. Rank hold BIV as of Q1 2025.

Etesian Wealth Advisors reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q1 2025 after selling out during the quarter.
Etesian Wealth Advisors sold 4,113 Vanguard Intermediate-Term Bond ETF shares in Q1 2025, an estimated $307K.
Etesian Wealth Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q3 2024 and held it in 2 quarters.
Etesian Wealth Advisors's Vanguard Intermediate-Term Bond ETF position peaked at $368K in Q3 2024.
921 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2025.

Based on Etesian Wealth Advisors's 13F filing for Q1 2025, filed 24 Apr 2025.