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EWG Elevate’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

EWG Elevate’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
Q3 		– Sell
-4,402
Closed -$340K – 127
2025
Q2 		$340K Buy
4,402
+27
+0.6% +$2.06K 0.1% 112
2025
Q1 		$335K Sell
4,375
-338
-7% -$25.5K 0.13% 94
2024
Q4 		$352K Buy
4,713
+411
+10% +$31.2K 0.11% 114
2024
Q3 		$337K Buy
4,302
+110
+3% +$8.48K 0.14% 82
2024
Q2 		$314K Buy
4,192
+11
+0.3% +$817 0.11% 105
2024
Q1 		$315K Sell
4,181
-521
-11% -$39.3K 0.12% 96
2023
Q4 		$359K Buy
4,702
+16
+0.3% +$1.17K 0.15% 73
2023
Q3 		$339K Buy
4,686
+23
+0.5% +$1.7K 0.15% 69
2023
Q2 		$351K Buy
4,663
+38
+0.8% +$2.89K 0.15% 72
2023
Q1 		$355K Buy
4,625
+340
+8% +$25.8K 0.15% 64
2022
Q4 		$318K Sell
4,285
-223
-5% -$16.5K 0.16% 58
2022
Q3 		$331K Buy
4,508
+77
+2% +$5.96K 0.19% 55
2022
Q2 		$344K Sell
4,431
-284
-6% -$22.3K 0.17% 57
2022
Q1 		$386K Buy
4,715
+527
+13% +$44.5K 0.15% 61
2021
Q4 		$367K Buy
4,188
+15
+0.4% +$1.33K 0.18% 62
2021
Q3 		$373K Sell
4,173
-1
-0% -$91 0.15% 66
2021
Q2 		$375K Buy
4,174
+554
+15% +$49.5K 0.15% 63
2021
Q1 		$321K Buy
3,620
+991
+38% +$90K 0.14% 60
2020
Q4 		$244K Buy
2,629
+35
+1% +$3.26K 0.11% 65
2020
Q3 		$242K Buy
+2,594
New +$243K 0.14% 56

Other funds holding BIV

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

EWG Elevate's BIV Position: Q3 2025 in Review

EWG Elevate sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q3 2025, closing a stake of 4,402 shares — an estimated $340K sold.

EWG Elevate first reported a position in BIV in Q3 2020 and held it in 20 quarters. The position peaked at $386K in Q1 2022. 925 funds tracked by Wall St. Rank hold BIV as of Q3 2025.

  • EWG Elevate reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q3 2025 after selling out during the quarter.
  • EWG Elevate sold 4,402 Vanguard Intermediate-Term Bond ETF shares in Q3 2025, an estimated $340K.
  • EWG Elevate first reported a position in Vanguard Intermediate-Term Bond ETF in Q3 2020 and held it in 20 quarters.
  • EWG Elevate's Vanguard Intermediate-Term Bond ETF position peaked at $386K in Q1 2022.
  • 925 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2025.

Based on EWG Elevate's 13F filing for Q3 2025, filed 7 Oct 2025.