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

Fermata 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
Q2 		– Sell
-2,747
Closed -$210K – 236
2025
Q1 		$210K Sell
2,747
-198
-7% -$14.9K 0.04% 260
2024
Q4 		$220K Sell
2,945
-88
-3% -$6.69K 0.04% 242
2024
Q3 		$238K Sell
3,033
-346
-10% -$26.7K 0.05% 215
2024
Q2 		$253K Sell
3,379
-7,755
-70% -$576K 0.06% 184
2024
Q1 		$839K Sell
11,134
-71,299
-86% -$5.37M 0.19% 90
2023
Q4 		$6.3M Buy
82,433
+550
+0.7% +$40.3K 1.5% 21
2023
Q3 		$5.92M Buy
+81,883
New +$6.06M 1.67% 19
2023
Q2 		– Sell
-21,008
Closed -$1.61M – 72
2023
Q1 		$1.61M Sell
21,008
-69,593
-77% -$5.27M 0.97% 30
2022
Q4 		$6.73M Buy
90,601
+48,670
+116% +$3.61M 2% 12
2022
Q3 		$3.08M Sell
41,931
-5,445
-11% -$421K 1% 31
2022
Q2 		$3.68M Sell
47,376
-13,695
-22% -$1.07M 1.28% 23
2022
Q1 		$5M Sell
61,071
-228
-0.4% -$19.3K 1.88% 16
2021
Q4 		$5.37M Buy
61,299
+8,844
+17% +$785K 1.97% 15
2021
Q3 		$4.69M Buy
52,455
+32,946
+169% +$2.98M 2.07% 14
2021
Q2 		$1.76M Buy
+19,509
New +$1.74M 1.02% 25

Other funds holding BIV

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

Fermata Advisors's BIV Position: Q2 2025 in Review

Fermata Advisors sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q2 2025, closing a stake of 2,747 shares — an estimated $210K sold.

Fermata Advisors first reported a position in BIV in Q2 2021 and held it in 15 quarters. The position peaked at $6.73M in Q4 2022. 931 funds tracked by Wall St. Rank hold BIV as of Q2 2025.

  • Fermata Advisors reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Fermata Advisors sold 2,747 Vanguard Intermediate-Term Bond ETF shares in Q2 2025, an estimated $210K.
  • Fermata Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2021 and held it in 15 quarters.
  • Fermata Advisors's Vanguard Intermediate-Term Bond ETF position peaked at $6.73M in Q4 2022.
  • 931 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2025.

Based on Fermata Advisors's 13F filing for Q2 2025, filed 9 Jul 2025.