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Financial Advocates Investment Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Financial Advocates Investment 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
Q3 		– Sell
-26,079
Closed -$2.02M – 146
2025
Q2 		$2.02M Sell
26,079
-4,454
-15% -$339K 0.16% 125
2025
Q1 		$2.34M Sell
30,533
-17,935
-37% -$1.35M 0.16% 149
2024
Q4 		$3.62M Sell
48,468
-44,718
-48% -$3.4M 0.21% 103
2024
Q3 		$7.16M Buy
93,186
+42,711
+85% +$3.29M 0.4% 56
2024
Q2 		$3.78M Sell
50,475
-6,625
-12% -$492K 0.23% 97
2024
Q1 		$4.31M Sell
57,100
-2,081
-4% -$157K 0.25% 96
2023
Q4 		$4.52M Buy
59,181
+15,755
+36% +$1.15M 0.3% 79
2023
Q3 		$3.14M Sell
43,426
-1,382
-3% -$102K 0.23% 111
2023
Q2 		$3.37M Sell
44,808
-304
-0.7% -$23.2K 0.24% 104
2023
Q1 		$3.46M Sell
45,112
-32,520
-42% -$2.46M 0.25% 97
2022
Q4 		$5.77M Sell
77,632
-12,070
-13% -$894K 0.43% 51
2022
Q3 		$6.67M Buy
89,702
+2,064
+2% +$160K 0.55% 33
2022
Q2 		$6.8M Sell
87,638
-3,216
-4% -$252K 0.55% 31
2022
Q1 		$7.44M Buy
90,854
+2,842
+3% +$240K 0.49% 39
2021
Q4 		$7.71M Sell
88,012
-503
-0.6% -$44.6K 0.49% 38
2021
Q3 		$7.92M Buy
88,515
+3,830
+5% +$347K 0.53% 32
2021
Q2 		$7.62M Buy
84,685
+6,530
+8% +$583K 0.51% 35
2021
Q1 		$6.93M Sell
78,155
-11,870
-13% -$1.08M 0.49% 38
2020
Q4 		$8.17M Buy
90,025
+37,081
+70% +$3.45M 0.56% 32
2020
Q3 		$4.95M Sell
52,944
-1,466
-3% -$137K 0.42% 51
2020
Q2 		$5.07M Buy
54,410
+2,476
+5% +$227K 0.48% 41
2020
Q1 		$4.64M Buy
51,934
+7,637
+17% +$678K 0.66% 31
2019
Q4 		$3.86M Buy
44,297
+5,023
+13% +$440K 0.41% 59
2019
Q3 		$3.46M Buy
39,274
+13,819
+54% +$1.21M 0.39% 63
2019
Q2 		$2.2M Buy
25,455
+13,190
+108% +$1.11M 0.26% 105
2019
Q1 		$1.03M Buy
12,265
+61
+0.5% +$5.02K 0.13% 176
2018
Q4 		$992K Buy
12,204
+423
+4% +$33.9K 0.14% 169
2018
Q3 		$948K Buy
11,781
+798
+7% +$64.5K 0.11% 194
2018
Q2 		$886K Sell
10,983
-100
-0.9% -$8.08K 0.11% 197
2018
Q1 		$906K Sell
11,083
-2,761
-20% -$227K 0.12% 183
2017
Q4 		$1.16M Buy
+13,844
New +$1.17M 0.16% 137

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 $424B AUM 22.96% 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 $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 $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
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Financial Advocates Investment Management's BIV Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q3 2025, closing a stake of 26,079 shares — an estimated $2.02M sold.

Financial Advocates Investment Management first reported a position in BIV in Q4 2017 and held it in 31 quarters. The position peaked at $8.17M in Q4 2020. 925 funds tracked by Wall St. Rank hold BIV as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 26,079 Vanguard Intermediate-Term Bond ETF shares in Q3 2025, an estimated $2.02M.
  • Financial Advocates Investment Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2017 and held it in 31 quarters.
  • Financial Advocates Investment Management's Vanguard Intermediate-Term Bond ETF position peaked at $8.17M in Q4 2020.
  • 925 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.