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

Financial Life 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	-3,959	Closed	-$303K	–	49
2025 Q1	$303K	Hold	3,959	–	–	0.11%	43
2024 Q4	$296K	Hold	3,959	–	–	0.11%	38
2024 Q3	$310K	Hold	3,959	–	–	0.12%	39
2024 Q2	$296K	Hold	3,959	–	–	0.12%	45
2024 Q1	$299K	Hold	3,959	–	–	0.12%	48
2023 Q4	$302K	Buy	+3,959	New	+$290K	0.13%	48
2022 Q4	–	Sell	-2,915	Closed	-$214K	–	73
2022 Q3	$214K	Hold	2,915	–	–	0.11%	66
2022 Q2	$226K	Buy	+2,915	New	+$229K	0.11%	46
2020 Q1	–	Sell	-7,835	Closed	-$684K	–	25
2019 Q4	$684K	Sell	7,835 -2,240	-22%	-$196K	0.42%	26
2019 Q3	$887K	Sell	10,075 -1,674	-14%	-$146K	0.56%	23
2019 Q2	$1.02M	Sell	11,749 -5,008	-30%	-$423K	0.67%	20
2019 Q1	$1.41M	Sell	16,757 -26,222	-61%	-$2.16M	0.97%	17
2018 Q4	$3.49M	Sell	42,979 -9,756	-19%	-$781K	2.7%	14
2018 Q3	$4.24M	Sell	52,735 -2,243	-4%	-$181K	3.11%	12
2018 Q2	$4.45M	Sell	54,978 -9,136	-14%	-$738K	3.65%	11
2018 Q1	$5.23M	Sell	64,114 -10,376	-14%	-$851K	4.79%	7
2017 Q4	$6.24M	Buy	+74,490	New	+$6.28M	5.05%	6

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

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

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 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Financial Life Advisors's BIV Position: Q2 2025 in Review

Financial Life Advisors sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q2 2025, closing a stake of 3,959 shares — an estimated $303K sold.

Financial Life Advisors first reported a position in BIV in Q4 2017 and held it in 17 quarters. The position peaked at $6.24M in Q4 2017. 932 funds tracked by Wall St. Rank hold BIV as of Q2 2025.

Financial Life Advisors reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q2 2025 after selling out during the quarter.
Financial Life Advisors sold 3,959 Vanguard Intermediate-Term Bond ETF shares in Q2 2025, an estimated $303K.
Financial Life Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2017 and held it in 17 quarters.
Financial Life Advisors's Vanguard Intermediate-Term Bond ETF position peaked at $6.24M in Q4 2017.
932 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2025.

Based on Financial Life Advisors's 13F filing for Q2 2025, filed 23 Jul 2025.