Financial Network Wealth Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Financial Network Wealth 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 Q1	$361K	Buy	4,716 +230	+5%	+$17.4K	0.13%	81
2024 Q4	$335K	Sell	4,486 -3	-0.1%	-$228	0.12%	83
2024 Q3	$351K	Buy	4,489 +16	+0.4%	+$1.23K	0.13%	84
2024 Q2	$334K	Buy	+4,473	New	+$332K	0.13%	80
2022 Q4	–	Sell	-2,991	Closed	-$220K	–	104
2022 Q3	$220K	Buy	2,991 +190	+7%	+$14.7K	0.14%	81
2022 Q2	$217K	Buy	+2,801	New	+$220K	0.13%	85
2022 Q1	–	Sell	-2,363	Closed	-$207K	–	114
2021 Q4	$207K	Buy	+2,363	New	+$210K	0.1%	111

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

Financial Network Wealth Management's BIV Position: Q1 2025 in Review

Financial Network Wealth Management increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 5.1% in Q1 2025, buying an estimated $17.4K and bringing the position to 4,716 shares worth $361K. The position accounts for 0.13% of the portfolio, ranked #81.

Financial Network Wealth Management first reported a position in BIV in Q4 2021 and has held it in 7 quarters since. 921 funds tracked by Wall St. Rank hold BIV as of Q1 2025.

Financial Network Wealth Management held 4,716 shares of Vanguard Intermediate-Term Bond ETF worth $361K as of Q1 2025.
Financial Network Wealth Management bought 230 Vanguard Intermediate-Term Bond ETF shares in Q1 2025, an estimated $17.4K.
Vanguard Intermediate-Term Bond ETF made up 0.13% of Financial Network Wealth Management's portfolio in Q1 2025, its #81 holding.
Financial Network Wealth Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2021 and has held it in 7 quarters since.
921 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2025.

Based on Financial Network Wealth Management's 13F filing for Q1 2025, filed 29 Apr 2025.