First Command Advisory Services’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

First Command Advisory Services’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	–	Sell	-540	Closed	-$40.4K	–	622
2024 Q4	$40.4K	Hold	540	–	–	﹤0.01%	300
2024 Q3	$42.3K	Buy	+540	New	+$41.6K	﹤0.01%	294
2023 Q3	–	Sell	-219	Closed	-$16.5K	–	470
2023 Q2	$16.5K	Sell	219 -135	-38%	-$10.3K	﹤0.01%	15
2023 Q1	$27.2K	Buy	+354	New	+$26.8K	﹤0.01%	18
2018 Q2	–	Sell	-10	Closed	–	–	21
2018 Q1	$0	Sell	10 -30	-75%	-$2.46K	﹤0.01%	36
2017 Q4	$3K	Buy	+40	New	+$3.37K	﹤0.01%	25

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

First Command Advisory Services's BIV Position: Q1 2025 in Review

First Command Advisory Services sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q1 2025, closing a stake of 540 shares — an estimated $40.4K sold.

First Command Advisory Services first reported a position in BIV in Q4 2017 and held it in 6 quarters. The position peaked at $42.3K in Q3 2024. 921 funds tracked by Wall St. Rank hold BIV as of Q1 2025.

First Command Advisory Services reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q1 2025 after selling out during the quarter.
First Command Advisory Services sold 540 Vanguard Intermediate-Term Bond ETF shares in Q1 2025, an estimated $40.4K.
First Command Advisory Services first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2017 and held it in 6 quarters.
First Command Advisory Services's Vanguard Intermediate-Term Bond ETF position peaked at $42.3K in Q3 2024.
921 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2025.

Based on First Command Advisory Services's 13F filing for Q1 2025, filed 2 May 2025.