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

Flagship Wealth 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 Q4	–	Sell	-9	Closed	-$703	–	393
2025 Q3	$703	Buy	+9	New	+$697	﹤0.01%	415
2025 Q2	–	Sell	-334	Closed	-$25.6K	–	366
2025 Q1	$25.6K	Hold	334	–	–	0.01%	246
2024 Q4	$25K	Buy	+334	New	+$25.4K	0.01%	238

Other funds holding BIV

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

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

TLFA

True Link Financial Advisors San Francisco, California $1.62B AUM 8.33% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Flagship Wealth Advisors's BIV Position: Q4 2025 in Review

Flagship Wealth Advisors sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q4 2025, closing a stake of 9 shares — an estimated $703 sold.

Flagship Wealth Advisors first reported a position in BIV in Q4 2024 and held it in 3 quarters. The position peaked at $25.6K in Q1 2025. 976 funds tracked by Wall St. Rank hold BIV as of Q4 2025.

Flagship Wealth Advisors reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q4 2025 after selling out during the quarter.
Flagship Wealth Advisors sold 9 Vanguard Intermediate-Term Bond ETF shares in Q4 2025, an estimated $703.
Flagship Wealth Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2024 and held it in 3 quarters.
Flagship Wealth Advisors's Vanguard Intermediate-Term Bond ETF position peaked at $25.6K in Q1 2025.
976 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q4 2025.

Based on Flagship Wealth Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.