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

Forefront 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
Q4 		$413K Buy
5,299
+1,761
+50% +$138K 0.3% 46
2025
Q3 		$276K Buy
3,538
+34
+1% +$2.63K 0.2% 52
2025
Q2 		$271K Buy
3,504
+10
+0.3% +$762 0.22% 47
2025
Q1 		$268K Buy
+3,494
New +$264K 0.25% 43

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 $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
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
TLFA
True Link Financial Advisors San Francisco, California $1.62B AUM 8.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Forefront Wealth Management's BIV Position: Q4 2025 in Review

Forefront Wealth Management increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 50% in Q4 2025, buying an estimated $138K and bringing the position to 5,299 shares worth $413K. The position accounts for 0.3% of the portfolio, ranked #46.

Forefront Wealth Management first reported a position in BIV in Q1 2025 and has held it in 4 quarters since. 976 funds tracked by Wall St. Rank hold BIV as of Q4 2025.

  • Forefront Wealth Management held 5,299 shares of Vanguard Intermediate-Term Bond ETF worth $413K as of Q4 2025.
  • Forefront Wealth Management bought 1,761 Vanguard Intermediate-Term Bond ETF shares in Q4 2025, an estimated $138K.
  • Vanguard Intermediate-Term Bond ETF made up 0.3% of Forefront Wealth Management's portfolio in Q4 2025, its #46 holding.
  • Forefront Wealth Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2025 and has held it in 4 quarters since.
  • 976 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q4 2025.

Based on Forefront Wealth Management's 13F filing for Q4 2025, filed 23 Jan 2026.