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

Forvis Mazars 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 Q2	–	Sell	-2,708	Closed	-$207K	–	399
2025 Q1	$207K	Sell	2,708 -269	-9%	-$20.3K	0.01%	381
2024 Q4	$222K	Sell	2,977 -1,769	-37%	-$134K	0.01%	410
2024 Q3	$372K	Buy	4,746 +1,294	+37%	+$99.8K	0.01%	350
2024 Q2	$259K	Hold	3,452	–	–	0.01%	368
2024 Q1	$260K	Sell	3,452 -855	-20%	-$64.4K	0.01%	362
2023 Q4	$329K	Sell	4,307 -4,697	-52%	-$344K	0.01%	327
2023 Q3	$651K	Sell	9,004 -1,803	-17%	-$133K	0.02%	237
2023 Q2	$813K	Hold	10,807	–	–	0.02%	235
2023 Q1	$829K	Buy	10,807 +2,532	+31%	+$192K	0.03%	216
2022 Q4	$615K	Sell	8,275 -10,220	-55%	-$757K	0.02%	235
2022 Q3	$1.36M	Sell	18,495 -4,409	-19%	-$341K	0.05%	170
2022 Q2	$1.78M	Buy	+22,904	New	+$1.8M	0.07%	136
2015 Q2	–	Sell	-2,454	Closed	-$212K	–	184
2015 Q1	$212K	Buy	+2,454	New	+$211K	0.03%	177

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 $1.62B AUM 8.33% 1-Year Est. Return

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

Forvis Mazars Wealth Advisors's BIV Position: Q2 2025 in Review

Forvis Mazars Wealth Advisors sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q2 2025, closing a stake of 2,708 shares — an estimated $207K sold.

Forvis Mazars Wealth Advisors first reported a position in BIV in Q1 2015 and held it in 13 quarters. The position peaked at $1.78M in Q2 2022. 931 funds tracked by Wall St. Rank hold BIV as of Q2 2025.

Forvis Mazars Wealth Advisors reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q2 2025 after selling out during the quarter.
Forvis Mazars Wealth Advisors sold 2,708 Vanguard Intermediate-Term Bond ETF shares in Q2 2025, an estimated $207K.
Forvis Mazars Wealth Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2015 and held it in 13 quarters.
Forvis Mazars Wealth Advisors's Vanguard Intermediate-Term Bond ETF position peaked at $1.78M in Q2 2022.
931 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2025.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q2 2025, filed 29 Jul 2025.