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

FSA 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
Q3 		$4.75K Buy
61
+1
+2% +$77 ﹤0.01% 408
2025
Q2 		$4.66K Hold
60
– – ﹤0.01% 392
2025
Q1 		$4.57K Buy
60
+1
+2% +$75 ﹤0.01% 366
2024
Q4 		$4.43K Hold
59
– – ﹤0.01% 401
2024
Q3 		$4.59K Buy
+59
New +$4.55K ﹤0.01% 411
2024
Q1 		$4.33K Hold
57
– – ﹤0.01% 470
2023
Q4 		$4K Buy
+57
New +$4.17K ﹤0.01% 448

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
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
LPL Financial
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
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

FSA Wealth Management's BIV Position: Q3 2025 in Review

FSA Wealth Management increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 1.7% in Q3 2025, buying an estimated $77 and bringing the position to 61 shares worth $4.75K. The position accounts for ﹤0.01% of the portfolio, ranked #408.

FSA Wealth Management first reported a position in BIV in Q4 2023 and has held it in 7 quarters since. 924 funds tracked by Wall St. Rank hold BIV as of Q3 2025.

  • FSA Wealth Management held 61 shares of Vanguard Intermediate-Term Bond ETF worth $4.75K as of Q3 2025.
  • FSA Wealth Management bought 1 Vanguard Intermediate-Term Bond ETF share in Q3 2025, an estimated $77.
  • Vanguard Intermediate-Term Bond ETF made up ﹤0.01% of FSA Wealth Management's portfolio in Q3 2025, its #408 holding.
  • FSA Wealth Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2023 and has held it in 7 quarters since.
  • 924 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2025.

Based on FSA Wealth Management's 13F filing for Q3 2025, filed 17 Nov 2025.