GFG Capital’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

GFG Capital’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	-4,615	Closed	-$353K	–	394
2025 Q1	$353K	Hold	4,615	–	–	0.11%	79
2024 Q4	$345K	Hold	4,615	–	–	0.09%	83
2024 Q3	$387K	Sell	4,615 -2,405	-34%	-$185K	0.15%	67
2024 Q2	$526K	Hold	7,020	–	–	0.14%	74
2024 Q1	$529K	Hold	7,020	–	–	0.13%	76
2023 Q4	$536K	Sell	7,020 -510	-7%	-$37.4K	0.14%	82
2023 Q3	$544K	Buy	+7,530	New	+$557K	0.18%	68

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

GFG Capital's BIV Position: Q2 2025 in Review

GFG Capital sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q2 2025, closing a stake of 4,615 shares — an estimated $353K sold.

GFG Capital first reported a position in BIV in Q3 2023 and held it in 7 quarters. The position peaked at $544K in Q3 2023. 931 funds tracked by Wall St. Rank hold BIV as of Q2 2025.

GFG Capital reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q2 2025 after selling out during the quarter.
GFG Capital sold 4,615 Vanguard Intermediate-Term Bond ETF shares in Q2 2025, an estimated $353K.
GFG Capital first reported a position in Vanguard Intermediate-Term Bond ETF in Q3 2023 and held it in 7 quarters.
GFG Capital's Vanguard Intermediate-Term Bond ETF position peaked at $544K in Q3 2023.
931 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2025.

Based on GFG Capital's 13F filing for Q2 2025, filed 24 Jul 2025.