Goldstone Financial Group’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Goldstone Financial Group’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 Q1	–	Sell	-7,489	Closed	-$560K	–	205
2024 Q4	$560K	Sell	7,489 -145,035	-95%	-$11M	0.09%	117
2024 Q3	$12M	Buy	152,524 +18,696	+14%	+$1.44M	2.08%	12
2024 Q2	$10M	Sell	133,828 -5,657	-4%	-$420K	2.01%	13
2024 Q1	$10.5M	Buy	139,485 +5,989	+4%	+$451K	2.41%	9
2023 Q4	$10.2M	Buy	133,496 +37,714	+39%	+$2.76M	2.63%	9
2023 Q3	$6.93M	Buy	95,782 +2,883	+3%	+$213K	2.05%	13
2023 Q2	$6.99M	Buy	+92,899	New	+$7.08M	2.06%	12

Other funds holding BIV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

TLFA

True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return

Goldstone Financial Group's BIV Position: Q1 2025 in Review

Goldstone Financial Group sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q1 2025, closing a stake of 7,489 shares — an estimated $560K sold.

Goldstone Financial Group first reported a position in BIV in Q2 2023 and held it in 7 quarters. The position peaked at $12M in Q3 2024. 923 funds tracked by Wall St. Rank hold BIV as of Q1 2025.

Goldstone Financial Group reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q1 2025 after selling out during the quarter.
Goldstone Financial Group sold 7,489 Vanguard Intermediate-Term Bond ETF shares in Q1 2025, an estimated $560K.
Goldstone Financial Group first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2023 and held it in 7 quarters.
Goldstone Financial Group's Vanguard Intermediate-Term Bond ETF position peaked at $12M in Q3 2024.
923 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2025.

Based on Goldstone Financial Group's 13F filing for Q1 2025, filed 16 Apr 2025.