Good Life Advisors’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Good Life 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	$5.23M	Sell	67,651 -5,572	-8%	-$424K	0.33%	65
2025 Q1	$5.61M	Buy	73,223 +1,242	+2%	+$93.7K	0.39%	52
2024 Q4	$5.38M	Buy	71,981 +8,591	+14%	+$653K	0.39%	48
2024 Q3	$4.97M	Buy	63,390 +14,198	+29%	+$1.09M	0.31%	69
2024 Q2	$3.68M	Buy	49,192 +20,450	+71%	+$1.52M	0.3%	67
2024 Q1	$2.17M	Buy	28,742 +13,670	+91%	+$1.03M	0.19%	98
2023 Q4	$1.15M	Buy	15,072 +7,049	+88%	+$516K	0.11%	143
2023 Q3	$580K	Buy	+8,023	New	+$593K	0.07%	197
2021 Q4	–	Sell	-2,266	Closed	-$203K	–	396
2021 Q3	$203K	Buy	+2,266	New	+$205K	0.03%	347

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Good Life Advisors's BIV Position: Q2 2025 in Review

Good Life Advisors reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 7.6% in Q2 2025, selling an estimated $424K and leaving 67,651 shares worth $5.23M. The position accounts for 0.33% of the portfolio, ranked #65.

Good Life Advisors first reported a position in BIV in Q3 2021 and has held it in 9 quarters since. The position peaked at $5.61M in Q1 2025. 932 funds tracked by Wall St. Rank hold BIV as of Q2 2025.

Good Life Advisors held 67,651 shares of Vanguard Intermediate-Term Bond ETF worth $5.23M as of Q2 2025.
Good Life Advisors sold 5,572 Vanguard Intermediate-Term Bond ETF shares in Q2 2025, an estimated $424K.
Vanguard Intermediate-Term Bond ETF made up 0.33% of Good Life Advisors's portfolio in Q2 2025, its #65 holding.
Good Life Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q3 2021 and has held it in 9 quarters since.
Good Life Advisors's Vanguard Intermediate-Term Bond ETF position peaked at $5.61M in Q1 2025.
932 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2025.

Based on Good Life Advisors's 13F filing for Q2 2025, filed 8 Aug 2025.