GPS Wealth Strategies Group’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

GPS Wealth Strategies 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 Q4	–	Sell	-762	Closed	-$59.5K	–	658
2025 Q3	$59.5K	Buy	762 +522	+218%	+$40.4K	0.01%	630
2025 Q2	$18.5K	Sell	240 -12	-5%	-$914	﹤0.01%	868
2025 Q1	$19.3K	Buy	252 +1	+0.4%	+$75	﹤0.01%	837
2024 Q4	$18.8K	Sell	251 -17	-6%	-$1.29K	﹤0.01%	806
2024 Q3	$21K	Buy	268 +1	+0.4%	+$77	﹤0.01%	794
2024 Q2	$20K	Buy	267 +63	+31%	+$4.68K	﹤0.01%	761
2024 Q1	$15.4K	Hold	204	–	–	﹤0.01%	776
2023 Q4	$15.6K	Hold	204	–	–	﹤0.01%	748
2023 Q3	$14.8K	Hold	204	–	–	﹤0.01%	762
2023 Q2	$15.3K	Hold	204	–	–	﹤0.01%	753
2023 Q1	$15.7K	Buy	+204	New	+$15.4K	﹤0.01%	746

Other funds holding BIV

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

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

TLFA

True Link Financial Advisors San Francisco, California $1.62B AUM 8.33% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

GPS Wealth Strategies Group's BIV Position: Q4 2025 in Review

GPS Wealth Strategies Group sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q4 2025, closing a stake of 762 shares — an estimated $59.5K sold.

GPS Wealth Strategies Group first reported a position in BIV in Q1 2023 and held it in 11 quarters. The position peaked at $59.5K in Q3 2025. 976 funds tracked by Wall St. Rank hold BIV as of Q4 2025.

GPS Wealth Strategies Group reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q4 2025 after selling out during the quarter.
GPS Wealth Strategies Group sold 762 Vanguard Intermediate-Term Bond ETF shares in Q4 2025, an estimated $59.5K.
GPS Wealth Strategies Group first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2023 and held it in 11 quarters.
GPS Wealth Strategies Group's Vanguard Intermediate-Term Bond ETF position peaked at $59.5K in Q3 2025.
976 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q4 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2025, filed 6 Feb 2026.