Grey Fox Wealth Advisors’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Grey Fox Wealth 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
2026 Q1	$30.1M	Buy	389,586 +106,754	+38%	+$8.31M	5.8%	4
2025 Q4	$22M	Buy	282,832 +91,080	+47%	+$7.12M	4.51%	6
2025 Q3	$15M	Buy	191,752 +52,743	+38%	+$4.08M	3.05%	8
2025 Q2	$10.8M	Buy	139,009 +53,646	+63%	+$4.09M	2.56%	9
2025 Q1	$6.54M	Buy	85,363 +70,187	+462%	+$5.29M	1.74%	11
2024 Q4	$1.13M	Buy	+15,176	New	+$1.15M	0.31%	51
2023 Q2	–	Sell	-235	Closed	-$18.1K	–	147
2023 Q1	$18.1K	Buy	235 +1	+0.4%	+$76	0.01%	267
2022 Q4	$17.4K	Buy	+234	New	+$17.3K	0.01%	242

Other funds holding BIV

Wells Fargo San Francisco, California $501B 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 New York $761B AUM 31.28% 1-Year Est. Return

EP Wealth Advisors Torrance, California $20.3B AUM

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

Baird Financial Group

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

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

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return