GWMI
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Guardian Wealth Management (Illinois)’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Guardian Wealth Management (Illinois)’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
-1,851
Closed -$142K – 76
2025
Q1 		$142K Buy
1,851
+8
+0.4% +$604 0.09% 69
2024
Q4 		$138K Sell
1,843
-144
-7% -$10.9K 0.09% 73
2024
Q3 		$156K Sell
1,987
-161
-7% -$12.4K 0.11% 70
2024
Q2 		$161K Buy
2,148
+9
+0.4% +$669 0.12% 68
2024
Q1 		$161K Sell
2,139
-477
-18% -$36K 0.12% 69
2023
Q4 		$200K Buy
2,616
+76
+3% +$5.57K 0.17% 66
2023
Q3 		$184K Buy
2,540
+101
+4% +$7.47K 0.17% 68
2023
Q2 		$183K Sell
2,439
-352
-13% -$26.8K 0.17% 68
2023
Q1 		$214K Sell
2,791
-1,034
-27% -$78.3K 0.21% 70
2022
Q4 		$284K Buy
3,825
+1,259
+49% +$93.3K 0.28% 67
2022
Q3 		$189K Buy
2,566
+93
+4% +$7.2K 0.21% 73
2022
Q2 		$192K Buy
2,473
+14
+0.6% +$1.1K 0.21% 74
2022
Q1 		$201K Buy
2,459
+391
+19% +$33K 0.2% 77
2021
Q4 		$181K Buy
+2,068
New +$183K 0.17% 73

Other funds holding BIV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
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
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
LPL Financial
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Guardian Wealth Management (Illinois)'s BIV Position: Q2 2025 in Review

Guardian Wealth Management (Illinois) sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q2 2025, closing a stake of 1,851 shares — an estimated $142K sold.

Guardian Wealth Management (Illinois) first reported a position in BIV in Q4 2021 and held it in 14 quarters. The position peaked at $284K in Q4 2022. 931 funds tracked by Wall St. Rank hold BIV as of Q2 2025.

  • Guardian Wealth Management (Illinois) reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Guardian Wealth Management (Illinois) sold 1,851 Vanguard Intermediate-Term Bond ETF shares in Q2 2025, an estimated $142K.
  • Guardian Wealth Management (Illinois) first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2021 and held it in 14 quarters.
  • Guardian Wealth Management (Illinois)'s Vanguard Intermediate-Term Bond ETF position peaked at $284K in Q4 2022.
  • 931 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2025.

Based on Guardian Wealth Management (Illinois)'s 13F filing for Q2 2025, filed 14 Aug 2025.