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

Guerra 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 Q3	$24.3K	Buy	+311	New	+$24.1K	0.01%	209

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

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

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

TLFA

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Guerra Advisors's BIV Position: Q3 2025 in Review

Guerra Advisors opened a new position in Vanguard Intermediate-Term Bond ETF (BIV) in Q3 2025: 311 shares worth $24.3K. The stake represents 0.01% of the portfolio and ranks #209 among its holdings.

925 funds tracked by Wall St. Rank hold BIV as of Q3 2025.

Guerra Advisors held 311 shares of Vanguard Intermediate-Term Bond ETF worth $24.3K as of Q3 2025.
Vanguard Intermediate-Term Bond ETF was a new Guerra Advisors position in Q3 2025.
Vanguard Intermediate-Term Bond ETF made up 0.01% of Guerra Advisors's portfolio in Q3 2025, its #209 holding.
925 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2025.

Based on Guerra Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.