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Hoey Investments’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Hoey Investments’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 		– Sell
-99
Closed -$7.66K – 416
2025
Q2 		$7.66K Sell
99
-143
-59% -$10.9K ﹤0.01% 254
2025
Q1 		$18.5K Buy
+242
New +$18.3K ﹤0.01% 182
2022
Q3 		– Sell
-23
Closed -$2K – 311
2022
Q2 		$2K Buy
+23
New +$1.8K ﹤0.01% 249

Other funds holding BIV

Wells Fargo
Wells Fargo San Francisco, California $530B 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
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
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
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Hoey Investments's BIV Position: Q3 2025 in Review

Hoey Investments sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q3 2025, closing a stake of 99 shares — an estimated $7.66K sold.

Hoey Investments first reported a position in BIV in Q2 2022 and held it in 3 quarters. The position peaked at $18.5K in Q1 2025. 924 funds tracked by Wall St. Rank hold BIV as of Q3 2025.

  • Hoey Investments reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Hoey Investments sold 99 Vanguard Intermediate-Term Bond ETF shares in Q3 2025, an estimated $7.66K.
  • Hoey Investments first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2022 and held it in 3 quarters.
  • Hoey Investments's Vanguard Intermediate-Term Bond ETF position peaked at $18.5K in Q1 2025.
  • 924 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2025.

Based on Hoey Investments's 13F filing for Q3 2025, filed 13 Nov 2025.