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Hopwood Financial Services’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Hopwood Financial Services’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
-139
Closed -$10.9K – 108
2025
Q3 		$10.9K Hold
139
– – 0.01% 246
2025
Q2 		$10.8K Hold
139
– – 0.01% 230
2025
Q1 		$10.6K Sell
139
-50
-26% -$3.77K 0.01% 234
2024
Q4 		$14.1K Buy
+189
New +$14.4K 0.01% 218

Other funds holding BIV

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Hopwood Financial Services's BIV Position: Q4 2025 in Review

Hopwood Financial Services sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q4 2025, closing a stake of 139 shares — an estimated $10.9K sold.

Hopwood Financial Services first reported a position in BIV in Q4 2024 and held it in 4 quarters. The position peaked at $14.1K in Q4 2024. 978 funds tracked by Wall St. Rank hold BIV as of Q4 2025.

  • Hopwood Financial Services reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Hopwood Financial Services sold 139 Vanguard Intermediate-Term Bond ETF shares in Q4 2025, an estimated $10.9K.
  • Hopwood Financial Services first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2024 and held it in 4 quarters.
  • Hopwood Financial Services's Vanguard Intermediate-Term Bond ETF position peaked at $14.1K in Q4 2024.
  • 978 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q4 2025.

Based on Hopwood Financial Services's 13F filing for Q4 2025, filed 16 Jan 2026.