IF
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Integrity Financial’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Integrity Financial’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
-2,116
Closed -$165K – 288
2025
Q3 		$165K Sell
2,116
-3,026
-59% -$234K 0.08% 152
2025
Q2 		$398K Sell
5,142
-5,951
-54% -$453K 0.2% 94
2025
Q1 		$849K Sell
11,093
-185
-2% -$14K 0.48% 51
2024
Q4 		$843K Sell
11,278
-245
-2% -$18.6K 0.48% 51
2024
Q3 		$903K Sell
11,523
-275
-2% -$21.2K 0.53% 47
2024
Q2 		$884K Buy
11,798
+1,276
+12% +$94.8K 0.55% 44
2024
Q1 		$793K Sell
10,522
-833
-7% -$62.8K 0.54% 44
2023
Q4 		$867K Sell
11,355
-919
-7% -$67.3K 0.63% 42
2023
Q3 		$888K Sell
12,274
-159
-1% -$11.8K 0.67% 39
2023
Q2 		$935K Buy
12,433
+1,813
+17% +$138K 0.68% 39
2023
Q1 		$815K Buy
10,620
+3,936
+59% +$298K 0.66% 41
2022
Q4 		$497K Buy
+6,684
New +$495K 0.47% 48

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

Integrity Financial's BIV Position: Q4 2025 in Review

Integrity Financial sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q4 2025, closing a stake of 2,116 shares — an estimated $165K sold.

Integrity Financial first reported a position in BIV in Q4 2022 and held it in 12 quarters. The position peaked at $935K in Q2 2023. 978 funds tracked by Wall St. Rank hold BIV as of Q4 2025.

  • Integrity Financial reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Integrity Financial sold 2,116 Vanguard Intermediate-Term Bond ETF shares in Q4 2025, an estimated $165K.
  • Integrity Financial first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2022 and held it in 12 quarters.
  • Integrity Financial's Vanguard Intermediate-Term Bond ETF position peaked at $935K in Q2 2023.
  • 978 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q4 2025.

Based on Integrity Financial's 13F filing for Q4 2025, filed 13 Feb 2026.