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

INVST’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	-44,738	Closed	-$3.43M	–	300
2025 Q1	$3.43M	Sell	44,738 -6,857	-13%	-$517K	0.47%	50
2024 Q4	$3.86M	Sell	51,595 -340	-0.7%	-$25.9K	0.47%	48
2024 Q3	$4.07M	Sell	51,935 -7,955	-13%	-$613K	0.49%	46
2024 Q2	$4.45M	Sell	59,890 -9,604	-14%	-$714K	0.49%	46
2024 Q1	$5.19M	Buy	69,494 +4,744	+7%	+$358K	0.61%	38
2023 Q4	$4.9M	Buy	+64,750	New	+$4.74M	0.63%	39

Other funds holding BIV

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

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

INVST's BIV Position: Q2 2025 in Review

INVST sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q2 2025, closing a stake of 44,738 shares — an estimated $3.43M sold.

INVST first reported a position in BIV in Q4 2023 and held it in 6 quarters. The position peaked at $5.19M in Q1 2024. 931 funds tracked by Wall St. Rank hold BIV as of Q2 2025.

INVST reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q2 2025 after selling out during the quarter.
INVST sold 44,738 Vanguard Intermediate-Term Bond ETF shares in Q2 2025, an estimated $3.43M.
INVST first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2023 and held it in 6 quarters.
INVST's Vanguard Intermediate-Term Bond ETF position peaked at $5.19M in Q1 2024.
931 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2025.

Based on INVST's 13F filing for Q2 2025, filed 16 Oct 2025.