J.W. Coons Advisors’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

J.W. Coons 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 Q2	$284K	Hold	3,671	–	–	0.06%	209
2025 Q1	$281K	Hold	3,671	–	–	0.07%	199
2024 Q4	$274K	Hold	3,671	–	–	0.07%	202
2024 Q3	$288K	Hold	3,671	–	–	0.07%	202
2024 Q2	$275K	Hold	3,671	–	–	0.07%	202
2024 Q1	$277K	Hold	3,671	–	–	0.06%	202
2023 Q4	$280K	Buy	+3,671	New	+$269K	0.08%	196

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

J.W. Coons Advisors's BIV Position: Q2 2025 in Review

J.W. Coons Advisors held its Vanguard Intermediate-Term Bond ETF (BIV) position steady in Q2 2025 at 3,671 shares worth $284K. The position accounts for 0.06% of the portfolio, ranked #209.

J.W. Coons Advisors first reported a position in BIV in Q4 2023 and has held it in 7 quarters since. The position peaked at $288K in Q3 2024. 931 funds tracked by Wall St. Rank hold BIV as of Q2 2025.

J.W. Coons Advisors held 3,671 shares of Vanguard Intermediate-Term Bond ETF worth $284K as of Q2 2025.
J.W. Coons Advisors left its Vanguard Intermediate-Term Bond ETF share count unchanged in Q2 2025.
Vanguard Intermediate-Term Bond ETF made up 0.06% of J.W. Coons Advisors's portfolio in Q2 2025, its #209 holding.
J.W. Coons Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2023 and has held it in 7 quarters since.
J.W. Coons Advisors's Vanguard Intermediate-Term Bond ETF position peaked at $288K in Q3 2024.
931 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2025.

Based on J.W. Coons Advisors's 13F filing for Q2 2025, filed 5 Aug 2025.