Jacobson & Schmitt Advisors’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Jacobson & Schmitt 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 Q1	–	Sell	-3,630	Closed	-$271K	–	49
2024 Q4	$271K	Sell	3,630 -228,966	-98%	-$17.4M	0.05%	66
2024 Q3	$18.2M	Buy	232,596 +4,276	+2%	+$330K	3.74%	4
2024 Q2	$17.1M	Buy	228,320 +3,614	+2%	+$269K	3.89%	5
2024 Q1	$16.9M	Buy	224,706 +21,604	+11%	+$1.63M	4.01%	4
2023 Q4	$15.5M	Buy	203,102 +10,358	+5%	+$759K	3.92%	5
2023 Q3	$13.9M	Buy	+192,744	New	+$14.3M	3.96%	6

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 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

Jacobson & Schmitt Advisors's BIV Position: Q1 2025 in Review

Jacobson & Schmitt Advisors sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q1 2025, closing a stake of 3,630 shares — an estimated $271K sold.

Jacobson & Schmitt Advisors first reported a position in BIV in Q3 2023 and held it in 6 quarters. The position peaked at $18.2M in Q3 2024. 921 funds tracked by Wall St. Rank hold BIV as of Q1 2025.

Jacobson & Schmitt Advisors reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q1 2025 after selling out during the quarter.
Jacobson & Schmitt Advisors sold 3,630 Vanguard Intermediate-Term Bond ETF shares in Q1 2025, an estimated $271K.
Jacobson & Schmitt Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q3 2023 and held it in 6 quarters.
Jacobson & Schmitt Advisors's Vanguard Intermediate-Term Bond ETF position peaked at $18.2M in Q3 2024.
921 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2025.

Based on Jacobson & Schmitt Advisors's 13F filing for Q1 2025, filed 2 May 2025.