KMG Fiduciary Partners’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

KMG Fiduciary Partners’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	-33,853	Closed	-$2.64M	–	263
2025 Q3	$2.64M	Sell	33,853 -365	-1%	-$28.3K	0.18%	118
2025 Q2	$2.65M	Buy	34,218 +602	+2%	+$45.9K	0.2%	112
2025 Q1	$2.57M	Buy	33,616 +266	+0.8%	+$20.1K	0.21%	105
2024 Q4	$2.49M	Sell	33,350 -639	-2%	-$48.6K	0.21%	105
2024 Q3	$2.66M	Sell	33,989 -291	-0.8%	-$22.4K	0.23%	101
2024 Q2	$2.57M	Buy	34,280 +11	+0%	+$817	0.25%	87
2024 Q1	$2.58M	Buy	34,269 +252	+0.7%	+$19K	0.27%	85
2023 Q4	$2.6M	Sell	34,017 -1,541	-4%	-$113K	0.3%	81
2023 Q3	$2.57M	Buy	35,558 +1,937	+6%	+$143K	0.34%	77
2023 Q2	$2.53M	Buy	33,621 +1,390	+4%	+$106K	0.33%	78
2023 Q1	$2.47M	Buy	32,231 +23,790	+282%	+$1.8M	0.35%	78
2022 Q4	$627K	Buy	+8,441	New	+$625K	0.1%	148

Other funds holding BIV

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

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

TLFA

True Link Financial Advisors San Francisco, California $1.62B AUM 8.33% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

KMG Fiduciary Partners's BIV Position: Q4 2025 in Review

KMG Fiduciary Partners sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q4 2025, closing a stake of 33,853 shares — an estimated $2.64M sold.

KMG Fiduciary Partners first reported a position in BIV in Q4 2022 and held it in 12 quarters. The position peaked at $2.66M in Q3 2024. 976 funds tracked by Wall St. Rank hold BIV as of Q4 2025.

KMG Fiduciary Partners reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q4 2025 after selling out during the quarter.
KMG Fiduciary Partners sold 33,853 Vanguard Intermediate-Term Bond ETF shares in Q4 2025, an estimated $2.64M.
KMG Fiduciary Partners first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2022 and held it in 12 quarters.
KMG Fiduciary Partners's Vanguard Intermediate-Term Bond ETF position peaked at $2.66M in Q3 2024.
976 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q4 2025.

Based on KMG Fiduciary Partners's 13F filing for Q4 2025, filed 14 Jan 2026.