Lebenthal Global Advisors’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Lebenthal Global 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	-4,831	Closed	-$361K	–	181
2024 Q4	$361K	Buy	4,831 +461	+11%	+$35K	0.07%	157
2024 Q3	$342K	Buy	4,370 +210	+5%	+$16.2K	0.07%	152
2024 Q2	$312K	Sell	4,160 -2	-0%	-$149	0.07%	148
2024 Q1	$314K	Buy	4,162 +102	+3%	+$7.69K	0.07%	155
2023 Q4	$310K	Sell	4,060 -134	-3%	-$9.81K	0.07%	152
2023 Q3	$303K	Buy	4,194 +19	+0.5%	+$1.41K	0.09%	104
2023 Q2	$314K	Buy	4,175 +179	+4%	+$13.6K	0.09%	96
2023 Q1	$307K	Buy	3,996 +378	+10%	+$28.6K	0.09%	96
2022 Q4	$269K	Buy	3,618 +16	+0.4%	+$1.19K	0.09%	114
2022 Q3	$264K	Buy	+3,602	New	+$279K	0.12%	97
2021 Q1	–	Sell	-1	Closed	–	–	176
2020 Q4	$0	Buy	+1	New	+$93	﹤0.01%	559

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

Lebenthal Global Advisors's BIV Position: Q1 2025 in Review

Lebenthal Global Advisors sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q1 2025, closing a stake of 4,831 shares — an estimated $361K sold.

Lebenthal Global Advisors first reported a position in BIV in Q4 2020 and held it in 11 quarters. The position peaked at $361K in Q4 2024. 921 funds tracked by Wall St. Rank hold BIV as of Q1 2025.

Lebenthal Global Advisors reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q1 2025 after selling out during the quarter.
Lebenthal Global Advisors sold 4,831 Vanguard Intermediate-Term Bond ETF shares in Q1 2025, an estimated $361K.
Lebenthal Global Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2020 and held it in 11 quarters.
Lebenthal Global Advisors's Vanguard Intermediate-Term Bond ETF position peaked at $361K in Q4 2024.
921 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2025.

Based on Lebenthal Global Advisors's 13F filing for Q1 2025, filed 15 May 2025.