Legacy Financial Group (Iowa)
BIV icon

Legacy Financial Group (Iowa)’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Legacy Financial Group (Iowa)’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
Q3 		– Sell
-2,850
Closed -$220K – 119
2025
Q2 		$220K Hold
2,850
– – 0.03% 111
2025
Q1 		$218K Hold
2,850
– – 0.03% 105
2024
Q4 		$213K Buy
+2,850
New +$217K 0.03% 106

Other funds holding BIV

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
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
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Legacy Financial Group (Iowa)'s BIV Position: Q3 2025 in Review

Legacy Financial Group (Iowa) sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q3 2025, closing a stake of 2,850 shares — an estimated $220K sold.

Legacy Financial Group (Iowa) first reported a position in BIV in Q4 2024 and held it in 3 quarters. The position peaked at $220K in Q2 2025. 924 funds tracked by Wall St. Rank hold BIV as of Q3 2025.

  • Legacy Financial Group (Iowa) reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 2,850 Vanguard Intermediate-Term Bond ETF shares in Q3 2025, an estimated $220K.
  • Legacy Financial Group (Iowa) first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2024 and held it in 3 quarters.
  • Legacy Financial Group (Iowa)'s Vanguard Intermediate-Term Bond ETF position peaked at $220K in Q2 2025.
  • 924 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2025.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q3 2025, filed 6 Jan 2026.