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Legacy Investment Solutions’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Legacy Investment Solutions’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 		$93.3K Buy
+1,206
New +$91.9K 0.05% 113
2024
Q4 		$123K Buy
1,637
+52
+3% +$3.95K 0.08% 81
2024
Q3 		$119K Buy
+1,585
New +$122K 0.07% 77

Other funds holding BIV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Legacy Investment Solutions's BIV Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in Vanguard Intermediate-Term Bond ETF (BIV) in Q2 2025: 1,206 shares worth $93.3K. The stake represents 0.05% of the portfolio and ranks #113 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in BIV as recently as Q4 2024.

Legacy Investment Solutions first reported a position in BIV in Q3 2024 and has held it in 3 quarters since. The position peaked at $123K in Q4 2024. 931 funds tracked by Wall St. Rank hold BIV as of Q2 2025.

  • Legacy Investment Solutions held 1,206 shares of Vanguard Intermediate-Term Bond ETF worth $93.3K as of Q2 2025.
  • Vanguard Intermediate-Term Bond ETF was a new Legacy Investment Solutions position in Q2 2025.
  • Vanguard Intermediate-Term Bond ETF made up 0.05% of Legacy Investment Solutions's portfolio in Q2 2025, its #113 holding.
  • Legacy Investment Solutions first reported a position in Vanguard Intermediate-Term Bond ETF in Q3 2024 and has held it in 3 quarters since.
  • Legacy Investment Solutions's Vanguard Intermediate-Term Bond ETF position peaked at $123K in Q4 2024.
  • 931 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.