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Lindbrook Capital’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Lindbrook Capital’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 		$4.82K Hold
63
– – ﹤0.01% 1965
2024
Q4 		$4.71K Hold
63
– – ﹤0.01% 2010
2024
Q3 		$4.94K Buy
+63
New +$4.86K ﹤0.01% 2020

Other funds holding BIV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return

Lindbrook Capital's BIV Position: Q1 2025 in Review

Lindbrook Capital held its Vanguard Intermediate-Term Bond ETF (BIV) position steady in Q1 2025 at 63 shares worth $4.82K. The position accounts for ﹤0.01% of the portfolio, ranked #1965.

Lindbrook Capital first reported a position in BIV in Q3 2024 and has held it in 3 quarters since. The position peaked at $4.94K in Q3 2024. 922 funds tracked by Wall St. Rank hold BIV as of Q1 2025.

  • Lindbrook Capital held 63 shares of Vanguard Intermediate-Term Bond ETF worth $4.82K as of Q1 2025.
  • Lindbrook Capital left its Vanguard Intermediate-Term Bond ETF share count unchanged in Q1 2025.
  • Vanguard Intermediate-Term Bond ETF made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #1965 holding.
  • Lindbrook Capital first reported a position in Vanguard Intermediate-Term Bond ETF in Q3 2024 and has held it in 3 quarters since.
  • Lindbrook Capital's Vanguard Intermediate-Term Bond ETF position peaked at $4.94K in Q3 2024.
  • 922 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.