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Lion Street Advisors’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Lion Street 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
Q3 		$894K Buy
10,058
+4,496
+81% +$348K 0.31% 63
2025
Q2 		$430K Sell
5,562
-884
-14% -$67.3K 0.13% 165
2025
Q1 		$494K Buy
6,446
+73
+1% +$5.51K 0.16% 144
2024
Q4 		$476K Buy
6,373
+765
+14% +$58.2K 0.15% 141
2024
Q3 		$439K Buy
5,608
+942
+20% +$72.6K 0.15% 148
2024
Q2 		$349K Sell
4,666
-64
-1% -$4.76K 0.13% 176
2024
Q1 		$361K Hold
4,730
– – 0.15% 152
2023
Q4 		$361K Sell
4,730
-1,935
-29% -$142K 0.15% 152
2023
Q3 		$482K Sell
6,665
-3,393
-34% -$251K 0.16% 124
2023
Q2 		$894K Buy
10,058
+1,525
+18% +$116K 0.3% 66
2023
Q1 		$655K Sell
8,533
-1,279
-13% -$96.9K 0.2% 92
2022
Q4 		$872K Buy
9,812
+601
+7% +$44.5K 0.46% 30
2022
Q3 		$677K Sell
9,211
-601
-6% -$46.5K 0.34% 38
2022
Q2 		$873K Sell
9,812
-657
-6% -$51.5K 0.46% 30
2022
Q1 		$856K Buy
10,469
+236
+2% +$19.9K 0.44% 29
2021
Q4 		$895K Buy
10,233
+421
+4% +$37.4K 0.44% 29
2021
Q3 		$879K Buy
9,812
+8,812
+881% +$798K 0.47% 26
2021
Q2 		$90K Buy
+1,000
New +$89.3K 3.26% 7
2021
Q1 		– Sell
-32,701
Closed -$3.04M – 16
2020
Q4 		$3.04M Sell
32,701
-3,805
-10% -$354K 7.42% 3
2020
Q3 		$3.43M Buy
36,506
+24,530
+205% +$2.3M 6.96% 4
2020
Q2 		$1.12M Sell
11,976
-118
-1% -$10.8K 7.8% 5
2020
Q1 		$1.08M Sell
12,094
-157
-1% -$13.9K 5.89% 4
2019
Q4 		$1.07M Buy
+12,251
New +$1.07M 5.13% 4

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

Lion Street Advisors's BIV Position: Q3 2025 in Review

Lion Street Advisors increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 81% in Q3 2025, buying an estimated $348K and bringing the position to 10,058 shares worth $894K. The position accounts for 0.31% of the portfolio, ranked #63.

Lion Street Advisors first reported a position in BIV in Q4 2019 and has held it in 23 quarters since. The position peaked at $3.43M in Q3 2020. 924 funds tracked by Wall St. Rank hold BIV as of Q3 2025.

  • Lion Street Advisors held 10,058 shares of Vanguard Intermediate-Term Bond ETF worth $894K as of Q3 2025.
  • Lion Street Advisors bought 4,496 Vanguard Intermediate-Term Bond ETF shares in Q3 2025, an estimated $348K.
  • Vanguard Intermediate-Term Bond ETF made up 0.31% of Lion Street Advisors's portfolio in Q3 2025, its #63 holding.
  • Lion Street Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2019 and has held it in 23 quarters since.
  • Lion Street Advisors's Vanguard Intermediate-Term Bond ETF position peaked at $3.43M in Q3 2020.
  • 924 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2025.

Based on Lion Street Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.