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Marcum Wealth’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Marcum Wealth’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 		$618K Buy
8,074
+456
+6% +$34.4K 0.05% 165
2024
Q4 		$569K Sell
7,618
-324
-4% -$24.6K 0.05% 177
2024
Q3 		$622K Sell
7,942
-481
-6% -$37.1K 0.06% 163
2024
Q2 		$631K Buy
8,423
+264
+3% +$19.6K 0.06% 156
2024
Q1 		$615K Sell
8,159
-244
-3% -$18.4K 0.06% 160
2023
Q4 		$642K Sell
8,403
-1,451
-15% -$106K 0.07% 142
2023
Q3 		$713K Sell
9,854
-17
-0.2% -$1.26K 0.09% 123
2023
Q2 		$743K Sell
9,871
-391
-4% -$29.8K 0.09% 119
2023
Q1 		$788K Sell
10,262
-539
-5% -$40.8K 0.1% 120
2022
Q4 		$803K Sell
10,801
-2,402
-18% -$178K 0.11% 115
2022
Q3 		$970K Sell
13,203
-954
-7% -$73.8K 0.15% 81
2022
Q2 		$1.1M Sell
14,157
-114
-0.8% -$8.94K 0.16% 78
2022
Q1 		$1.17M Buy
14,271
+141
+1% +$11.9K 0.16% 83
2021
Q4 		$1.24M Buy
14,130
+45
+0.3% +$3.99K 0.17% 85
2021
Q3 		$1.26M Sell
14,085
-134
-0.9% -$12.1K 0.2% 72
2021
Q2 		$1.28M Sell
14,219
-432
-3% -$38.6K 0.21% 65
2021
Q1 		$1.3M Buy
14,651
+1,248
+9% +$113K 0.21% 64
2020
Q4 		$1.24M Sell
13,403
-830
-6% -$77.3K 0.29% 30
2020
Q3 		$1.33M Sell
14,233
-2,961
-17% -$277K 0.41% 32
2020
Q2 		$1.6M Buy
17,194
+2,095
+14% +$192K 0.49% 32
2020
Q1 		$1.35M Buy
15,099
+1,462
+11% +$130K 0.52% 23
2019
Q4 		$1.19M Buy
+13,637
New +$1.19M 0.45% 25

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
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 $377B AUM 19.32% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return

Marcum Wealth's BIV Position: Q1 2025 in Review

Marcum Wealth increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 6% in Q1 2025, buying an estimated $34.4K and bringing the position to 8,074 shares worth $618K. The position accounts for 0.05% of the portfolio, ranked #165.

Marcum Wealth first reported a position in BIV in Q4 2019 and has held it in 22 quarters since. The position peaked at $1.6M in Q2 2020. 922 funds tracked by Wall St. Rank hold BIV as of Q1 2025.

  • Marcum Wealth held 8,074 shares of Vanguard Intermediate-Term Bond ETF worth $618K as of Q1 2025.
  • Marcum Wealth bought 456 Vanguard Intermediate-Term Bond ETF shares in Q1 2025, an estimated $34.4K.
  • Vanguard Intermediate-Term Bond ETF made up 0.05% of Marcum Wealth's portfolio in Q1 2025, its #165 holding.
  • Marcum Wealth first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2019 and has held it in 22 quarters since.
  • Marcum Wealth's Vanguard Intermediate-Term Bond ETF position peaked at $1.6M in Q2 2020.
  • 922 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.