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

Martel Wealth 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 		– Sell
-3,342
Closed -$258K – 71
2025
Q2 		$258K Buy
3,342
+34
+1% +$2.59K 0.05% 61
2025
Q1 		$253K Sell
3,308
-109
-3% -$8.22K 0.05% 61
2024
Q4 		$255K Sell
3,417
-232
-6% -$17.6K 0.05% 61
2024
Q3 		$282K Buy
3,649
+307
+9% +$23.7K 0.06% 41
2024
Q2 		$250K Buy
3,342
+31
+0.9% +$2.3K 0.05% 44
2024
Q1 		$250K Buy
3,311
+19
+0.6% +$1.43K 0.05% 48
2023
Q4 		$251K Sell
3,292
-14
-0.4% -$1.02K 0.06% 49
2023
Q3 		$239K Sell
3,306
-1
-0% -$74 0.06% 46
2023
Q2 		$249K Buy
3,307
+24
+0.7% +$1.83K 0.06% 46
2023
Q1 		$252K Buy
3,283
+15
+0.5% +$1.14K 0.06% 43
2022
Q4 		$243K Buy
3,268
+28
+0.9% +$2.08K 0.07% 45
2022
Q3 		$238K Buy
3,240
+19
+0.6% +$1.47K 0.07% 43
2022
Q2 		$250K Buy
3,221
+18
+0.6% +$1.41K 0.07% 45
2022
Q1 		$262K Buy
3,203
+10
+0.3% +$844 0.06% 45
2021
Q4 		$280K Buy
3,193
+55
+2% +$4.88K 0.07% 43
2021
Q3 		$281K Sell
3,138
-224
-7% -$20.3K 0.07% 43
2021
Q2 		$302K Sell
3,362
-14
-0.4% -$1.25K 0.08% 43
2021
Q1 		$300K Buy
3,376
+11
+0.3% +$999 0.08% 40
2020
Q4 		$312K Buy
3,365
+46
+1% +$4.28K 0.09% 40
2020
Q3 		$310K Sell
3,319
-36
-1% -$3.37K 0.1% 37
2020
Q2 		$313K Sell
3,355
-53
-2% -$4.85K 0.11% 36
2020
Q1 		$304K Buy
3,408
+15
+0.4% +$1.33K 0.12% 32
2019
Q4 		$296K Buy
3,393
+30
+0.9% +$2.63K 0.1% 35
2019
Q3 		$296K Sell
3,363
-33
-1% -$2.88K 0.11% 34
2019
Q2 		$294K Sell
3,396
-126
-4% -$10.6K 0.11% 34
2019
Q1 		$296K Buy
3,522
+18
+0.5% +$1.48K 0.11% 34
2018
Q4 		$285K Sell
3,504
-44
-1% -$3.52K 0.12% 34
2018
Q3 		$286K Buy
+3,548
New +$287K 0.11% 31

Other funds holding BIV

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
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
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Martel Wealth Advisors's BIV Position: Q3 2025 in Review

Martel Wealth Advisors sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q3 2025, closing a stake of 3,342 shares — an estimated $258K sold.

Martel Wealth Advisors first reported a position in BIV in Q3 2018 and held it in 28 quarters. The position peaked at $313K in Q2 2020. 925 funds tracked by Wall St. Rank hold BIV as of Q3 2025.

  • Martel Wealth Advisors reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Martel Wealth Advisors sold 3,342 Vanguard Intermediate-Term Bond ETF shares in Q3 2025, an estimated $258K.
  • Martel Wealth Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q3 2018 and held it in 28 quarters.
  • Martel Wealth Advisors's Vanguard Intermediate-Term Bond ETF position peaked at $313K in Q2 2020.
  • 925 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2025.

Based on Martel Wealth Advisors's 13F filing for Q3 2025, filed 14 Oct 2025.