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Martin Worley Group’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Martin Worley Group’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 		$273K Hold
3,525
– – 0.13% 79
2025
Q1 		$270K Hold
3,525
– – 0.15% 73
2024
Q4 		$263K Buy
+3,525
New +$268K 0.16% 76

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 $617B AUM 30.33% 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
EWA
EP Wealth Advisors Torrance, California $26.2B 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Martin Worley Group's BIV Position: Q2 2025 in Review

Martin Worley Group held its Vanguard Intermediate-Term Bond ETF (BIV) position steady in Q2 2025 at 3,525 shares worth $273K. The position accounts for 0.13% of the portfolio, ranked #79.

Martin Worley Group first reported a position in BIV in Q4 2024 and has held it in 3 quarters since. 932 funds tracked by Wall St. Rank hold BIV as of Q2 2025.

  • Martin Worley Group held 3,525 shares of Vanguard Intermediate-Term Bond ETF worth $273K as of Q2 2025.
  • Martin Worley Group left its Vanguard Intermediate-Term Bond ETF share count unchanged in Q2 2025.
  • Vanguard Intermediate-Term Bond ETF made up 0.13% of Martin Worley Group's portfolio in Q2 2025, its #79 holding.
  • Martin Worley Group first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2024 and has held it in 3 quarters since.
  • 932 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2025.

Based on Martin Worley Group's 13F filing for Q2 2025, filed 12 Aug 2025.