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McClarren Financial Advisors’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

McClarren Financial 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
Q2 		– Sell
-481
Closed -$64K – 109
2025
Q1 		$64K Buy
+481
New +$36.3K 0.04% 125
2024
Q4 		– Sell
-156
Closed -$67 – 218
2024
Q3 		$67 Buy
+156
New +$12K 0.01% 111

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
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
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 $1.62B AUM 8.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

McClarren Financial Advisors's BIV Position: Q2 2025 in Review

McClarren Financial Advisors sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q2 2025, closing a stake of 481 shares — an estimated $64K sold.

McClarren Financial Advisors first reported a position in BIV in Q3 2024 and held it in 2 quarters. The position peaked at $64K in Q1 2025. 931 funds tracked by Wall St. Rank hold BIV as of Q2 2025.

  • McClarren Financial Advisors reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q2 2025 after selling out during the quarter.
  • McClarren Financial Advisors sold 481 Vanguard Intermediate-Term Bond ETF shares in Q2 2025, an estimated $64K.
  • McClarren Financial Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q3 2024 and held it in 2 quarters.
  • McClarren Financial Advisors's Vanguard Intermediate-Term Bond ETF position peaked at $64K in Q1 2025.
  • 931 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2025.

Based on McClarren Financial Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.