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

Merriman Wealth Management’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
2024
Q4 		$1.18M Hold
15,752
– – 0.05% 79
2024
Q3 		$1.23M Hold
15,752
– – 0.05% 92
2024
Q2 		$1.18M Sell
15,752
-77,443
-83% -$5.75M 0.05% 88
2024
Q1 		$7.03M Sell
93,195
-667
-0.7% -$50.3K 0.31% 33
2023
Q4 		$7.17M Buy
93,862
+75,068
+399% +$5.5M 0.35% 30
2023
Q3 		$1.36M Buy
18,794
+4,137
+28% +$306K 0.07% 67
2023
Q2 		$1.1M Buy
14,657
+3,042
+26% +$232K 0.05% 97
2023
Q1 		$891K Sell
11,615
-326
-3% -$24.7K 0.05% 101
2022
Q4 		$887K Sell
11,941
-763
-6% -$56.5K 0.05% 108
2022
Q3 		$933K Sell
12,704
-518
-4% -$40.1K 0.06% 70
2022
Q2 		$1.03M Buy
+13,222
New +$1.04M 0.07% 66
2021
Q4 		– Sell
-2,490
Closed -$223K – 208
2021
Q3 		$223K Buy
2,490
+216
+9% +$19.6K 0.02% 191
2021
Q2 		$205K Buy
+2,274
New +$203K 0.02% 212
2021
Q1 		– Sell
-79,637
Closed -$7.39M – 184
2020
Q4 		$7.39M Buy
+79,637
New +$7.42M 0.79% 28
2020
Q1 		– Sell
-90,214
Closed -$7.87M – 153
2019
Q4 		$7.87M Sell
90,214
-1,724
-2% -$151K 1.52% 15
2019
Q3 		$8.09M Sell
91,938
-1,405
-2% -$123K 1.64% 14
2019
Q2 		$80.6K Sell
93,343
-1,207
-1% -$102K 1.55% 14
2019
Q1 		$7.94M Buy
94,550
+299
+0.3% +$24.6K 1.5% 14
2018
Q4 		$7.68M Buy
+94,251
New +$7.55M 1.66% 13
2015
Q4 		– Sell
-97,084
Closed -$8.24M – 38
2015
Q3 		$8.24M Buy
+97,084
New +$8.17M 4.62% 4

Other funds holding BIV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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
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

Merriman Wealth Management's BIV Position: Q4 2024 in Review

Merriman Wealth Management held its Vanguard Intermediate-Term Bond ETF (BIV) position steady in Q4 2024 at 15,752 shares worth $1.18M. The position accounts for 0.05% of the portfolio, ranked #79.

Merriman Wealth Management first reported a position in BIV in Q3 2015 and has held it in 20 quarters since. The position peaked at $8.24M in Q3 2015. 933 funds tracked by Wall St. Rank hold BIV as of Q4 2024.

  • Merriman Wealth Management held 15,752 shares of Vanguard Intermediate-Term Bond ETF worth $1.18M as of Q4 2024.
  • Merriman Wealth Management left its Vanguard Intermediate-Term Bond ETF share count unchanged in Q4 2024.
  • Vanguard Intermediate-Term Bond ETF made up 0.05% of Merriman Wealth Management's portfolio in Q4 2024, its #79 holding.
  • Merriman Wealth Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q3 2015 and has held it in 20 quarters since.
  • Merriman Wealth Management's Vanguard Intermediate-Term Bond ETF position peaked at $8.24M in Q3 2015.
  • 933 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q4 2024.

Based on Merriman Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.