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Miller Equity Capital Advisors’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Miller Equity Capital 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
Q1 		– Sell
-3,705
Closed -$277K – 9
2024
Q4 		$277K Buy
3,705
+25
+0.7% +$1.9K 0.11% 51
2024
Q3 		$288K Hold
3,680
– – 0.11% 52
2024
Q2 		$276K Hold
3,680
– – 0.11% 52
2024
Q1 		$277K Hold
3,680
– – 0.11% 52
2023
Q4 		$281K Hold
3,680
– – 0.13% 48
2023
Q3 		$266K Hold
3,680
– – 0.14% 49
2023
Q2 		$277K Hold
3,680
– – 0.14% 49
2023
Q1 		$282K Hold
3,680
– – 0.16% 49
2022
Q4 		$273K Hold
3,680
– – 0.18% 48
2022
Q3 		$270K Hold
3,680
– – 0.2% 47
2022
Q2 		$286K Hold
3,680
– – 0.24% 46
2022
Q1 		$301K Hold
3,680
– – 0.26% 45
2021
Q4 		$322K Buy
3,680
+1,115
+43% +$98.9K 0.3% 41
2021
Q3 		$229K Sell
2,565
-10
-0.4% -$906 0.23% 43
2021
Q2 		$232K Buy
2,575
+50
+2% +$4.47K 0.24% 42
2021
Q1 		$224K Buy
2,525
+40
+2% +$3.63K 0.28% 41
2020
Q4 		$231K Buy
2,485
+160
+7% +$14.9K 0.31% 40
2020
Q3 		$217K Hold
2,325
– – 0.33% 38
2020
Q2 		$217K Hold
2,325
– – 0.35% 35
2020
Q1 		$208K Sell
2,325
-3,840
-62% -$341K 0.39% 34
2019
Q4 		$538K Buy
+6,165
New +$540K 0.69% 29

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 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

Miller Equity Capital Advisors's BIV Position: Q1 2025 in Review

Miller Equity Capital Advisors sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q1 2025, closing a stake of 3,705 shares — an estimated $277K sold.

Miller Equity Capital Advisors first reported a position in BIV in Q4 2019 and held it in 21 quarters. The position peaked at $538K in Q4 2019. 923 funds tracked by Wall St. Rank hold BIV as of Q1 2025.

  • Miller Equity Capital Advisors reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Miller Equity Capital Advisors sold 3,705 Vanguard Intermediate-Term Bond ETF shares in Q1 2025, an estimated $277K.
  • Miller Equity Capital Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2019 and held it in 21 quarters.
  • Miller Equity Capital Advisors's Vanguard Intermediate-Term Bond ETF position peaked at $538K in Q4 2019.
  • 923 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2025.

Based on Miller Equity Capital Advisors's 13F filing for Q1 2025, filed 29 Apr 2025.