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My Personal CFO LLC’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

My Personal CFO LLC’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
Q4 		– Sell
-3,568
Closed -$279K – 99
2025
Q3 		$279K Buy
+3,568
New +$276K 0.11% 74

Other funds holding BIV

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
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
TLFA
True Link Financial Advisors San Francisco, California $1.62B AUM 8.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

My Personal CFO LLC's BIV Position: Q4 2025 in Review

My Personal CFO LLC sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q4 2025, closing a stake of 3,568 shares — an estimated $279K sold.

My Personal CFO LLC first reported a position in BIV in Q3 2025 and held it in 1 quarter. The position peaked at $279K in Q3 2025. 977 funds tracked by Wall St. Rank hold BIV as of Q4 2025.

  • My Personal CFO LLC reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q4 2025 after selling out during the quarter.
  • My Personal CFO LLC sold 3,568 Vanguard Intermediate-Term Bond ETF shares in Q4 2025, an estimated $279K.
  • My Personal CFO LLC first reported a position in Vanguard Intermediate-Term Bond ETF in Q3 2025 and held it in 1 quarter.
  • My Personal CFO LLC's Vanguard Intermediate-Term Bond ETF position peaked at $279K in Q3 2025.
  • 977 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q4 2025.

Based on My Personal CFO LLC's 13F filing for Q4 2025, filed 15 Jan 2026.