MYCIO Wealth Partners’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

MYCIO Wealth Partners’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	-17,160	Closed	-$1.28M	–	51
2024 Q4	$1.28M	Buy	17,160 +2,311	+16%	+$176K	0.31%	23
2024 Q3	$1.16M	Hold	14,849	–	–	0.27%	23
2024 Q2	$1.11M	Hold	14,849	–	–	0.28%	24
2024 Q1	$1.12M	Buy	+14,849	New	+$1.12M	0.28%	25
2020 Q1	–	Sell	-1,078	Closed	-$94K	–	66
2019 Q4	$94K	Hold	1,078	–	–	0.01%	361
2019 Q3	$95K	Buy	1,078 +378	+54%	+$33K	0.01%	329
2019 Q2	$61K	Buy	+700	New	+$59.1K	﹤0.01%	335

Other funds holding BIV

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

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

MYCIO Wealth Partners's BIV Position: Q1 2025 in Review

MYCIO Wealth Partners sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q1 2025, closing a stake of 17,160 shares — an estimated $1.28M sold.

MYCIO Wealth Partners first reported a position in BIV in Q2 2019 and held it in 7 quarters. The position peaked at $1.28M in Q4 2024. 921 funds tracked by Wall St. Rank hold BIV as of Q1 2025.

MYCIO Wealth Partners reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q1 2025 after selling out during the quarter.
MYCIO Wealth Partners sold 17,160 Vanguard Intermediate-Term Bond ETF shares in Q1 2025, an estimated $1.28M.
MYCIO Wealth Partners first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2019 and held it in 7 quarters.
MYCIO Wealth Partners's Vanguard Intermediate-Term Bond ETF position peaked at $1.28M in Q4 2024.
921 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2025.

Based on MYCIO Wealth Partners's 13F filing for Q1 2025, filed 7 May 2025.