Nalls Sherbakoff Group’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Nalls Sherbakoff Group’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	$1.26M	Sell	16,218 -2,659	-14%	-$208K	0.91%	22
2025 Q3	$1.47M	Buy	18,877 +269	+1%	+$20.8K	0.99%	21
2025 Q2	$1.44M	Sell	18,608 -95	-0.5%	-$7.24K	1.05%	19
2025 Q1	$1.43M	Buy	+18,703	New	+$1.41M	1.16%	18
2023 Q4	$1.33M	Buy	17,397 +262	+2%	+$19.2K	1.18%	19
2023 Q3	$1.24M	Buy	17,135 +201	+1%	+$14.9K	1.21%	20
2023 Q2	$1.29M	Buy	16,934 +162	+1%	+$12.3K	1.26%	18
2023 Q1	$1.28M	Buy	+16,772	New	+$1.27M	1.27%	17
2018 Q4	$1.04M	Buy	+12,844	New	+$1.03M	1.67%	13

Other funds holding BIV

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

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

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Nalls Sherbakoff Group's BIV Position: Q4 2025 in Review

Nalls Sherbakoff Group reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 14% in Q4 2025, selling an estimated $208K and leaving 16,218 shares worth $1.26M. The position accounts for 0.91% of the portfolio, ranked #22.

Nalls Sherbakoff Group first reported a position in BIV in Q4 2018 and has held it in 9 quarters since. The position peaked at $1.47M in Q3 2025. 977 funds tracked by Wall St. Rank hold BIV as of Q4 2025.

Nalls Sherbakoff Group held 16,218 shares of Vanguard Intermediate-Term Bond ETF worth $1.26M as of Q4 2025.
Nalls Sherbakoff Group sold 2,659 Vanguard Intermediate-Term Bond ETF shares in Q4 2025, an estimated $208K.
Vanguard Intermediate-Term Bond ETF made up 0.91% of Nalls Sherbakoff Group's portfolio in Q4 2025, its #22 holding.
Nalls Sherbakoff Group first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2018 and has held it in 9 quarters since.
Nalls Sherbakoff Group's Vanguard Intermediate-Term Bond ETF position peaked at $1.47M in Q3 2025.
977 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q4 2025.

Based on Nalls Sherbakoff Group's 13F filing for Q4 2025, filed 12 Mar 2026.