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Newbridge Financial Services Group’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Newbridge Financial Services 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
Q3 		– Sell
-325
Closed -$25.1K – 1300
2025
Q2 		$25.1K Sell
325
-99
-23% -$7.54K ﹤0.01% 658
2025
Q1 		$32.4K Sell
424
-176
-29% -$13.3K 0.01% 458
2024
Q4 		$44.8K Buy
+600
New +$45.6K 0.01% 430
2024
Q3 		– Sell
-593
Closed -$44.4K – 701
2024
Q2 		$44.4K Sell
593
-78
-12% -$5.8K 0.02% 399
2024
Q1 		$50.6K Buy
671
+310
+86% +$23.4K 0.02% 394
2023
Q4 		$27.6K Hold
361
– – 0.01% 522
2023
Q3 		$26.1K Hold
361
– – 0.01% 582
2023
Q2 		$27.2K Hold
361
– – 0.01% 602
2023
Q1 		$27.7K Sell
361
-311
-46% -$23.6K 0.01% 612
2022
Q4 		$49.9K Buy
672
+1
+0.1% +$74 0.03% 463
2022
Q3 		$49K Buy
671
+1
+0.1% +$77 0.03% 451
2022
Q2 		$52K Sell
670
-259
-28% -$20.3K 0.03% 398
2022
Q1 		$76K Buy
929
+469
+102% +$39.6K 0.04% 363
2021
Q4 		$40K Buy
460
+152
+49% +$13.5K 0.02% 524
2021
Q3 		$28K Buy
308
+288
+1,440% +$26.1K 0.02% 569
2021
Q2 		$2K Buy
+20
New +$1.79K ﹤0.01% 1256

Other funds holding BIV

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
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
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Newbridge Financial Services Group's BIV Position: Q3 2025 in Review

Newbridge Financial Services Group sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q3 2025, closing a stake of 325 shares — an estimated $25.1K sold.

Newbridge Financial Services Group first reported a position in BIV in Q2 2021 and held it in 16 quarters. The position peaked at $76K in Q1 2022. 925 funds tracked by Wall St. Rank hold BIV as of Q3 2025.

  • Newbridge Financial Services Group reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Newbridge Financial Services Group sold 325 Vanguard Intermediate-Term Bond ETF shares in Q3 2025, an estimated $25.1K.
  • Newbridge Financial Services Group first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2021 and held it in 16 quarters.
  • Newbridge Financial Services Group's Vanguard Intermediate-Term Bond ETF position peaked at $76K in Q1 2022.
  • 925 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2025.

Based on Newbridge Financial Services Group's 13F filing for Q3 2025, filed 13 Nov 2025.