OFP
BIV icon

OLIO Financial Planning’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

OLIO Financial Planning’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
-7,466
Closed -$583K – 72
2025
Q3 		$583K Buy
7,466
+1
+0% +$77 0.17% 34
2025
Q2 		$577K Sell
7,465
-4,104
-35% -$313K 0.18% 36
2025
Q1 		$886K Sell
11,569
-46,482
-80% -$3.51M 0.31% 23
2024
Q4 		$4.34M Sell
58,051
-293,806
-84% -$22.3M 1.52% 10
2024
Q3 		$26.9M Buy
351,857
+458
+0.1% +$35.3K 11.33% 3
2024
Q2 		$26.9M Sell
351,399
-458
-0.1% -$34K 11.34% 3
2024
Q1 		$26.9M Sell
351,857
-238
-0.1% -$17.9K 11.33% 3
2023
Q4 		$26.9M Buy
352,095
+22,165
+7% +$1.62M 11.28% 3
2023
Q3 		$23.9M Buy
329,930
+20,490
+7% +$1.52M 11.2% 3
2023
Q2 		$23.3M Buy
309,440
+20,690
+7% +$1.58M 11.03% 3
2023
Q1 		$22.2M Buy
288,750
+27,333
+10% +$2.07M 11.46% 2
2022
Q4 		$19.4M Buy
261,417
+31,902
+14% +$2.36M 10.56% 2
2022
Q3 		$16.9M Buy
229,515
+10,834
+5% +$838K 10.01% 2
2022
Q2 		$17M Buy
218,681
+47,573
+28% +$3.73M 9.53% 3
2022
Q1 		$14M Buy
171,108
+16,136
+10% +$1.36M 8.01% 4
2021
Q4 		$13.6M Buy
+154,972
New +$13.7M 8.07% 4

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

OLIO Financial Planning's BIV Position: Q4 2025 in Review

OLIO Financial Planning sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q4 2025, closing a stake of 7,466 shares — an estimated $583K sold.

OLIO Financial Planning first reported a position in BIV in Q4 2021 and held it in 16 quarters. The position peaked at $26.9M in Q4 2023. 976 funds tracked by Wall St. Rank hold BIV as of Q4 2025.

  • OLIO Financial Planning reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q4 2025 after selling out during the quarter.
  • OLIO Financial Planning sold 7,466 Vanguard Intermediate-Term Bond ETF shares in Q4 2025, an estimated $583K.
  • OLIO Financial Planning first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2021 and held it in 16 quarters.
  • OLIO Financial Planning's Vanguard Intermediate-Term Bond ETF position peaked at $26.9M in Q4 2023.
  • 976 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q4 2025.

Based on OLIO Financial Planning's 13F filing for Q4 2025, filed 21 Jan 2026.