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Opal Wealth Advisors’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Opal Wealth Advisors’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
-4,767
Closed -$356K – 534
2024
Q4 		$356K Sell
4,767
-258
-5% -$19.6K 0.11% 115
2024
Q3 		$394K Sell
5,025
-12
-0.2% -$925 0.12% 95
2024
Q2 		$377K Sell
5,037
-189
-4% -$14K 0.12% 96
2024
Q1 		$394K Sell
5,226
-134
-3% -$10.1K 0.13% 103
2023
Q4 		$409K Buy
+5,360
New +$393K 0.16% 95

Other funds holding BIV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
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
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

Opal Wealth Advisors's BIV Position: Q1 2025 in Review

Opal Wealth Advisors sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q1 2025, closing a stake of 4,767 shares — an estimated $356K sold.

Opal Wealth Advisors first reported a position in BIV in Q4 2023 and held it in 5 quarters. The position peaked at $409K in Q4 2023. 921 funds tracked by Wall St. Rank hold BIV as of Q1 2025.

  • Opal Wealth Advisors reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Opal Wealth Advisors sold 4,767 Vanguard Intermediate-Term Bond ETF shares in Q1 2025, an estimated $356K.
  • Opal Wealth Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2023 and held it in 5 quarters.
  • Opal Wealth Advisors's Vanguard Intermediate-Term Bond ETF position peaked at $409K in Q4 2023.
  • 921 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2025.

Based on Opal Wealth Advisors's 13F filing for Q1 2025, filed 16 Apr 2025.