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

ORG 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
Q4 		– Sell
-339
Closed -$26.5K – 1714
2025
Q3 		$26.5K Sell
339
-61
-15% -$4.72K ﹤0.01% 724
2025
Q2 		$30.8K Buy
400
+256
+178% +$19.5K 0.01% 658
2025
Q1 		$11K Sell
144
-90
-38% -$6.79K ﹤0.01% 781
2024
Q4 		$17.5K Buy
+234
New +$17.8K ﹤0.01% 775
2023
Q3 		– Sell
-1,731
Closed -$130K – 1386
2023
Q2 		$130K Buy
+1,731
New +$132K 0.02% 457

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

ORG Partners's BIV Position: Q4 2025 in Review

ORG Partners sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q4 2025, closing a stake of 339 shares — an estimated $26.5K sold.

ORG Partners first reported a position in BIV in Q2 2023 and held it in 5 quarters. The position peaked at $130K in Q2 2023. 976 funds tracked by Wall St. Rank hold BIV as of Q4 2025.

  • ORG Partners reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q4 2025 after selling out during the quarter.
  • ORG Partners sold 339 Vanguard Intermediate-Term Bond ETF shares in Q4 2025, an estimated $26.5K.
  • ORG Partners first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2023 and held it in 5 quarters.
  • ORG Partners's Vanguard Intermediate-Term Bond ETF position peaked at $130K in Q2 2023.
  • 976 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.