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Park Square Financial Group’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Park Square Financial 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
-483
Closed -$37.4K – 331
2025
Q2 		$37.4K Sell
483
-200
-29% -$15.2K 0.03% 350
2025
Q1 		$52.3K Hold
683
– – 0.04% 262
2024
Q4 		$51.1K Buy
+683
New +$51.9K 0.04% 264

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

Park Square Financial Group's BIV Position: Q3 2025 in Review

Park Square Financial Group sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q3 2025, closing a stake of 483 shares — an estimated $37.4K sold.

Park Square Financial Group first reported a position in BIV in Q4 2024 and held it in 3 quarters. The position peaked at $52.3K in Q1 2025. 925 funds tracked by Wall St. Rank hold BIV as of Q3 2025.

  • Park Square Financial Group reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Park Square Financial Group sold 483 Vanguard Intermediate-Term Bond ETF shares in Q3 2025, an estimated $37.4K.
  • Park Square Financial Group first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2024 and held it in 3 quarters.
  • Park Square Financial Group's Vanguard Intermediate-Term Bond ETF position peaked at $52.3K in Q1 2025.
  • 925 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2025.

Based on Park Square Financial Group's 13F filing for Q3 2025, filed 12 Nov 2025.