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Parkworth Wealth Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Parkworth Wealth Management’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
Q2 		$7.2M Buy
93,079
+1,337
+1% +$102K 5.2% 4
2025
Q1 		$7.02M Buy
91,742
+5,519
+6% +$416K 5.61% 4
2024
Q4 		$6.44M Buy
+86,223
New +$6.56M 5.36% 4

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
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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Parkworth Wealth Management's BIV Position: Q2 2025 in Review

Parkworth Wealth Management increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 1.5% in Q2 2025, buying an estimated $102K and bringing the position to 93,079 shares worth $7.2M. The position accounts for 5.2% of the portfolio, ranked #4.

Parkworth Wealth Management first reported a position in BIV in Q4 2024 and has held it in 3 quarters since. 931 funds tracked by Wall St. Rank hold BIV as of Q2 2025.

  • Parkworth Wealth Management held 93,079 shares of Vanguard Intermediate-Term Bond ETF worth $7.2M as of Q2 2025.
  • Parkworth Wealth Management bought 1,337 Vanguard Intermediate-Term Bond ETF shares in Q2 2025, an estimated $102K.
  • Vanguard Intermediate-Term Bond ETF made up 5.2% of Parkworth Wealth Management's portfolio in Q2 2025, its #4 holding.
  • Parkworth Wealth Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2024 and has held it in 3 quarters since.
  • 931 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.