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Prosperity Consulting Group’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Prosperity Consulting 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
Q2 		– Sell
-3,272
Closed -$251K – 451
2025
Q1 		$251K Sell
3,272
-1,428
-30% -$108K 0.02% 394
2024
Q4 		$351K Buy
4,700
+79
+2% +$6.01K 0.03% 356
2024
Q3 		$362K Sell
4,621
-128
-3% -$9.87K 0.03% 349
2024
Q2 		$356K Sell
4,749
-509
-10% -$37.8K 0.05% 233
2024
Q1 		$396K Buy
5,258
+2,140
+69% +$161K 0.05% 237
2023
Q4 		$238K Buy
3,118
+102
+3% +$7.47K 0.08% 180
2023
Q3 		$218K Sell
3,016
-487
-14% -$36K 0.1% 136
2023
Q2 		$264K Sell
3,503
-97
-3% -$7.39K 0.16% 91
2023
Q1 		$276K Buy
3,600
+167
+5% +$12.6K 0.17% 89
2022
Q4 		$255K Sell
3,433
-385
-10% -$28.5K 0.17% 90
2022
Q3 		$281K Buy
3,818
+290
+8% +$22.4K 0.23% 76
2022
Q2 		$274K Buy
3,528
+348
+11% +$27.3K 0.24% 72
2022
Q1 		$260K Sell
3,180
-406
-11% -$34.3K 0.19% 86
2021
Q4 		$307K Buy
+3,586
New +$318K 0.23% 78

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

Prosperity Consulting Group's BIV Position: Q2 2025 in Review

Prosperity Consulting Group sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q2 2025, closing a stake of 3,272 shares — an estimated $251K sold.

Prosperity Consulting Group first reported a position in BIV in Q4 2021 and held it in 14 quarters. The position peaked at $396K in Q1 2024. 931 funds tracked by Wall St. Rank hold BIV as of Q2 2025.

  • Prosperity Consulting Group reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Prosperity Consulting Group sold 3,272 Vanguard Intermediate-Term Bond ETF shares in Q2 2025, an estimated $251K.
  • Prosperity Consulting Group first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2021 and held it in 14 quarters.
  • Prosperity Consulting Group's Vanguard Intermediate-Term Bond ETF position peaked at $396K in Q1 2024.
  • 931 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2025.

Based on Prosperity Consulting Group's 13F filing for Q2 2025, filed 5 Aug 2025.