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SageOak Financial’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

SageOak Financial’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
-32,455
Closed -$2.43M – 34
2024
Q4 		$2.43M Buy
+32,455
New +$2.47M 2.22% 10

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

SageOak Financial's BIV Position: Q1 2025 in Review

SageOak Financial sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q1 2025, closing a stake of 32,455 shares — an estimated $2.43M sold.

SageOak Financial first reported a position in BIV in Q4 2024 and held it in 1 quarter. The position peaked at $2.43M in Q4 2024. 921 funds tracked by Wall St. Rank hold BIV as of Q1 2025.

  • SageOak Financial reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q1 2025 after selling out during the quarter.
  • SageOak Financial sold 32,455 Vanguard Intermediate-Term Bond ETF shares in Q1 2025, an estimated $2.43M.
  • SageOak Financial first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2024 and held it in 1 quarter.
  • SageOak Financial's Vanguard Intermediate-Term Bond ETF position peaked at $2.43M in Q4 2024.
  • 921 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2025.

Based on SageOak Financial's 13F filing for Q1 2025, filed 2 May 2025.