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Sand Hill Global Advisors’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Sand Hill Global Advisors’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
-3,806
Closed -$284K – 198
2024
Q4 		$284K Hold
3,806
– – 0.01% 170
2024
Q3 		$298K Buy
3,806
+789
+26% +$60.8K 0.01% 166
2024
Q2 		$226K Sell
3,017
-187
-6% -$13.9K 0.01% 179
2024
Q1 		$242K Sell
3,204
-230,455
-99% -$17.4M 0.01% 151
2023
Q4 		$17.8M Sell
233,659
-7,692
-3% -$563K 0.86% 17
2023
Q3 		$17.5M Sell
241,351
-179,615
-43% -$13.3M 0.96% 16
2023
Q2 		$31.7M Buy
420,966
+30,450
+8% +$2.32M 1.57% 12
2023
Q1 		$30M Buy
390,516
+4,803
+1% +$364K 1.61% 13
2022
Q4 		$28.7M Sell
385,713
-10,088
-3% -$748K 1.62% 13
2022
Q3 		$29.1M Buy
395,801
+24,126
+6% +$1.87M 1.83% 13
2022
Q2 		$28.9M Buy
371,675
+20,678
+6% +$1.62M 1.64% 13
2022
Q1 		$28.7M Buy
350,997
+15,121
+5% +$1.28M 1.59% 11
2021
Q4 		$29.4M Sell
335,876
-2,604
-0.8% -$231K 1.65% 11
2021
Q3 		$30.3M Buy
338,480
+6,351
+2% +$575K 1.84% 10
2021
Q2 		$29.9M Sell
332,129
-22,252
-6% -$1.99M 1.82% 10
2021
Q1 		$31.4M Sell
354,381
-275,274
-44% -$25M 2.04% 10
2020
Q4 		$58.5M Buy
629,655
+9,225
+1% +$859K 3.91% 7
2020
Q3 		$58M Buy
620,430
+430,344
+226% +$40.3M 4.41% 7
2020
Q2 		$17.7M Buy
+190,086
New +$17.4M 1.42% 14

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

Sand Hill Global Advisors's BIV Position: Q1 2025 in Review

Sand Hill Global Advisors sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q1 2025, closing a stake of 3,806 shares — an estimated $284K sold.

Sand Hill Global Advisors first reported a position in BIV in Q2 2020 and held it in 19 quarters. The position peaked at $58.5M in Q4 2020. 921 funds tracked by Wall St. Rank hold BIV as of Q1 2025.

  • Sand Hill Global Advisors reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Sand Hill Global Advisors sold 3,806 Vanguard Intermediate-Term Bond ETF shares in Q1 2025, an estimated $284K.
  • Sand Hill Global Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2020 and held it in 19 quarters.
  • Sand Hill Global Advisors's Vanguard Intermediate-Term Bond ETF position peaked at $58.5M in Q4 2020.
  • 921 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2025.

Based on Sand Hill Global Advisors's 13F filing for Q1 2025, filed 13 May 2025.