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

Semmax Financial 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 Q2	$1.99M	Sell	25,742 -596	-2%	-$45.4K	0.51%	67
2025 Q1	$2M	Sell	26,338 -1,866	-7%	-$141K	0.54%	69
2024 Q4	$2.12M	Sell	28,204 -1,697	-6%	-$129K	0.56%	64
2024 Q3	$2.25M	Buy	29,901 +1,279	+4%	+$98.6K	0.62%	60
2024 Q2	$2.22M	Buy	28,622 +937	+3%	+$69.6K	0.67%	62
2024 Q1	$2.05M	Buy	27,685 +815	+3%	+$61.4K	0.68%	61
2023 Q4	$2M	Sell	26,870 -4,011	-13%	-$294K	0.73%	54
2023 Q3	$2.23M	Buy	+30,881	New	+$2.28M	0.89%	47
2022 Q4	$1.27M	Sell	16,549 -11,859	-42%	-$879K	0.5%	52
2022 Q3	$2.05M	Sell	28,408 -3,506	-11%	-$271K	0.87%	40
2022 Q2	$2.52M	Sell	31,914 -11,177	-26%	-$876K	1.03%	39
2022 Q1	$3.53M	Buy	43,091 +11,165	+35%	+$943K	1.39%	27
2021 Q4	$2.8M	Sell	31,926 -4,411	-12%	-$391K	1.03%	40
2021 Q3	$3.25M	Sell	36,337 -2,108	-5%	-$191K	1.12%	33
2021 Q2	$3.46M	Buy	38,445 +3,334	+9%	+$298K	1.11%	33
2021 Q1	$3.12M	Buy	35,111 +5,817	+20%	+$528K	1.11%	32
2020 Q4	$2.72M	Buy	29,294 +3,778	+15%	+$352K	1.12%	30
2020 Q3	$2.38M	Buy	25,516 +2,700	+12%	+$253K	1.13%	31
2020 Q2	$2.13M	Buy	22,816 +211	+0.9%	+$19.3K	1.11%	31
2020 Q1	$2.02M	Sell	22,605 -4,625	-17%	-$410K	1.28%	27
2019 Q4	$2.38M	Sell	27,230 -448	-2%	-$39.2K	1.31%	24
2019 Q3	$2.44M	Sell	27,678 -3,800	-12%	-$332K	1.46%	22
2019 Q2	$2.72M	Buy	31,478 +1,685	+6%	+$142K	1.76%	15
2019 Q1	$2.5M	Sell	29,793 -3,161	-10%	-$260K	1.73%	9
2018 Q4	$2.68M	Buy	+32,954	New	+$2.64M	2.09%	10

Other funds holding BIV

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Semmax Financial Advisors's BIV Position: Q2 2025 in Review

Semmax Financial Advisors reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 2.3% in Q2 2025, selling an estimated $45.4K and leaving 25,742 shares worth $1.99M. The position accounts for 0.51% of the portfolio, ranked #67.

Semmax Financial Advisors first reported a position in BIV in Q4 2018 and has held it in 25 quarters since. The position peaked at $3.53M in Q1 2022. 931 funds tracked by Wall St. Rank hold BIV as of Q2 2025.

Semmax Financial Advisors held 25,742 shares of Vanguard Intermediate-Term Bond ETF worth $1.99M as of Q2 2025.
Semmax Financial Advisors sold 596 Vanguard Intermediate-Term Bond ETF shares in Q2 2025, an estimated $45.4K.
Vanguard Intermediate-Term Bond ETF made up 0.51% of Semmax Financial Advisors's portfolio in Q2 2025, its #67 holding.
Semmax Financial Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2018 and has held it in 25 quarters since.
Semmax Financial Advisors's Vanguard Intermediate-Term Bond ETF position peaked at $3.53M in Q1 2022.
931 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2025.

Based on Semmax Financial Advisors's 13F filing for Q2 2025, filed 15 Aug 2025.