Signature Estate & Investment Advisors’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Signature Estate & Investment 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	–	Sell	-5,187	Closed	-$397K	–	582
2025 Q1	$397K	Buy	5,187 +108	+2%	+$8.15K	0.01%	387
2024 Q4	$380K	Buy	5,079 +233	+5%	+$17.7K	0.01%	382
2024 Q3	$380K	Sell	4,846 -373	-7%	-$28.8K	0.01%	368
2024 Q2	$391K	Buy	+5,219	New	+$388K	0.01%	338

Other funds holding BIV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $445B AUM 25.58% 1-Year Est. Return

TLFA

True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return

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

Signature Estate & Investment Advisors's BIV Position: Q2 2025 in Review

Signature Estate & Investment Advisors sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q2 2025, closing a stake of 5,187 shares — an estimated $397K sold.

Signature Estate & Investment Advisors first reported a position in BIV in Q2 2024 and held it in 4 quarters. The position peaked at $397K in Q1 2025. 932 funds tracked by Wall St. Rank hold BIV as of Q2 2025.

Signature Estate & Investment Advisors reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q2 2025 after selling out during the quarter.
Signature Estate & Investment Advisors sold 5,187 Vanguard Intermediate-Term Bond ETF shares in Q2 2025, an estimated $397K.
Signature Estate & Investment Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2024 and held it in 4 quarters.
Signature Estate & Investment Advisors's Vanguard Intermediate-Term Bond ETF position peaked at $397K in Q1 2025.
932 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2025.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2025, filed 29 Jul 2025.