Soltis Investment Advisors’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Soltis 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 Q4	–	Sell	-3,830	Closed	-$299K	–	533
2025 Q3	$299K	Buy	3,830 +385	+11%	+$29.8K	0.02%	377
2025 Q2	$266K	Buy	3,445 +1	+0%	+$76	0.02%	344
2025 Q1	$264K	Hold	3,444	–	–	0.02%	318
2024 Q4	$257K	Sell	3,444 -82	-2%	-$6.23K	0.02%	314
2024 Q3	$276K	Sell	3,526 -472	-12%	-$36.4K	0.03%	290
2024 Q2	$299K	Buy	+3,998	New	+$297K	0.03%	260

Other funds holding BIV

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

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

TLFA

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Soltis Investment Advisors's BIV Position: Q4 2025 in Review

Soltis Investment Advisors sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q4 2025, closing a stake of 3,830 shares — an estimated $299K sold.

Soltis Investment Advisors first reported a position in BIV in Q2 2024 and held it in 6 quarters. The position peaked at $299K in Q2 2024. 977 funds tracked by Wall St. Rank hold BIV as of Q4 2025.

Soltis Investment Advisors reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q4 2025 after selling out during the quarter.
Soltis Investment Advisors sold 3,830 Vanguard Intermediate-Term Bond ETF shares in Q4 2025, an estimated $299K.
Soltis Investment Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2024 and held it in 6 quarters.
Soltis Investment Advisors's Vanguard Intermediate-Term Bond ETF position peaked at $299K in Q2 2024.
977 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q4 2025.

Based on Soltis Investment Advisors's 13F filing for Q4 2025, filed 5 Feb 2026.