Sonoma Allocations’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Sonoma Allocations’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	-2,641	Closed	-$208K	–	133
2025 Q3	$208K	Buy	+2,641	New	+$204K	0.08%	136

Other funds holding BIV

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $72.7B AUM 26.4% 1-Year Est. Return

Sonoma Allocations's BIV Position: Q4 2025 in Review

Sonoma Allocations sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q4 2025, closing a stake of 2,641 shares — an estimated $208K sold.

Sonoma Allocations first reported a position in BIV in Q3 2025 and held it in 1 quarter. The position peaked at $208K in Q3 2025. 978 funds tracked by Wall St. Rank hold BIV as of Q4 2025.

Sonoma Allocations reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q4 2025 after selling out during the quarter.
Sonoma Allocations sold 2,641 Vanguard Intermediate-Term Bond ETF shares in Q4 2025, an estimated $208K.
Sonoma Allocations first reported a position in Vanguard Intermediate-Term Bond ETF in Q3 2025 and held it in 1 quarter.
Sonoma Allocations's Vanguard Intermediate-Term Bond ETF position peaked at $208K in Q3 2025.
978 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q4 2025.

Based on Sonoma Allocations's 13F filing for Q4 2025, filed 23 Feb 2026.