Stephens Consulting’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Stephens Consulting’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 Q3	–	Sell	-18,332	Closed	-$1.42M	–	489
2025 Q2	$1.42M	Sell	18,332 -511	-3%	-$38.9K	0.34%	35
2025 Q1	$1.44M	Sell	18,843 -139	-0.7%	-$10.5K	0.36%	30
2024 Q4	$1.42M	Buy	18,982 +5	+0%	+$380	0.36%	33
2024 Q3	$1.49M	Buy	18,977 +18	+0.1%	+$1.39K	0.38%	33
2024 Q2	$1.42M	Sell	18,959 -610	-3%	-$45.3K	0.4%	31
2024 Q1	$1.48M	Sell	19,569 -1,323	-6%	-$99.7K	0.45%	27
2023 Q4	$1.6M	Sell	20,892 -256	-1%	-$18.7K	0.54%	26
2023 Q3	$1.53M	Sell	21,148 -747	-3%	-$55.3K	0.62%	22
2023 Q2	$1.65M	Sell	21,895 -157	-0.7%	-$12K	0.65%	22
2023 Q1	$1.69M	Sell	22,052 -68	-0.3%	-$5.15K	1.02%	20
2022 Q4	$1.64M	Buy	22,120 +17,707	+401%	+$1.31M	1.09%	17
2022 Q3	$324K	Sell	4,413 -610	-12%	-$47.2K	0.29%	53
2022 Q2	$390K	Buy	5,023 +2,381	+90%	+$187K	0.32%	38
2022 Q1	$216K	Hold	2,642	–	–	0.18%	74
2021 Q4	$231K	Buy	+2,642	New	+$234K	0.19%	88

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

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

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

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Stephens Consulting's BIV Position: Q3 2025 in Review

Stephens Consulting sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q3 2025, closing a stake of 18,332 shares — an estimated $1.42M sold.

Stephens Consulting first reported a position in BIV in Q4 2021 and held it in 15 quarters. The position peaked at $1.69M in Q1 2023. 925 funds tracked by Wall St. Rank hold BIV as of Q3 2025.

Stephens Consulting reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q3 2025 after selling out during the quarter.
Stephens Consulting sold 18,332 Vanguard Intermediate-Term Bond ETF shares in Q3 2025, an estimated $1.42M.
Stephens Consulting first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2021 and held it in 15 quarters.
Stephens Consulting's Vanguard Intermediate-Term Bond ETF position peaked at $1.69M in Q1 2023.
925 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2025.

Based on Stephens Consulting's 13F filing for Q3 2025, filed 15 Oct 2025.