Sterling Investment Advisors (Pennsylvania)’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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	-5,403	Closed	-$414K	–	185
2025 Q1	$414K	Buy	+5,403	New	+$408K	0.1%	130
2022 Q1	–	Sell	-435	Closed	-$38K	–	583
2021 Q4	$38K	Hold	435	–	–	0.01%	279
2021 Q3	$39K	Hold	435	–	–	0.01%	280
2021 Q2	$39K	Hold	435	–	–	0.01%	283
2021 Q1	$39K	Buy	+435	New	+$39.5K	0.01%	259
2019 Q4	–	Sell	-91	Closed	-$8K	–	406
2019 Q3	$8K	Hold	91	–	–	﹤0.01%	352
2019 Q2	$8K	Buy	+91	New	+$7.69K	﹤0.01%	360

Other funds holding BIV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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 $1.73B AUM 9.28% 1-Year Est. Return

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

Sterling Investment Advisors (Pennsylvania)'s BIV Position: Q2 2025 in Review

Sterling Investment Advisors (Pennsylvania) sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q2 2025, closing a stake of 5,403 shares — an estimated $414K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in BIV in Q2 2019 and held it in 7 quarters. The position peaked at $414K in Q1 2025. 932 funds tracked by Wall St. Rank hold BIV as of Q2 2025.

Sterling Investment Advisors (Pennsylvania) reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q2 2025 after selling out during the quarter.
Sterling Investment Advisors (Pennsylvania) sold 5,403 Vanguard Intermediate-Term Bond ETF shares in Q2 2025, an estimated $414K.
Sterling Investment Advisors (Pennsylvania) first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2019 and held it in 7 quarters.
Sterling Investment Advisors (Pennsylvania)'s Vanguard Intermediate-Term Bond ETF position peaked at $414K in Q1 2025.
932 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2025.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q2 2025, filed 17 Jul 2025.