Sterling Wealth Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Sterling Wealth Management’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	-2,567	Closed	-$200K	–	107
2025 Q3	$200K	Sell	2,567 -403	-14%	-$31.2K	0.06%	108
2025 Q2	$230K	Buy	+2,970	New	+$226K	0.08%	98
2024 Q4	$230K	Sell	3,081 -213	-6%	-$16.2K	0.09%	97
2024 Q3	$258K	Sell	3,294 -672	-17%	-$51.8K	0.1%	99
2024 Q2	$297K	Sell	3,966 -308	-7%	-$22.9K	0.14%	81
2024 Q1	$322K	Sell	4,274 -2,013	-32%	-$152K	0.16%	75
2023 Q4	$480K	Buy	+6,287	New	+$460K	0.27%	50

Other funds holding BIV

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $1.62B AUM 8.33% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Sterling Wealth Management's BIV Position: Q4 2025 in Review

Sterling Wealth Management sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q4 2025, closing a stake of 2,567 shares — an estimated $200K sold.

Sterling Wealth Management first reported a position in BIV in Q4 2023 and held it in 7 quarters. The position peaked at $480K in Q4 2023. 976 funds tracked by Wall St. Rank hold BIV as of Q4 2025.

Sterling Wealth Management reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q4 2025 after selling out during the quarter.
Sterling Wealth Management sold 2,567 Vanguard Intermediate-Term Bond ETF shares in Q4 2025, an estimated $200K.
Sterling Wealth Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2023 and held it in 7 quarters.
Sterling Wealth Management's Vanguard Intermediate-Term Bond ETF position peaked at $480K in Q4 2023.
976 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q4 2025.

Based on Sterling Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.