SW
BIV icon

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

StrongBox Wealth’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
2024
Q4 		– Sell
-3,789
Closed -$297K – 91
2024
Q3 		$297K Buy
3,789
+1
+0% +$77 0.13% 76
2024
Q2 		$284K Sell
3,788
-1,567
-29% -$116K 0.13% 74
2024
Q1 		$404K Sell
5,355
-541
-9% -$40.8K 0.21% 58
2023
Q4 		$450K Sell
5,896
-2,183
-27% -$160K 0.26% 56
2023
Q3 		$584K Buy
8,079
+570
+8% +$42.2K 0.37% 51
2023
Q2 		$565K Sell
7,509
-4,019
-35% -$306K 0.36% 54
2023
Q1 		$885K Sell
11,528
-3,119
-21% -$236K 0.59% 49
2022
Q4 		$1.09M Sell
14,647
-10,954
-43% -$812K 0.77% 43
2022
Q3 		$1.88M Sell
25,601
-4,696
-15% -$363K 1.36% 28
2022
Q2 		$2.35M Sell
30,297
-2,894
-9% -$227K 1.52% 24
2022
Q1 		$2.72M Sell
33,191
-15,957
-32% -$1.35M 1.55% 26
2021
Q4 		$4.31M Buy
49,148
+35
+0.1% +$3.1K 2.15% 13
2021
Q3 		$4.39M Buy
49,113
+4,951
+11% +$448K 2.46% 10
2021
Q2 		$3.97M Sell
44,162
-1,289
-3% -$115K 2.28% 13
2021
Q1 		$4.03M Buy
45,451
+316
+0.7% +$28.7K 2.5% 12
2020
Q4 		$4.19M Buy
45,135
+4,926
+12% +$459K 2.72% 11
2020
Q3 		$3.76M Sell
40,209
-493
-1% -$46.2K 2.75% 12
2020
Q2 		$3.79M Buy
40,702
+1,963
+5% +$180K 3.46% 4
2020
Q1 		$3.46M Buy
+38,739
New +$3.44M 3.93% 4

Other funds holding BIV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
LPL Financial
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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

StrongBox Wealth's BIV Position: Q4 2024 in Review

StrongBox Wealth sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q4 2024, closing a stake of 3,789 shares — an estimated $297K sold.

StrongBox Wealth first reported a position in BIV in Q1 2020 and held it in 19 quarters. The position peaked at $4.39M in Q3 2021. 933 funds tracked by Wall St. Rank hold BIV as of Q4 2024.

  • StrongBox Wealth reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q4 2024 after selling out during the quarter.
  • StrongBox Wealth sold 3,789 Vanguard Intermediate-Term Bond ETF shares in Q4 2024, an estimated $297K.
  • StrongBox Wealth first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2020 and held it in 19 quarters.
  • StrongBox Wealth's Vanguard Intermediate-Term Bond ETF position peaked at $4.39M in Q3 2021.
  • 933 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q4 2024.

Based on StrongBox Wealth's 13F filing for Q4 2024, filed 14 Jan 2025.