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Studio Investment Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Studio Investment 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
Q3 		– Sell
-8,905
Closed -$689K – 174
2025
Q2 		$689K Sell
8,905
-5,649
-39% -$430K 0.14% 99
2025
Q1 		$1.11M Sell
14,554
-26,849
-65% -$2.03M 0.23% 67
2024
Q4 		$3.09M Sell
41,403
-36,131
-47% -$2.75M 0.66% 42
2024
Q3 		$6.08M Sell
77,534
-448
-0.6% -$34.5K 1.28% 19
2024
Q2 		$5.84M Buy
77,982
+295
+0.4% +$21.9K 1.33% 19
2024
Q1 		$5.86M Sell
77,687
-348
-0.4% -$26.2K 1.39% 18
2023
Q4 		$5.96M Sell
78,035
-445
-0.6% -$32.6K 1.52% 15
2023
Q3 		$5.67M Buy
78,480
+2,975
+4% +$220K 1.58% 14
2023
Q2 		$5.68M Buy
75,505
+3,741
+5% +$285K 1.59% 20
2023
Q1 		$5.51M Buy
71,764
+39,542
+123% +$2.99M 1.66% 18
2022
Q4 		$2.39M Buy
32,222
+21,137
+191% +$1.57M 0.78% 39
2022
Q3 		$815K Buy
11,085
+480
+5% +$37.1K 0.29% 62
2022
Q2 		$823K Buy
10,605
+940
+10% +$73.7K 0.29% 63
2022
Q1 		$792K Buy
9,665
+240
+3% +$20.3K 0.26% 65
2021
Q4 		$826K Buy
+9,425
New +$836K 0.3% 64

Other funds holding BIV

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
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
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Studio Investment Management's BIV Position: Q3 2025 in Review

Studio Investment Management sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q3 2025, closing a stake of 8,905 shares — an estimated $689K sold.

Studio Investment Management first reported a position in BIV in Q4 2021 and held it in 15 quarters. The position peaked at $6.08M in Q3 2024. 925 funds tracked by Wall St. Rank hold BIV as of Q3 2025.

  • Studio Investment Management reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Studio Investment Management sold 8,905 Vanguard Intermediate-Term Bond ETF shares in Q3 2025, an estimated $689K.
  • Studio Investment Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2021 and held it in 15 quarters.
  • Studio Investment Management's Vanguard Intermediate-Term Bond ETF position peaked at $6.08M in Q3 2024.
  • 925 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2025.

Based on Studio Investment Management's 13F filing for Q3 2025, filed 7 Nov 2025.