Swisher Financial Concepts’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Swisher Financial Concepts’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
2026 Q1	$405K	Sell	5,246 -403	-7%	-$31.4K	0.23%	60
2025 Q4	$440K	Buy	5,649 +1,038	+23%	+$81.2K	0.25%	55
2025 Q3	$360K	Buy	4,611 +1,185	+35%	+$91.7K	0.22%	57
2025 Q2	$265K	Buy	3,426 +20	+0.6%	+$1.52K	0.17%	78
2025 Q1	$261K	Buy	3,406 +144	+4%	+$10.9K	0.22%	60
2024 Q4	$244K	Sell	3,262 -1,177	-27%	-$89.5K	0.29%	52
2024 Q3	$346K	Sell	4,439 -40	-0.9%	-$3.08K	0.22%	65
2024 Q2	$334K	Buy	4,479 +11	+0.2%	+$817	0.34%	52
2024 Q1	$330K	Sell	4,468 -91	-2%	-$6.86K	0.29%	53
2023 Q4	$345K	Buy	+4,559	New	+$334K	0.33%	53

Other funds holding BIV

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management

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

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

EP Wealth Advisors Torrance, California $20.3B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Baird Financial Group

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

True Link Financial Advisors San Francisco, California $1.62B AUM 8.33% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return