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

Synergy 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
Q1 		– Sell
-64
Closed -$4.78K – 607
2024
Q4 		$4.78K Buy
+64
New +$4.87K ﹤0.01% 471

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Bank of America
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Morgan Stanley
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BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.62B AUM 8.33% 1-Year Est. Return

Synergy Investment Management's BIV Position: Q1 2025 in Review

Synergy Investment Management sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q1 2025, closing a stake of 64 shares — an estimated $4.78K sold.

Synergy Investment Management first reported a position in BIV in Q4 2024 and held it in 1 quarter. The position peaked at $4.78K in Q4 2024. 922 funds tracked by Wall St. Rank hold BIV as of Q1 2025.

  • Synergy Investment Management reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Synergy Investment Management sold 64 Vanguard Intermediate-Term Bond ETF shares in Q1 2025, an estimated $4.78K.
  • Synergy Investment Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2024 and held it in 1 quarter.
  • Synergy Investment Management's Vanguard Intermediate-Term Bond ETF position peaked at $4.78K in Q4 2024.
  • 922 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2025.

Based on Synergy Investment Management's 13F filing for Q1 2025, filed 30 Apr 2025.