Tucker Asset Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Tucker Asset 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	$108K	Buy	1,393 +1,289	+1,239%	+$101K	0.03%	181
2025 Q3	$8.12K	Sell	104 -38	-27%	-$2.94K	﹤0.01%	260
2025 Q2	$11K	Hold	142	–	–	﹤0.01%	218
2025 Q1	$10.9K	Sell	142 -1,158	-89%	-$87.4K	﹤0.01%	228
2024 Q4	$97.1K	Buy	1,300 +927	+249%	+$70.5K	0.01%	246
2024 Q3	$29.2K	Buy	373 +40	+12%	+$3.08K	0.01%	438
2024 Q2	$24.9K	Buy	333 +16	+5%	+$1.19K	0.01%	566
2024 Q1	$23.9K	Buy	317 +104	+49%	+$7.84K	0.01%	618
2023 Q4	$16.3K	Buy	+213	New	+$15.6K	﹤0.01%	587
2022 Q2	–	Sell	-150	Closed	-$12.3K	–	643
2022 Q1	$12.3K	Buy	+150	New	+$12.7K	﹤0.01%	209

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

Tucker Asset Management's BIV Position: Q4 2025 in Review

Tucker Asset Management increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 1,239% in Q4 2025, buying an estimated $101K and bringing the position to 1,393 shares worth $108K. The position accounts for 0.03% of the portfolio, ranked #181.

Tucker Asset Management first reported a position in BIV in Q1 2022 and has held it in 10 quarters since. 976 funds tracked by Wall St. Rank hold BIV as of Q4 2025.

Tucker Asset Management held 1,393 shares of Vanguard Intermediate-Term Bond ETF worth $108K as of Q4 2025.
Tucker Asset Management bought 1,289 Vanguard Intermediate-Term Bond ETF shares in Q4 2025, an estimated $101K.
Vanguard Intermediate-Term Bond ETF made up 0.03% of Tucker Asset Management's portfolio in Q4 2025, its #181 holding.
Tucker Asset Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2022 and has held it in 10 quarters since.
976 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q4 2025.

Based on Tucker Asset Management's 13F filing for Q4 2025, filed 5 Feb 2026.