Tyler-Stone Wealth Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Tyler-Stone Wealth 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 Q2	$427K	Buy	5,526 +2,563	+87%	+$195K	0.07%	210
2025 Q1	$227K	Buy	+2,963	New	+$224K	0.04%	301
2024 Q3	–	Sell	-1,213	Closed	-$90.8K	–	372
2024 Q2	$90.8K	Buy	1,213 +69	+6%	+$5.13K	0.04%	299
2024 Q1	$86.2K	Hold	1,144	–	–	0.04%	295
2023 Q4	$87.3K	Buy	1,144 +447	+64%	+$32.7K	0.04%	280
2023 Q3	$50K	Hold	697	–	–	0.03%	345
2023 Q2	$52K	Buy	+697	New	+$53.1K	0.03%	337
2022 Q4	$52K	Hold	697	–	–	0.04%	311
2022 Q3	$51K	Hold	697	–	–	0.04%	298
2022 Q2	$54K	Hold	697	–	–	0.04%	307
2022 Q1	$57K	Hold	697	–	–	0.03%	322
2021 Q4	$61K	Buy	+697	New	+$61.8K	0.03%	331

Other funds holding BIV

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Tyler-Stone Wealth Management's BIV Position: Q2 2025 in Review

Tyler-Stone Wealth Management increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 87% in Q2 2025, buying an estimated $195K and bringing the position to 5,526 shares worth $427K. The position accounts for 0.07% of the portfolio, ranked #210.

Tyler-Stone Wealth Management first reported a position in BIV in Q4 2021 and has held it in 12 quarters since. 931 funds tracked by Wall St. Rank hold BIV as of Q2 2025.

Tyler-Stone Wealth Management held 5,526 shares of Vanguard Intermediate-Term Bond ETF worth $427K as of Q2 2025.
Tyler-Stone Wealth Management bought 2,563 Vanguard Intermediate-Term Bond ETF shares in Q2 2025, an estimated $195K.
Vanguard Intermediate-Term Bond ETF made up 0.07% of Tyler-Stone Wealth Management's portfolio in Q2 2025, its #210 holding.
Tyler-Stone Wealth Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2021 and has held it in 12 quarters since.
931 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2025.

Based on Tyler-Stone Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.