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

Venturi 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 Q1	–	Sell	-57	Closed	-$4.3K	–	716
2024 Q4	$4.3K	Sell	57 -21	-27%	-$1.6K	﹤0.01%	1734
2024 Q3	$6.16K	Hold	78	–	–	﹤0.01%	1333
2024 Q2	$5.88K	Hold	78	–	–	﹤0.01%	1198
2024 Q1	$5.92K	Hold	78	–	–	﹤0.01%	1050
2023 Q4	$6K	Hold	78	–	–	﹤0.01%	993
2023 Q3	$5.68K	Hold	78	–	–	﹤0.01%	944
2023 Q2	$5.91K	Hold	78	–	–	﹤0.01%	727
2023 Q1	$6.03K	Buy	+78	New	+$5.91K	﹤0.01%	793
2018 Q3	–	Sell	-3,030	Closed	-$245K	–	165
2018 Q2	$245K	Sell	3,030 -2,483	-45%	-$201K	0.05%	158
2018 Q1	$451K	Sell	5,513 -1,505	-21%	-$123K	0.09%	144
2017 Q4	$588K	Sell	7,018 -642	-8%	-$54.1K	0.11%	137
2017 Q3	$647K	Hold	7,660	–	–	0.14%	122
2017 Q2	$647K	Buy	7,660 +240	+3%	+$20.3K	0.15%	120
2017 Q1	$629K	Hold	7,420	–	–	0.15%	115
2016 Q4	$616K	Sell	7,420 -984	-12%	-$83.5K	0.17%	105
2016 Q3	$737K	Sell	8,404 -17,645	-68%	-$1.55M	0.24%	82
2016 Q2	$2.29M	Sell	26,049 -4,710	-15%	-$407K	0.78%	48
2016 Q1	$2.65M	Buy	30,759 +295	+1%	+$25K	0.99%	37
2015 Q4	$2.53M	Buy	+30,464	New	+$2.56M	1.15%	32

Other funds holding BIV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

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

Venturi Wealth Management's BIV Position: Q1 2025 in Review

Venturi Wealth Management sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q1 2025, closing a stake of 57 shares — an estimated $4.3K sold.

Venturi Wealth Management first reported a position in BIV in Q4 2015 and held it in 19 quarters. The position peaked at $2.65M in Q1 2016. 923 funds tracked by Wall St. Rank hold BIV as of Q1 2025.

Venturi Wealth Management reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q1 2025 after selling out during the quarter.
Venturi Wealth Management sold 57 Vanguard Intermediate-Term Bond ETF shares in Q1 2025, an estimated $4.3K.
Venturi Wealth Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2015 and held it in 19 quarters.
Venturi Wealth Management's Vanguard Intermediate-Term Bond ETF position peaked at $2.65M in Q1 2016.
923 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.