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Wallace Advisory Group’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Wallace Advisory Group’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 		– Sell
-2,731
Closed -$204K – 174
2025
Q1 		$204K Buy
+2,731
New +$206K 0.14% 176

Other funds holding BIV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wallace Advisory Group's BIV Position: Q2 2025 in Review

Wallace Advisory Group sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q2 2025, closing a stake of 2,731 shares — an estimated $204K sold.

Wallace Advisory Group first reported a position in BIV in Q1 2025 and held it in 1 quarter. The position peaked at $204K in Q1 2025. 931 funds tracked by Wall St. Rank hold BIV as of Q2 2025.

  • Wallace Advisory Group reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Wallace Advisory Group sold 2,731 Vanguard Intermediate-Term Bond ETF shares in Q2 2025, an estimated $204K.
  • Wallace Advisory Group first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2025 and held it in 1 quarter.
  • Wallace Advisory Group's Vanguard Intermediate-Term Bond ETF position peaked at $204K in Q1 2025.
  • 931 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2025.

Based on Wallace Advisory Group's 13F filing for Q2 2025, filed 30 Jul 2025.