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Wayfinding Financial’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Wayfinding Financial’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
-257
Closed -$19K – 201
2025
Q1 		$19K Buy
+257
New +$19.4K 0.01% 566

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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

Wayfinding Financial's BIV Position: Q2 2025 in Review

Wayfinding Financial sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q2 2025, closing a stake of 257 shares — an estimated $19K sold.

Wayfinding Financial first reported a position in BIV in Q1 2025 and held it in 1 quarter. The position peaked at $19K in Q1 2025. 931 funds tracked by Wall St. Rank hold BIV as of Q2 2025.

  • Wayfinding Financial reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Wayfinding Financial sold 257 Vanguard Intermediate-Term Bond ETF shares in Q2 2025, an estimated $19K.
  • Wayfinding Financial first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2025 and held it in 1 quarter.
  • Wayfinding Financial's Vanguard Intermediate-Term Bond ETF position peaked at $19K in Q1 2025.
  • 931 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2025.

Based on Wayfinding Financial's 13F filing for Q2 2025, filed 12 Aug 2025.