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WealthGarden F.S.’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

WealthGarden F.S.’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
-6,352
Closed -$475K – 125
2024
Q4 		$475K Buy
6,352
+382
+6% +$29K 0.44% 68
2024
Q3 		$468K Buy
5,970
+483
+9% +$37.2K 0.46% 69
2024
Q2 		$411K Buy
+5,487
New +$408K 0.43% 75

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 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 $1.73B AUM 9.28% 1-Year Est. Return

WealthGarden F.S.'s BIV Position: Q1 2025 in Review

WealthGarden F.S. sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q1 2025, closing a stake of 6,352 shares — an estimated $475K sold.

WealthGarden F.S. first reported a position in BIV in Q2 2024 and held it in 3 quarters. The position peaked at $475K in Q4 2024. 922 funds tracked by Wall St. Rank hold BIV as of Q1 2025.

  • WealthGarden F.S. reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q1 2025 after selling out during the quarter.
  • WealthGarden F.S. sold 6,352 Vanguard Intermediate-Term Bond ETF shares in Q1 2025, an estimated $475K.
  • WealthGarden F.S. first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2024 and held it in 3 quarters.
  • WealthGarden F.S.'s Vanguard Intermediate-Term Bond ETF position peaked at $475K in Q4 2024.
  • 922 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2025.

Based on WealthGarden F.S.'s 13F filing for Q1 2025, filed 2 May 2025.