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Wells Trecaso Financial Group’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Wells Trecaso Financial 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
Q3 		$1.66M Sell
21,314
-8,698
-29% -$673K 0.79% 34
2025
Q2 		$2.32M Buy
30,012
+801
+3% +$61K 0.72% 33
2025
Q1 		$2.24M Buy
29,211
+3,076
+12% +$232K 0.75% 33
2024
Q4 		$1.95M Buy
26,135
+4,461
+21% +$339K 0.64% 35
2024
Q3 		$1.7M Buy
21,674
+887
+4% +$68.4K 0.56% 39
2024
Q2 		$1.56M Buy
20,787
+2,957
+17% +$220K 0.54% 40
2024
Q1 		$1.34M Buy
17,830
+2,545
+17% +$192K 0.47% 42
2023
Q4 		$1.17M Buy
15,285
+74
+0.5% +$5.42K 0.47% 40
2023
Q3 		$1.1M Sell
15,211
-1,118
-7% -$82.7K 0.49% 41
2023
Q2 		$1.23M Hold
16,329
– – 0.53% 40
2023
Q1 		$1.25M Buy
16,329
+80
+0.5% +$6.06K 0.58% 38
2022
Q4 		$1.21M Hold
16,249
– – 0.6% 37
2022
Q3 		$1.19M Buy
16,249
+1,340
+9% +$104K 0.66% 37
2022
Q2 		$1.16M Hold
14,909
– – 0.6% 38
2022
Q1 		$1.22M Buy
14,909
+3,450
+30% +$291K 0.54% 39
2021
Q4 		$1M Buy
11,459
+115
+1% +$10.2K 0.44% 42
2021
Q3 		$1.01M Sell
11,344
-1,000
-8% -$90.6K 0.48% 39
2021
Q2 		$1.11M Hold
12,344
– – 0.53% 38
2021
Q1 		$1.09M Hold
12,344
– – 0.58% 37
2020
Q4 		$1.15M Sell
12,344
-1,250
-9% -$116K 0.64% 37
2020
Q3 		$1.27M Buy
13,594
+314
+2% +$29.4K 0.81% 32
2020
Q2 		$1.24M Sell
13,280
-1,060
-7% -$97K 0.85% 29
2020
Q1 		$1.28M Sell
14,340
-850
-6% -$75.4K 1.14% 25
2019
Q4 		$1.32M Sell
15,190
-515
-3% -$45.1K 0.96% 28
2019
Q3 		$1.38M Hold
15,705
– – 1.1% 27
2019
Q2 		$1.36M Sell
15,705
-2,900
-16% -$245K 1.12% 27
2019
Q1 		$1.56M Sell
18,605
-1,325
-7% -$109K 1.31% 24
2018
Q4 		$1.62M Buy
+19,930
New +$1.6M 1.55% 22

Other funds holding BIV

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
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
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wells Trecaso Financial Group's BIV Position: Q3 2025 in Review

Wells Trecaso Financial Group reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 29% in Q3 2025, selling an estimated $673K and leaving 21,314 shares worth $1.66M. The position accounts for 0.79% of the portfolio, ranked #34.

Wells Trecaso Financial Group first reported a position in BIV in Q4 2018 and has held it in 28 quarters since. The position peaked at $2.32M in Q2 2025. 925 funds tracked by Wall St. Rank hold BIV as of Q3 2025.

  • Wells Trecaso Financial Group held 21,314 shares of Vanguard Intermediate-Term Bond ETF worth $1.66M as of Q3 2025.
  • Wells Trecaso Financial Group sold 8,698 Vanguard Intermediate-Term Bond ETF shares in Q3 2025, an estimated $673K.
  • Vanguard Intermediate-Term Bond ETF made up 0.79% of Wells Trecaso Financial Group's portfolio in Q3 2025, its #34 holding.
  • Wells Trecaso Financial Group first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2018 and has held it in 28 quarters since.
  • Wells Trecaso Financial Group's Vanguard Intermediate-Term Bond ETF position peaked at $2.32M in Q2 2025.
  • 925 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2025.

Based on Wells Trecaso Financial Group's 13F filing for Q3 2025, filed 5 Nov 2025.