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WhitTier Trust Company’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

WhitTier Trust Company’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 		– Sell
-155
Closed -$12K – 1307
2025
Q2 		$12K Hold
155
– – ﹤0.01% 1112
2025
Q1 		$11.9K Buy
+155
New +$11.7K ﹤0.01% 1081

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Morgan Stanley
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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TLFA
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Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

WhitTier Trust Company's BIV Position: Q3 2025 in Review

WhitTier Trust Company sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q3 2025, closing a stake of 155 shares — an estimated $12K sold.

WhitTier Trust Company first reported a position in BIV in Q1 2025 and held it in 2 quarters. The position peaked at $12K in Q2 2025. 925 funds tracked by Wall St. Rank hold BIV as of Q3 2025.

  • WhitTier Trust Company reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q3 2025 after selling out during the quarter.
  • WhitTier Trust Company sold 155 Vanguard Intermediate-Term Bond ETF shares in Q3 2025, an estimated $12K.
  • WhitTier Trust Company first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2025 and held it in 2 quarters.
  • WhitTier Trust Company's Vanguard Intermediate-Term Bond ETF position peaked at $12K in Q2 2025.
  • 925 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2025.

Based on WhitTier Trust Company's 13F filing for Q3 2025, filed 31 Oct 2025.