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

Williams 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
Q1 		– Sell
-308,672
Closed -$23.1M – 17
2024
Q4 		$23.1M Buy
308,672
+10,157
+3% +$772K 14.36% 3
2024
Q3 		$23.4M Buy
298,515
+7,091
+2% +$547K 14.62% 3
2024
Q2 		$21.8M Buy
291,424
+993
+0.3% +$73.8K 14.53% 3
2024
Q1 		$21.9M Buy
+290,431
New +$21.9M 14.58% 3

Other funds holding BIV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return

Williams Financial's BIV Position: Q1 2025 in Review

Williams Financial sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q1 2025, closing a stake of 308,672 shares — an estimated $23.1M sold.

Williams Financial first reported a position in BIV in Q1 2024 and held it in 4 quarters. The position peaked at $23.4M in Q3 2024. 922 funds tracked by Wall St. Rank hold BIV as of Q1 2025.

  • Williams Financial reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Williams Financial sold 308,672 Vanguard Intermediate-Term Bond ETF shares in Q1 2025, an estimated $23.1M.
  • Williams Financial first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2024 and held it in 4 quarters.
  • Williams Financial's Vanguard Intermediate-Term Bond ETF position peaked at $23.4M in Q3 2024.
  • 922 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2025.

Based on Williams Financial's 13F filing for Q1 2025, filed 23 Apr 2025.