Yeomans Consulting Group’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Yeomans Consulting 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 Q4	–	Sell	-243,563	Closed	-$19M	–	116
2025 Q3	$19M	Buy	243,563 +70,311	+41%	+$5.44M	6.56%	3
2025 Q2	$13.3M	Sell	173,252 -66,112	-28%	-$5.04M	5.51%	3
2025 Q1	$18.3M	Buy	239,364 +2,620	+1%	+$198K	7.09%	5
2024 Q4	$17.7M	Sell	236,744 -19,491	-8%	-$1.48M	6.63%	5
2024 Q3	$20.1M	Buy	+256,235	New	+$19.8M	7.51%	3

Other funds holding BIV

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TLFA

True Link Financial Advisors San Francisco, California $1.62B AUM 8.33% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Yeomans Consulting Group's BIV Position: Q4 2025 in Review

Yeomans Consulting Group sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q4 2025, closing a stake of 243,563 shares — an estimated $19M sold.

Yeomans Consulting Group first reported a position in BIV in Q3 2024 and held it in 5 quarters. The position peaked at $20.1M in Q3 2024. 976 funds tracked by Wall St. Rank hold BIV as of Q4 2025.

Yeomans Consulting Group reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q4 2025 after selling out during the quarter.
Yeomans Consulting Group sold 243,563 Vanguard Intermediate-Term Bond ETF shares in Q4 2025, an estimated $19M.
Yeomans Consulting Group first reported a position in Vanguard Intermediate-Term Bond ETF in Q3 2024 and held it in 5 quarters.
Yeomans Consulting Group's Vanguard Intermediate-Term Bond ETF position peaked at $20.1M in Q3 2024.
976 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q4 2025.

Based on Yeomans Consulting Group's 13F filing for Q4 2025, filed 7 Jan 2026.