Advisory Alpha’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Advisory Alpha’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
2026 Q1	$682K	Sell	8,842 -2,122	-19%	-$165K	0.02%	262
2025 Q4	$854K	Sell	10,964 -1,019	-9%	-$79.7K	0.02%	216
2025 Q3	$937K	Sell	11,983 -17,695	-60%	-$1.37M	0.03%	193
2025 Q2	$2.3M	Sell	29,678 -1,466	-5%	-$112K	0.07%	103
2025 Q1	$2.38M	Buy	31,144 +2,177	+8%	+$164K	0.08%	102
2024 Q4	$2.16M	Sell	28,967 -2,686	-8%	-$204K	0.08%	97
2024 Q3	$2.48M	Sell	31,653 -8,090	-20%	-$624K	0.09%	91
2024 Q2	$2.98M	Sell	39,743 -3,573	-8%	-$266K	0.12%	85
2024 Q1	$3.27M	Sell	43,316 -198	-0.5%	-$14.9K	0.13%	86
2023 Q4	$3.32M	Sell	43,514 -387	-0.9%	-$28.3K	0.15%	86
2023 Q3	$3.17M	Buy	43,901 +1,102	+3%	+$81.5K	0.16%	79
2023 Q2	$3.22M	Buy	42,799 +216	+0.5%	+$16.5K	0.17%	77
2023 Q1	$3.27M	Buy	42,583 +4,715	+12%	+$357K	0.21%	61
2022 Q4	$2.81M	Buy	37,868 +1,981	+6%	+$147K	0.2%	61
2022 Q3	$2.64M	Buy	+35,887	New	+$2.78M	0.2%	64

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

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 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

Advisory Alpha's BIV Position: Q1 2026 in Review

Advisory Alpha reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 19% in Q1 2026, selling an estimated $165K and leaving 8,842 shares worth $682K. The position accounts for 0.02% of the portfolio, ranked #262.

Advisory Alpha first reported a position in BIV in Q3 2022 and has held it in 15 quarters since. The position peaked at $3.32M in Q4 2023. 1,005 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

Advisory Alpha held 8,842 shares of Vanguard Intermediate-Term Bond ETF worth $682K as of Q1 2026.
Advisory Alpha sold 2,122 Vanguard Intermediate-Term Bond ETF shares in Q1 2026, an estimated $165K.
Vanguard Intermediate-Term Bond ETF made up 0.02% of Advisory Alpha's portfolio in Q1 2026, its #262 holding.
Advisory Alpha first reported a position in Vanguard Intermediate-Term Bond ETF in Q3 2022 and has held it in 15 quarters since.
Advisory Alpha's Vanguard Intermediate-Term Bond ETF position peaked at $3.32M in Q4 2023.
1,005 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

Based on Advisory Alpha's 13F filing for Q1 2026, filed 14 May 2026.