AE Wealth Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

AE Wealth Management’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	$4.28M	Buy	55,519 +16,857	+44%	+$1.31M	0.02%	452
2025 Q4	$3.01M	Buy	38,662 +7,469	+24%	+$584K	0.02%	496
2025 Q3	$2.44M	Buy	31,193 +5,303	+20%	+$411K	0.02%	514
2025 Q2	$2M	Buy	25,890 +148	+0.6%	+$11.3K	0.01%	538
2025 Q1	$1.97M	Buy	25,742 +632	+3%	+$47.7K	0.02%	531
2024 Q4	$1.88M	Buy	25,110 +762	+3%	+$57.9K	0.02%	543
2024 Q3	$1.91M	Buy	24,348 +2,005	+9%	+$155K	0.02%	549
2024 Q2	$1.67M	Buy	22,343 +3,045	+16%	+$226K	0.02%	567
2024 Q1	$1.46M	Sell	19,298 -145,508	-88%	-$11M	0.02%	572
2023 Q4	$12.5M	Buy	164,806 +14,176	+9%	+$1.04M	0.06%	345
2023 Q3	$10.9M	Buy	150,630 +15,717	+12%	+$1.16M	0.07%	361
2023 Q2	$10.1M	Sell	134,913 -23,147	-15%	-$1.76M	0.06%	367
2023 Q1	$12.1M	Sell	158,060 -26,754	-14%	-$2.03M	0.08%	309
2022 Q4	$13.7M	Sell	184,814 -3,097	-2%	-$229K	0.1%	242
2022 Q3	$13.8M	Sell	187,911 -13,761	-7%	-$1.06M	0.11%	197
2022 Q2	$15.7M	Sell	201,672 -16,331	-7%	-$1.28M	0.13%	184
2022 Q1	$17.9M	Buy	218,003 +1,174	+0.5%	+$99.1K	0.12%	170
2021 Q4	$19M	Buy	216,829 +14,013	+7%	+$1.24M	0.13%	159
2021 Q3	$18.1M	Buy	202,816 +15,045	+8%	+$1.36M	0.15%	150
2021 Q2	$16.9M	Buy	187,771 +56,110	+43%	+$5.01M	0.15%	140
2021 Q1	$11.7M	Sell	131,661 -2,852	-2%	-$259K	0.12%	178
2020 Q4	$12.5M	Sell	134,513 -13,080	-9%	-$1.22M	0.14%	153
2020 Q3	$13.8M	Buy	147,593 +26,580	+22%	+$2.49M	0.2%	110
2020 Q2	$11.3M	Buy	121,013 +39,244	+48%	+$3.59M	0.17%	130
2020 Q1	$7.3M	Buy	81,769 +26,458	+48%	+$2.35M	0.17%	118
2019 Q4	$4.82M	Buy	55,311 +15,176	+38%	+$1.33M	0.1%	182
2019 Q3	$3.53M	Buy	40,135 +11,953	+42%	+$1.04M	0.1%	182
2019 Q2	$2.44M	Buy	28,182 +12,583	+81%	+$1.06M	0.07%	204
2019 Q1	$1.31M	Buy	15,599 +4,779	+44%	+$393K	0.09%	181
2018 Q4	$880K	Buy	10,820 +1,089	+11%	+$87.2K	0.15%	164
2018 Q3	$783K	Buy	9,731 +438	+5%	+$35.4K	0.04%	257
2018 Q2	$752K	Buy	9,293 +3,929	+73%	+$317K	0.05%	205
2018 Q1	$439K	Buy	5,364 +690	+15%	+$56.6K	0.03%	267
2017 Q4	$392K	Buy	+4,674	New	+$394K	0.03%	269
2017 Q3	–	Sell	-2,979	Closed	-$252K	–	401
2017 Q2	$252K	Buy	+2,979	New	+$252K	0.03%	320

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

AE Wealth Management's BIV Position: Q1 2026 in Review

AE Wealth Management increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 44% in Q1 2026, buying an estimated $1.31M and bringing the position to 55,519 shares worth $4.28M. The position accounts for 0.02% of the portfolio, ranked #452.

AE Wealth Management first reported a position in BIV in Q2 2017 and has held it in 35 quarters since. The position peaked at $19M in Q4 2021. 1,005 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

AE Wealth Management held 55,519 shares of Vanguard Intermediate-Term Bond ETF worth $4.28M as of Q1 2026.
AE Wealth Management bought 16,857 Vanguard Intermediate-Term Bond ETF shares in Q1 2026, an estimated $1.31M.
Vanguard Intermediate-Term Bond ETF made up 0.02% of AE Wealth Management's portfolio in Q1 2026, its #452 holding.
AE Wealth Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2017 and has held it in 35 quarters since.
AE Wealth Management's Vanguard Intermediate-Term Bond ETF position peaked at $19M in Q4 2021.
1,005 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.