Arkadios Wealth Advisors’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Arkadios Wealth Advisors’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	$1.7M	Buy	22,049 +2,620	+13%	+$204K	0.03%	576
2025 Q4	$1.51M	Buy	19,429 +1,567	+9%	+$123K	0.03%	547
2025 Q3	$1.39M	Buy	17,862 +2,304	+15%	+$178K	0.03%	520
2025 Q2	$1.2M	Buy	15,558 +312	+2%	+$23.8K	0.04%	499
2025 Q1	$1.17M	Buy	+15,246	New	+$1.15M	0.04%	413
2022 Q4	–	Sell	-2,841	Closed	-$209K	–	566
2022 Q3	$209K	Buy	2,841 +254	+10%	+$19.6K	0.03%	477
2022 Q2	$201K	Sell	2,587 -156	-6%	-$12.2K	0.03%	510
2022 Q1	$225K	Sell	2,743 -81	-3%	-$6.84K	0.03%	502
2021 Q4	$247K	Sell	2,824 -42	-1%	-$3.73K	0.03%	491
2021 Q3	$256K	Sell	2,866 -93	-3%	-$8.42K	0.04%	441
2021 Q2	$266K	Sell	2,959 -574	-16%	-$51.3K	0.03%	472
2021 Q1	$313K	Buy	3,533 +2,166	+158%	+$197K	0.05%	335
2020 Q4	$126K	Buy	1,367 +1,334	+4,042%	+$124K	0.03%	396
2020 Q3	$3.11K	Hold	33	–	–	﹤0.01%	904
2020 Q2	$3.1K	Hold	33	–	–	﹤0.01%	840
2020 Q1	$2.94K	Hold	33	–	–	﹤0.01%	874
2019 Q4	$2.92K	Buy	+33	New	+$2.89K	﹤0.01%	774

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

Arkadios Wealth Advisors's BIV Position: Q1 2026 in Review

Arkadios Wealth Advisors increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 13% in Q1 2026, buying an estimated $204K and bringing the position to 22,049 shares worth $1.7M. The position accounts for 0.03% of the portfolio, ranked #576.

Arkadios Wealth Advisors first reported a position in BIV in Q4 2019 and has held it in 17 quarters since. 1,005 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

Arkadios Wealth Advisors held 22,049 shares of Vanguard Intermediate-Term Bond ETF worth $1.7M as of Q1 2026.
Arkadios Wealth Advisors bought 2,620 Vanguard Intermediate-Term Bond ETF shares in Q1 2026, an estimated $204K.
Vanguard Intermediate-Term Bond ETF made up 0.03% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #576 holding.
Arkadios Wealth Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2019 and has held it in 17 quarters since.
1,005 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.