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

Atmos Advisory’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	–	Sell	-5,077	Closed	-$395K	–	21
2025 Q4	$395K	Buy	+5,077	New	+$397K	0.23%	14
2025 Q1	–	Sell	-6,318	Closed	-$472K	–	22
2024 Q4	$472K	Buy	+6,318	New	+$480K	0.33%	18
2024 Q1	–	Sell	-120,637	Closed	-$9.21M	–	21
2023 Q4	$9.21M	Buy	+120,637	New	+$8.84M	7.39%	7
2023 Q1	–	Sell	-222,881	Closed	-$16.6M	–	21
2022 Q4	$16.6M	Buy	+222,881	New	+$16.5M	14.81%	1

Other funds holding BIV

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

TLFA

True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Atmos Advisory's BIV Position: Q1 2026 in Review

Atmos Advisory sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q1 2026, closing a stake of 5,077 shares — an estimated $395K sold.

Atmos Advisory first reported a position in BIV in Q4 2022 and held it in 4 quarters. The position peaked at $16.6M in Q4 2022. 1,012 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

Atmos Advisory reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q1 2026 after selling out during the quarter.
Atmos Advisory sold 5,077 Vanguard Intermediate-Term Bond ETF shares in Q1 2026, an estimated $395K.
Atmos Advisory first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2022 and held it in 4 quarters.
Atmos Advisory's Vanguard Intermediate-Term Bond ETF position peaked at $16.6M in Q4 2022.
1,012 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

Based on Atmos Advisory's 13F filing for Q1 2026, filed 6 Apr 2026.