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Atomi Financial Group’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Atomi Financial 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
2026
Q1 		$949K Buy
12,296
+1,998
+19% +$156K 0.03% 459
2025
Q4 		$802K Buy
10,298
+573
+6% +$44.8K 0.02% 488
2025
Q3 		$759K Buy
9,725
+6,155
+172% +$477K 0.02% 482
2025
Q2 		$276K Sell
3,570
-130
-4% -$9.9K 0.01% 858
2025
Q1 		$283K Sell
3,700
-216
-6% -$16.3K 0.01% 799
2024
Q4 		$293K Sell
3,916
-1,870
-32% -$142K 0.01% 731
2024
Q3 		$453K Buy
5,786
+1,661
+40% +$128K 0.03% 491
2024
Q2 		$309K Sell
4,125
-48
-1% -$3.57K 0.02% 577
2024
Q1 		$315K Sell
4,173
-383
-8% -$28.9K 0.03% 520
2023
Q4 		$348K Sell
4,556
-883
-16% -$64.7K 0.05% 364
2023
Q3 		$393K Sell
5,439
-970
-15% -$71.8K 0.13% 186
2023
Q2 		$482K Sell
6,409
-238
-4% -$18.1K 0.22% 132
2023
Q1 		$510K Buy
+6,647
New +$503K 0.29% 96

Other funds holding BIV

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Baird Financial Group
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Atomi Financial Group's BIV Position: Q1 2026 in Review

Atomi Financial Group increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 19% in Q1 2026, buying an estimated $156K and bringing the position to 12,296 shares worth $949K. The position accounts for 0.03% of the portfolio, ranked #459.

Atomi Financial Group first reported a position in BIV in Q1 2023 and has held it in 13 quarters since. 1,005 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

  • Atomi Financial Group held 12,296 shares of Vanguard Intermediate-Term Bond ETF worth $949K as of Q1 2026.
  • Atomi Financial Group bought 1,998 Vanguard Intermediate-Term Bond ETF shares in Q1 2026, an estimated $156K.
  • Vanguard Intermediate-Term Bond ETF made up 0.03% of Atomi Financial Group's portfolio in Q1 2026, its #459 holding.
  • Atomi Financial Group first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2023 and has held it in 13 quarters since.
  • 1,005 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.