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Beacon Pointe Advisors’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Beacon Pointe 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 		$9.86M Buy
127,690
+6,673
+6% +$519K 0.05% 320
2025
Q4 		$9.42M Buy
121,017
+17,078
+16% +$1.34M 0.07% 268
2025
Q3 		$8.12M Buy
103,939
+90,311
+663% +$6.99M 0.07% 264
2025
Q2 		$1.05M Buy
13,628
+110
+0.8% +$8.38K 0.01% 659
2025
Q1 		$1.04M Buy
13,518
+7,416
+122% +$559K 0.01% 628
2024
Q4 		$456K Buy
+6,102
New +$464K 0.01% 859
2024
Q3 		– Sell
-2,897
Closed -$217K – 1235
2024
Q2 		$217K Buy
2,897
+2
+0.1% +$149 ﹤0.01% 1170
2024
Q1 		$218K Sell
2,895
-2,522
-47% -$190K ﹤0.01% 1230
2023
Q4 		$414K Sell
5,417
-3,836
-41% -$281K ﹤0.01% 962
2023
Q3 		$669K Buy
9,253
+2,039
+28% +$151K 0.01% 760
2023
Q2 		$543K Sell
7,214
-5,413
-43% -$412K 0.01% 691
2023
Q1 		$969K Buy
12,627
+8,819
+232% +$668K 0.02% 555
2022
Q4 		$283K Buy
+3,808
New +$282K 0.01% 881
2022
Q3 		– Sell
-4,003
Closed -$310K – 1008
2022
Q2 		$310K Sell
4,003
-13,182
-77% -$1.03M 0.01% 809
2022
Q1 		$1.41M Buy
17,185
+13,793
+407% +$1.16M 0.02% 527
2021
Q4 		$297K Sell
3,392
-12,694
-79% -$1.13M 0.01% 733
2021
Q3 		$1.44M Buy
16,086
+12,081
+302% +$1.09M 0.04% 339
2021
Q2 		$360K Buy
4,005
+21
+0.5% +$1.88K 0.01% 594
2021
Q1 		$354K Sell
3,984
-109
-3% -$9.9K 0.02% 354
2020
Q4 		$379K Buy
4,093
+908
+29% +$84.6K 0.03% 325
2020
Q3 		$298K Buy
3,185
+56
+2% +$5.25K 0.03% 300
2020
Q2 		$292K Buy
+3,129
New +$286K 0.03% 303

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

Beacon Pointe Advisors's BIV Position: Q1 2026 in Review

Beacon Pointe Advisors increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 5.5% in Q1 2026, buying an estimated $519K and bringing the position to 127,690 shares worth $9.86M. The position accounts for 0.05% of the portfolio, ranked #320.

Beacon Pointe Advisors first reported a position in BIV in Q2 2020 and has held it in 22 quarters since. 1,005 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

  • Beacon Pointe Advisors held 127,690 shares of Vanguard Intermediate-Term Bond ETF worth $9.86M as of Q1 2026.
  • Beacon Pointe Advisors bought 6,673 Vanguard Intermediate-Term Bond ETF shares in Q1 2026, an estimated $519K.
  • Vanguard Intermediate-Term Bond ETF made up 0.05% of Beacon Pointe Advisors's portfolio in Q1 2026, its #320 holding.
  • Beacon Pointe Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2020 and has held it in 22 quarters since.
  • 1,005 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.