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BIP Wealth’s iShares Large Cap Deep Quarterly Laddered ETF IVVB Stock Holding History

BIP Wealth’s Portfolio IVVB Stock Details IVVB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.04M Buy
32,562
+974
+3% +$32.2K 0.04% 192
2025
Q4 		$1.04M Buy
+31,588
New +$1.05M 0.04% 212

Other funds holding IVVB

WCP
Wick Capital Partners Wayne, Pennsylvania $548M AUM 16.95% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
PS
Planned Solutions Folsom, California $349M AUM 23.38% 1-Year Est. Return
EFL
ERn Financial LLC Middleton, Wisconsin $532M AUM 15.53% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
AP
Americana Partners Houston, Texas $3.85B AUM 23.11% 1-Year Est. Return
CAG
Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return

BIP Wealth's IVVB Position: Q1 2026 in Review

BIP Wealth increased its iShares Large Cap Deep Quarterly Laddered ETF (IVVB) stake by 3.1% in Q1 2026, buying an estimated $32.2K and bringing the position to 32,562 shares worth $1.04M. The position accounts for 0.04% of the portfolio, ranked #192.

BIP Wealth first reported a position in IVVB in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.04M in Q4 2025. 28 funds tracked by Wall St. Rank hold IVVB as of Q1 2026.

  • BIP Wealth held 32,562 shares of iShares Large Cap Deep Quarterly Laddered ETF worth $1.04M as of Q1 2026.
  • BIP Wealth bought 974 iShares Large Cap Deep Quarterly Laddered ETF shares in Q1 2026, an estimated $32.2K.
  • iShares Large Cap Deep Quarterly Laddered ETF made up 0.04% of BIP Wealth's portfolio in Q1 2026, its #192 holding.
  • BIP Wealth first reported a position in iShares Large Cap Deep Quarterly Laddered ETF in Q4 2025 and has held it in 2 quarters since.
  • BIP Wealth's iShares Large Cap Deep Quarterly Laddered ETF position peaked at $1.04M in Q4 2025.
  • 28 funds tracked by Wall St. Rank held iShares Large Cap Deep Quarterly Laddered ETF as of Q1 2026.

Based on BIP Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.