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

Clearstead 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 		$595K Buy
7,712
+1,687
+28% +$131K 0.01% 671
2025
Q4 		$469K Sell
6,025
-11
-0.2% -$860 0.01% 669
2025
Q3 		$471K Sell
6,036
-1,478
-20% -$114K 0.01% 652
2025
Q2 		$581K Buy
7,514
+139
+2% +$10.6K 0.01% 571
2025
Q1 		$565K Buy
7,375
+4,014
+119% +$303K 0.01% 543
2024
Q4 		$251K Buy
3,361
+33
+1% +$2.51K ﹤0.01% 785
2024
Q3 		$261K Buy
3,328
+24
+0.7% +$1.85K ﹤0.01% 768
2024
Q2 		$247K Buy
+3,304
New +$246K ﹤0.01% 746
2023
Q4 		– Sell
-434
Closed -$31.4K – 1530
2023
Q3 		$31.4K Buy
434
+217
+100% +$16.1K ﹤0.01% 953
2023
Q2 		$16.3K Hold
217
– – ﹤0.01% 923
2023
Q1 		$16.7K Buy
+217
New +$16.4K ﹤0.01% 877
2022
Q1 		– Sell
-65
Closed -$6K – 1378
2021
Q4 		$6K Sell
65
-65
-50% -$5.77K ﹤0.01% 970
2021
Q3 		$12K Hold
130
– – ﹤0.01% 917
2021
Q2 		$12K Sell
130
-45
-26% -$4.02K ﹤0.01% 775
2021
Q1 		$16K Sell
175
-335
-66% -$30.4K ﹤0.01% 712
2020
Q4 		$47K Sell
510
-365
-42% -$34K ﹤0.01% 517
2020
Q3 		$82K Buy
875
+175
+25% +$16.4K 0.01% 397
2020
Q2 		$65K Hold
700
– – 0.01% 403
2020
Q1 		$63K Buy
+700
New +$62.1K 0.01% 380
2018
Q4 		– Sell
-6,215
Closed -$500K – 246
2018
Q3 		$500K Buy
+6,215
New +$503K 0.07% 152

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

Clearstead Advisors's BIV Position: Q1 2026 in Review

Clearstead Advisors increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 28% in Q1 2026, buying an estimated $131K and bringing the position to 7,712 shares worth $595K. The position accounts for 0.01% of the portfolio, ranked #671.

Clearstead Advisors first reported a position in BIV in Q3 2018 and has held it in 20 quarters since. 1,005 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

  • Clearstead Advisors held 7,712 shares of Vanguard Intermediate-Term Bond ETF worth $595K as of Q1 2026.
  • Clearstead Advisors bought 1,687 Vanguard Intermediate-Term Bond ETF shares in Q1 2026, an estimated $131K.
  • Vanguard Intermediate-Term Bond ETF made up 0.01% of Clearstead Advisors's portfolio in Q1 2026, its #671 holding.
  • Clearstead Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q3 2018 and has held it in 20 quarters since.
  • 1,005 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.