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

Compass Advisory 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
Q2 		$390K Buy
5,081
+55
+1% +$4.22K 0.09% 69
2026
Q1 		$388K Buy
5,026
+34
+0.7% +$2.65K 0.1% 69
2025
Q4 		$389K Buy
4,992
+68
+1% +$5.32K 0.11% 66
2025
Q3 		$385K Buy
4,924
+50
+1% +$3.87K 0.11% 66
2025
Q2 		$377K Sell
4,874
-16
-0.3% -$1.22K 0.12% 64
2025
Q1 		$374K Buy
4,890
+31
+0.6% +$2.34K 0.13% 63
2024
Q4 		$363K Sell
4,859
-693
-12% -$52.7K 0.13% 61
2024
Q3 		$435K Buy
5,552
+57
+1% +$4.39K 0.17% 57
2024
Q2 		$412K Buy
5,495
+86
+2% +$6.39K 0.18% 54
2024
Q1 		$408K Buy
5,409
+9
+0.2% +$678 0.18% 56
2023
Q4 		$412K Sell
5,400
-988
-15% -$72.4K 0.2% 54
2023
Q3 		$462K Buy
6,388
+26
+0.4% +$1.92K 0.24% 51
2023
Q2 		$479K Buy
6,362
+53
+0.8% +$4.04K 0.25% 45
2023
Q1 		$484K Buy
6,309
+61
+1% +$4.62K 0.28% 42
2022
Q4 		$478K Sell
6,248
-75
-1% -$5.56K 0.27% 49
2022
Q3 		$465K Buy
6,323
+1,579
+33% +$122K 0.26% 47
2022
Q2 		$368K Buy
4,744
+429
+10% +$33.6K 0.2% 51
2022
Q1 		$353K Buy
4,315
+14
+0.3% +$1.18K 0.18% 52
2021
Q4 		$377K Sell
4,301
-1,281
-23% -$114K 0.2% 47
2021
Q3 		$499K Buy
5,582
+1,495
+37% +$135K 0.29% 38
2021
Q2 		$368K Sell
4,087
-4,310
-51% -$385K 0.23% 39
2021
Q1 		$745K Sell
8,397
-1,370
-14% -$124K 0.5% 26
2020
Q4 		$907K Buy
+9,767
New +$910K 0.69% 22

Other funds holding BIV

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Baird Financial Group
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Compass Advisory Group's BIV Position: Q2 2026 in Review

Compass Advisory Group increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 1.1% in Q2 2026, buying an estimated $4.22K and bringing the position to 5,081 shares worth $390K. The position accounts for 0.09% of the portfolio, ranked #69.

Compass Advisory Group first reported a position in BIV in Q4 2020 and has held it in 23 quarters since. The position peaked at $907K in Q4 2020. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • Compass Advisory Group held 5,081 shares of Vanguard Intermediate-Term Bond ETF worth $390K as of Q2 2026.
  • Compass Advisory Group bought 55 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $4.22K.
  • Vanguard Intermediate-Term Bond ETF made up 0.09% of Compass Advisory Group's portfolio in Q2 2026, its #69 holding.
  • Compass Advisory Group first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2020 and has held it in 23 quarters since.
  • Compass Advisory Group's Vanguard Intermediate-Term Bond ETF position peaked at $907K in Q4 2020.
  • 1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Compass Advisory Group's 13F filing for Q2 2026, filed 11 Aug 2026.