Compass Financial Management
BIV icon

Compass Financial Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Compass Financial Management’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
Q3 		$1.46M Sell
20,098
-22
-0.1% -$1.65K 0.16% 156
2026
Q2 		$1.54M Buy
+20,120
New +$1.54M 0.19% 135

Other funds holding BIV

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
EP Wealth Advisors
EP Wealth Advisors Torrance, California $24.4B AUM 17.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $73.6B AUM 18.65% 1-Year Est. Return
True Link Financial Advisors
True Link Financial Advisors San Francisco, California $1.74B AUM 3.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
United Capital Financial Advisors
United Capital Financial Advisors Irving, Texas $18.4B AUM 17.63% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Lincoln National Corp
Lincoln National Corp Radnor, Pennsylvania $3.68B AUM 7.84% 1-Year Est. Return

Compass Financial Management's BIV Position: Q3 2026 in Review

Compass Financial Management reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 0.11% in Q3 2026, selling an estimated $1.65K and leaving 20,098 shares worth $1.46M. The position accounts for 0.16% of the portfolio, ranked #156.

Compass Financial Management first reported a position in BIV in Q2 2026 and has held it in 2 quarters since. The position peaked at $1.54M in Q2 2026. 900 funds tracked by Wall St. Rank hold BIV as of Q3 2026.

  • Compass Financial Management held 20,098 shares of Vanguard Intermediate-Term Bond ETF worth $1.46M as of Q3 2026.
  • Compass Financial Management sold 22 Vanguard Intermediate-Term Bond ETF shares in Q3 2026, an estimated $1.65K.
  • Vanguard Intermediate-Term Bond ETF made up 0.16% of Compass Financial Management's portfolio in Q3 2026, its #156 holding.
  • Compass Financial Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2026 and has held it in 2 quarters since.
  • Compass Financial Management's Vanguard Intermediate-Term Bond ETF position peaked at $1.54M in Q2 2026.
  • 900 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2026.

Based on Compass Financial Management's 13F filing for Q3 2026, filed 30 Oct 2026.