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

Conquis Financial’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	$6.76M	Buy	87,475 +5,437	+7%	+$423K	5.6%	6
2025 Q4	$6.39M	Buy	82,038 +347	+0.4%	+$27.1K	5.49%	6
2025 Q3	$6.38M	Sell	81,691 -88,683	-52%	-$6.87M	6.04%	6
2025 Q2	$13.2M	Sell	170,374 -1,716	-1%	-$131K	12.79%	3
2025 Q1	$13.2M	Buy	172,090 +7,284	+4%	+$550K	13.68%	2
2024 Q4	$12.3M	Buy	+164,806	New	+$12.5M	12.61%	2

Other funds holding BIV

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Conquis Financial's BIV Position: Q1 2026 in Review

Conquis Financial increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 6.6% in Q1 2026, buying an estimated $423K and bringing the position to 87,475 shares worth $6.76M. The position accounts for 5.6% of the portfolio, ranked #6.

Conquis Financial first reported a position in BIV in Q4 2024 and has held it in 6 quarters since. The position peaked at $13.2M in Q1 2025. 1,005 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

Conquis Financial held 87,475 shares of Vanguard Intermediate-Term Bond ETF worth $6.76M as of Q1 2026.
Conquis Financial bought 5,437 Vanguard Intermediate-Term Bond ETF shares in Q1 2026, an estimated $423K.
Vanguard Intermediate-Term Bond ETF made up 5.6% of Conquis Financial's portfolio in Q1 2026, its #6 holding.
Conquis Financial first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2024 and has held it in 6 quarters since.
Conquis Financial's Vanguard Intermediate-Term Bond ETF position peaked at $13.2M in Q1 2025.
1,005 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

Based on Conquis Financial's 13F filing for Q1 2026, filed 7 May 2026.