Discipline Wealth Solutions’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Discipline Wealth Solutions’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	$56.3M	Buy	728,902 +98,573	+16%	+$7.67M	5.92%	2
2025 Q4	$49.1M	Buy	630,329 +70,446	+13%	+$5.51M	9.1%	2
2025 Q3	$43.7M	Buy	559,883 +17,974	+3%	+$1.39M	11.53%	1
2025 Q2	$41.9M	Buy	541,909 +39,352	+8%	+$3M	16.05%	1
2025 Q1	$38.5M	Sell	502,557 -747	-0.1%	-$56.4K	18.37%	1
2024 Q4	$37.6M	Buy	503,304 +42,643	+9%	+$3.24M	17.42%	1
2024 Q3	$36.1M	Buy	460,661 +37,905	+9%	+$2.92M	19.06%	1
2024 Q2	$31.7M	Buy	422,756 +44,724	+12%	+$3.32M	25%	1
2024 Q1	$28.2M	Buy	378,032 +99,511	+36%	+$7.5M	26.14%	1
2023 Q4	$21.1M	Buy	+278,521	New	+$20.4M	21.1%	1

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

Discipline Wealth Solutions's BIV Position: Q1 2026 in Review

Discipline Wealth Solutions increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 16% in Q1 2026, buying an estimated $7.67M and bringing the position to 728,902 shares worth $56.3M. The position accounts for 5.92% of the portfolio, ranked #2.

Discipline Wealth Solutions first reported a position in BIV in Q4 2023 and has held it in 10 quarters since. 1,005 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

Discipline Wealth Solutions held 728,902 shares of Vanguard Intermediate-Term Bond ETF worth $56.3M as of Q1 2026.
Discipline Wealth Solutions bought 98,573 Vanguard Intermediate-Term Bond ETF shares in Q1 2026, an estimated $7.67M.
Vanguard Intermediate-Term Bond ETF made up 5.92% of Discipline Wealth Solutions's portfolio in Q1 2026, its #2 holding.
Discipline Wealth Solutions first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2023 and has held it in 10 quarters since.
1,005 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

Based on Discipline Wealth Solutions's 13F filing for Q1 2026, filed 17 Apr 2026.