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Diversified Portfolios Inc’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Diversified Portfolios Inc’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 		$2.79M Sell
36,172
-16,112
-31% -$1.25M 0.23% 62
2025
Q4 		$4.07M Sell
52,284
-7,151
-12% -$559K 0.34% 49
2025
Q3 		$4.64M Sell
59,435
-1,095
-2% -$84.8K 0.41% 43
2025
Q2 		$4.68M Sell
60,530
-10,834
-15% -$825K 0.45% 42
2025
Q1 		$5.46M Sell
71,364
-25,734
-27% -$1.94M 0.57% 36
2024
Q4 		$7.26M Sell
97,098
-39,329
-29% -$2.99M 0.79% 31
2024
Q3 		$10.7M Sell
136,427
-105,683
-44% -$8.15M 1.2% 24
2024
Q2 		$18.1M Sell
242,110
-15,123
-6% -$1.12M 2.39% 9
2024
Q1 		$19.4M Buy
257,233
+7,993
+3% +$602K 2.73% 9
2023
Q4 		$19M Sell
249,240
-2,207
-0.9% -$162K 3% 6
2023
Q3 		$18.2M Sell
251,447
-12,476
-5% -$923K 3.43% 5
2023
Q2 		$19.9M Buy
263,923
+7,201
+3% +$548K 3.98% 3
2023
Q1 		$19.7M Sell
256,722
-58,540
-19% -$4.43M 4.38% 3
2022
Q4 		$23.4M Sell
315,262
-19,015
-6% -$1.41M 5.37% 3
2022
Q3 		$24.6M Buy
334,277
+6,089
+2% +$471K 6.61% 3
2022
Q2 		$25.5M Buy
328,188
+83,039
+34% +$6.51M 7.1% 3
2022
Q1 		$20.1M Buy
245,149
+3,101
+1% +$262K 4.81% 3
2021
Q4 		$21.2M Sell
242,048
-6,906
-3% -$613K 5.1% 3
2021
Q3 		$22.3M Buy
+248,954
New +$22.5M 6.16% 3
2021
Q2 		– Sell
-239,296
Closed -$21.2M – 108
2021
Q1 		$21.2M Buy
239,296
+21,664
+10% +$1.97M 6.98% 3
2020
Q4 		$20.2M Buy
217,632
+9,100
+4% +$847K 7.23% 3
2020
Q3 		$19.5M Buy
208,532
+4,919
+2% +$461K 8.43% 3
2020
Q2 		$19M Sell
203,613
-3,918
-2% -$359K 9.08% 3
2020
Q1 		$18.5M Buy
207,531
+2,032
+1% +$180K 10.28% 3
2019
Q4 		$17.9M Buy
205,499
+427
+0.2% +$37.4K 8.49% 3
2019
Q3 		$18M Sell
205,072
-4,503
-2% -$393K 9.13% 3
2019
Q2 		$18.1M Sell
209,575
-1,178
-0.6% -$99.5K 9.96% 3
2019
Q1 		$17.7M Buy
210,753
+2,606
+1% +$215K 9.83% 3
2018
Q4 		$16.9M Sell
208,147
-19,386
-9% -$1.55M 10.49% 3
2018
Q3 		$18.3M Sell
227,533
-3,106
-1% -$251K 10.12% 3
2018
Q2 		$18.7M Buy
230,639
+165
+0.1% +$13.3K 10.65% 3
2018
Q1 		$18.8M Sell
230,474
-19,368
-8% -$1.59M 10.83% 3
2017
Q4 		$20.9M Buy
249,842
+19,120
+8% +$1.61M 11.44% 3
2017
Q3 		$19.5M Buy
230,722
+22,746
+11% +$1.93M 11.08% 3
2017
Q2 		$17.6M Buy
207,976
+9,169
+5% +$775K 10.44% 3
2017
Q1 		$16.6M Buy
198,807
+2,018
+1% +$168K 10.05% 3
2016
Q4 		$16.3M Sell
196,789
-13,416
-6% -$1.14M 10.08% 3
2016
Q3 		$18.4M Buy
210,205
+3,816
+2% +$335K 11.52% 2
2016
Q2 		$18.2M Sell
206,389
-904
-0.4% -$78.2K 11.33% 2
2016
Q1 		$17.9M Sell
207,293
-5,650
-3% -$479K 11.25% 2
2015
Q4 		$17.7M Sell
212,943
-22,803
-10% -$1.92M 11.29% 2
2015
Q3 		$20M Sell
235,746
-3,145
-1% -$265K 13.26% 2
2015
Q2 		$20.1M Buy
238,891
+19,769
+9% +$1.68M 12.69% 2
2015
Q1 		$18.9M Sell
219,122
-12,369
-5% -$1.06M 11.95% 2
2014
Q4 		$19.6M Buy
+231,491
New +$19.7M 11.63% 2

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

Diversified Portfolios Inc's BIV Position: Q1 2026 in Review

Diversified Portfolios Inc reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 31% in Q1 2026, selling an estimated $1.25M and leaving 36,172 shares worth $2.79M. The position accounts for 0.23% of the portfolio, ranked #62.

Diversified Portfolios Inc first reported a position in BIV in Q4 2014 and has held it in 45 quarters since. The position peaked at $25.5M in Q2 2022. 1,006 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

  • Diversified Portfolios Inc held 36,172 shares of Vanguard Intermediate-Term Bond ETF worth $2.79M as of Q1 2026.
  • Diversified Portfolios Inc sold 16,112 Vanguard Intermediate-Term Bond ETF shares in Q1 2026, an estimated $1.25M.
  • Vanguard Intermediate-Term Bond ETF made up 0.23% of Diversified Portfolios Inc's portfolio in Q1 2026, its #62 holding.
  • Diversified Portfolios Inc first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2014 and has held it in 45 quarters since.
  • Diversified Portfolios Inc's Vanguard Intermediate-Term Bond ETF position peaked at $25.5M in Q2 2022.
  • 1,006 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

Based on Diversified Portfolios Inc's 13F filing for Q1 2026, filed 6 May 2026.