Eagle Strategies’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Eagle Strategies’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	–	Sell	-16,762	Closed	-$1.31M	–	261
2025 Q4	$1.31M	Sell	16,762 -1,213	-7%	-$94.9K	0.17%	112
2025 Q3	$1.4M	Sell	17,975 -1,011	-5%	-$78.3K	0.19%	106
2025 Q2	$1.47M	Buy	18,986 +675	+4%	+$51.4K	0.22%	90
2025 Q1	$1.4M	Buy	18,311 +1,184	+7%	+$89.3K	0.24%	87
2024 Q4	$1.28M	Buy	+17,127	New	+$1.3M	0.22%	84
2024 Q2	–	Sell	-5,290	Closed	-$399K	–	219
2024 Q1	$399K	Buy	+5,290	New	+$399K	0.09%	185

Other funds holding BIV

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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 $1.73B AUM 9.28% 1-Year Est. Return

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

Eagle Strategies's BIV Position: Q1 2026 in Review

Eagle Strategies sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q1 2026, closing a stake of 16,762 shares — an estimated $1.31M sold.

Eagle Strategies first reported a position in BIV in Q1 2024 and held it in 6 quarters. The position peaked at $1.47M in Q2 2025. 1,006 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

Eagle Strategies reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q1 2026 after selling out during the quarter.
Eagle Strategies sold 16,762 Vanguard Intermediate-Term Bond ETF shares in Q1 2026, an estimated $1.31M.
Eagle Strategies first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2024 and held it in 6 quarters.
Eagle Strategies's Vanguard Intermediate-Term Bond ETF position peaked at $1.47M in Q2 2025.
1,006 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

Based on Eagle Strategies's 13F filing for Q1 2026, filed 20 Apr 2026.