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Echo Wealth Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Echo Wealth 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
Q1 		$261K Hold
3,379
– – 0.15% 41
2025
Q4 		$263K Sell
3,379
-3,088
-48% -$242K 0.15% 41
2025
Q3 		$505K Sell
6,467
-1,589
-20% -$123K 0.29% 31
2025
Q2 		$623K Sell
8,056
-1,249
-13% -$95.1K 0.38% 30
2025
Q1 		$712K Sell
9,305
-101,580
-92% -$7.66M 0.48% 28
2024
Q4 		$8.29M Sell
110,885
-1,331
-1% -$101K 5.73% 8
2024
Q3 		$8.63M Buy
112,216
+7,224
+7% +$557K 6.03% 7
2024
Q2 		$7.86M Buy
104,992
+8,295
+9% +$616K 5.93% 8
2024
Q1 		$7.29M Buy
96,697
+4,639
+5% +$350K 6.05% 8
2023
Q4 		$6.98M Sell
92,058
-92,451
-50% -$6.77M 6.51% 5
2023
Q3 		$13.3M Buy
184,509
+38,088
+26% +$2.82M 14.37% 1
2023
Q2 		$11M Sell
146,421
-5,635
-4% -$429K 11.92% 2
2023
Q1 		$11.7M Buy
152,056
+125,559
+474% +$9.51M 12.89% 1
2022
Q4 		$2.03M Buy
26,497
+9,881
+59% +$732K 2.16% 17
2022
Q3 		$1.2M Sell
16,616
-12,847
-44% -$994K 1.57% 18
2022
Q2 		$2.29M Sell
29,463
-66,795
-69% -$5.24M 3.06% 11
2022
Q1 		$7.62M Buy
96,258
+7,056
+8% +$596K 8.96% 2
2021
Q4 		$7.68M Buy
89,202
+163
+0.2% +$14.5K 8.77% 2
2021
Q3 		$7.92M Buy
89,039
+9,489
+12% +$859K 9.38% 1
2021
Q2 		$7.22M Sell
79,550
-8,238
-9% -$736K 9.21% 1
2021
Q1 		$7.79M Sell
87,788
-14,987
-15% -$1.36M 9.81% 1
2020
Q4 		$9.54M Buy
+102,775
New +$9.57M 12.48% 1

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

Echo Wealth Management's BIV Position: Q1 2026 in Review

Echo Wealth Management held its Vanguard Intermediate-Term Bond ETF (BIV) position steady in Q1 2026 at 3,379 shares worth $261K. The position accounts for 0.15% of the portfolio, ranked #41.

Echo Wealth Management first reported a position in BIV in Q4 2020 and has held it in 22 quarters since. The position peaked at $13.3M in Q3 2023. 1,005 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

  • Echo Wealth Management held 3,379 shares of Vanguard Intermediate-Term Bond ETF worth $261K as of Q1 2026.
  • Echo Wealth Management left its Vanguard Intermediate-Term Bond ETF share count unchanged in Q1 2026.
  • Vanguard Intermediate-Term Bond ETF made up 0.15% of Echo Wealth Management's portfolio in Q1 2026, its #41 holding.
  • Echo Wealth Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2020 and has held it in 22 quarters since.
  • Echo Wealth Management's Vanguard Intermediate-Term Bond ETF position peaked at $13.3M in Q3 2023.
  • 1,005 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

Based on Echo Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.