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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
Q3 		$246K Hold
3,379
– – 0.12% 47
2026
Q2 		$259K Hold
3,379
– – 0.13% 44
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% +$9.5M 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 		$9.5M Buy
+102,775
New +$9.6M 12.48% 1

Other funds holding BIV

Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Family Investment Center
Family Investment Center Saint Joseph, Missouri $606M AUM 13.02% 1-Year Est. Return
Allied Investment Advisors
Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return
Discipline Wealth Solutions
Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 12.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Cannon Financial Strategists
Cannon Financial Strategists Athens, Georgia $885M AUM 13.17% 1-Year Est. Return
Scott Capital Advisors
Scott Capital Advisors Portland, Oregon $696M AUM 7.87% 1-Year Est. Return
LVW Advisors
LVW Advisors Pittsford, New York $1.19B AUM 19.73% 1-Year Est. Return
B
BetterWealth San Jose, California $591M AUM 14.77% 1-Year Est. Return
FMTCOCP
Farmers & Merchants Trust Co of Chambersburg PA Chambersburg, Pennsylvania $402M AUM 10.07% 1-Year Est. Return

Echo Wealth Management's BIV Position: Q3 2026 in Review

Echo Wealth Management held its Vanguard Intermediate-Term Bond ETF (BIV) position steady in Q3 2026 at 3,379 shares worth $246K. The position accounts for 0.12% of the portfolio, ranked #47.

Echo Wealth Management first reported a position in BIV in Q4 2020 and has held it in 24 quarters since. The position peaked at $13.3M in Q3 2023. 212 funds tracked by Wall St. Rank hold BIV as of Q3 2026.

  • Echo Wealth Management held 3,379 shares of Vanguard Intermediate-Term Bond ETF worth $246K as of Q3 2026.
  • Echo Wealth Management left its Vanguard Intermediate-Term Bond ETF share count unchanged in Q3 2026.
  • Vanguard Intermediate-Term Bond ETF made up 0.12% of Echo Wealth Management's portfolio in Q3 2026, its #47 holding.
  • Echo Wealth Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2020 and has held it in 24 quarters since.
  • Echo Wealth Management's Vanguard Intermediate-Term Bond ETF position peaked at $13.3M in Q3 2023.
  • 212 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2026.

Based on Echo Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.