Elevate Wealth Advisory’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Elevate Wealth Advisory’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	$220K	Buy	2,854 +106	+4%	+$8.25K	0.14%	77
2025 Q4	$214K	Buy	2,748 +127	+5%	+$9.93K	0.15%	71
2025 Q3	$205K	Hold	2,621	–	–	0.15%	69
2025 Q2	$203K	Hold	2,621	–	–	0.14%	76
2025 Q1	$201K	Hold	2,621	–	–	0.14%	73
2024 Q4	$196K	Hold	2,621	–	–	0.15%	68
2024 Q3	$205K	Buy	+2,621	New	+$202K	0.15%	70

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

Elevate Wealth Advisory's BIV Position: Q1 2026 in Review

Elevate Wealth Advisory increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 3.9% in Q1 2026, buying an estimated $8.25K and bringing the position to 2,854 shares worth $220K. The position accounts for 0.14% of the portfolio, ranked #77.

Elevate Wealth Advisory first reported a position in BIV in Q3 2024 and has held it in 7 quarters since. 1,005 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

Elevate Wealth Advisory held 2,854 shares of Vanguard Intermediate-Term Bond ETF worth $220K as of Q1 2026.
Elevate Wealth Advisory bought 106 Vanguard Intermediate-Term Bond ETF shares in Q1 2026, an estimated $8.25K.
Vanguard Intermediate-Term Bond ETF made up 0.14% of Elevate Wealth Advisory's portfolio in Q1 2026, its #77 holding.
Elevate Wealth Advisory first reported a position in Vanguard Intermediate-Term Bond ETF in Q3 2024 and has held it in 7 quarters since.
1,005 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

Based on Elevate Wealth Advisory's 13F filing for Q1 2026, filed 11 May 2026.