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Endeavor Private Wealth’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Endeavor Private Wealth’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 		$308K Sell
3,988
-4
-0.1% -$311 0.09% 163
2025
Q4 		$311K Buy
3,992
+257
+7% +$20.1K 0.09% 156
2025
Q3 		$292K Buy
+3,735
New +$289K 0.09% 157

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 $1.73B AUM 9.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Endeavor Private Wealth's BIV Position: Q1 2026 in Review

Endeavor Private Wealth reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 0.1% in Q1 2026, selling an estimated $311 and leaving 3,988 shares worth $308K. The position accounts for 0.09% of the portfolio, ranked #163.

Endeavor Private Wealth first reported a position in BIV in Q3 2025 and has held it in 3 quarters since. The position peaked at $311K in Q4 2025. 1,006 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

  • Endeavor Private Wealth held 3,988 shares of Vanguard Intermediate-Term Bond ETF worth $308K as of Q1 2026.
  • Endeavor Private Wealth sold 4 Vanguard Intermediate-Term Bond ETF shares in Q1 2026, an estimated $311.
  • Vanguard Intermediate-Term Bond ETF made up 0.09% of Endeavor Private Wealth's portfolio in Q1 2026, its #163 holding.
  • Endeavor Private Wealth first reported a position in Vanguard Intermediate-Term Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • Endeavor Private Wealth's Vanguard Intermediate-Term Bond ETF position peaked at $311K in Q4 2025.
  • 1,006 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

Based on Endeavor Private Wealth's 13F filing for Q1 2026, filed 14 May 2026.