FWI
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Facet Wealth Inc’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Facet Wealth Inc’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
-6,397
Closed -$498K – 351
2025
Q4 		$498K Buy
+6,397
New +$500K 0.01% 155

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EWA
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Morgan Stanley
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Bank of America
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Baird Financial Group
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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

Facet Wealth Inc's BIV Position: Q1 2026 in Review

Facet Wealth Inc sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q1 2026, closing a stake of 6,397 shares — an estimated $498K sold.

Facet Wealth Inc first reported a position in BIV in Q4 2025 and held it in 1 quarter. The position peaked at $498K in Q4 2025. 1,005 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

  • Facet Wealth Inc reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Facet Wealth Inc sold 6,397 Vanguard Intermediate-Term Bond ETF shares in Q1 2026, an estimated $498K.
  • Facet Wealth Inc first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2025 and held it in 1 quarter.
  • Facet Wealth Inc's Vanguard Intermediate-Term Bond ETF position peaked at $498K in Q4 2025.
  • 1,005 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

Based on Facet Wealth Inc's 13F filing for Q1 2026, filed 7 May 2026.