Financial Connections Group’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Financial Connections Group’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	$59K	Sell	768 -196	-20%	-$15.3K	0.02%	103
2025 Q4	$75K	Buy	964 +212	+28%	+$16.6K	0.03%	94
2025 Q3	$58K	Buy	752 +59	+9%	+$4.57K	0.02%	103
2025 Q2	$53K	Sell	693 -4,650	-87%	-$354K	0.02%	101
2025 Q1	$523K	Buy	5,343 +4,662	+685%	+$352K	0.23%	38
2024 Q4	$50K	Buy	681 +165	+32%	+$12.5K	0.02%	94
2024 Q3	$40K	Buy	516 +5	+1%	+$385	0.02%	99
2024 Q2	$38K	Buy	+511	New	+$38K	0.02%	110
2024 Q1	–	Sell	-503	Closed	-$38K	–	171
2023 Q4	$38K	Buy	+503	New	+$36.8K	0.02%	115
2023 Q3	–	Sell	-624	Closed	-$46K	–	131
2023 Q2	$46K	Buy	624 +142	+29%	+$10.8K	0.03%	114
2023 Q1	$36K	Sell	482 -6	-1%	-$454	0.03%	106
2022 Q4	$36K	Buy	488 +4	+0.8%	+$296	0.03%	101
2022 Q3	$35K	Buy	484 +3	+0.6%	+$232	0.03%	85
2022 Q2	$37K	Buy	481 +2	+0.4%	+$157	0.03%	106
2022 Q1	$39K	Buy	479 +2	+0.4%	+$169	0.04%	111
2021 Q4	$41K	Buy	+477	New	+$42.3K	0.04%	114

Other funds holding BIV

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

TLFA

True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Financial Connections Group's BIV Position: Q1 2026 in Review

Financial Connections Group reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 20% in Q1 2026, selling an estimated $15.3K and leaving 768 shares worth $59K. The position accounts for 0.02% of the portfolio, ranked #103.

Financial Connections Group first reported a position in BIV in Q4 2021 and has held it in 16 quarters since. The position peaked at $523K in Q1 2025. 1,013 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

Financial Connections Group held 768 shares of Vanguard Intermediate-Term Bond ETF worth $59K as of Q1 2026.
Financial Connections Group sold 196 Vanguard Intermediate-Term Bond ETF shares in Q1 2026, an estimated $15.3K.
Vanguard Intermediate-Term Bond ETF made up 0.02% of Financial Connections Group's portfolio in Q1 2026, its #103 holding.
Financial Connections Group first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2021 and has held it in 16 quarters since.
Financial Connections Group's Vanguard Intermediate-Term Bond ETF position peaked at $523K in Q1 2025.
1,013 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

Based on Financial Connections Group's 13F filing for Q1 2026, filed 1 May 2026.