Financial Gravity Asset Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Financial Gravity Asset 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 Q1	$154	Buy	+2	New	+$156	﹤0.01%	852
2025 Q4	–	Sell	-10	Closed	-$781	–	782
2025 Q3	$781	Buy	+10	New	+$774	﹤0.01%	819
2025 Q1	$4.82K	Buy	+63	New	+$4.75K	﹤0.01%	724
2024 Q2	$71.6K	Sell	957 -203	-18%	-$15.1K	0.02%	217
2024 Q1	$88.4K	Sell	1,160 -205	-15%	-$15.5K	0.02%	203
2023 Q4	$105K	Buy	+1,365	New	+$100K	0.03%	184
2021 Q3	$89K	Hold	368	–	–	0.04%	384
2021 Q2	$90K	Buy	+368	New	+$32.9K	0.03%	379
2020 Q4	$48K	Buy	+514	New	+$47.9K	0.04%	88
2019 Q4	$93K	Sell	4,121 -1,925	-32%	-$169K	0.06%	351
2019 Q3	$532K	Sell	6,046 -1,121	-16%	-$97.9K	0.46%	46
2019 Q2	$620K	Sell	7,167 -2,581	-26%	-$218K	0.51%	48
2019 Q1	$813K	Buy	+9,748	New	+$802K	0.66%	37
2018 Q3	$1.77M	Buy	22,127 +813	+4%	+$65.7K	1.86%	10
2018 Q2	$1.73M	Buy	21,314 +1,711	+9%	+$138K	1.62%	12
2018 Q1	$1.58M	Buy	+19,603	New	+$1.61M	1.61%	12

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 Gravity Asset Management's BIV Position: Q1 2026 in Review

Financial Gravity Asset Management opened a new position in Vanguard Intermediate-Term Bond ETF (BIV) in Q1 2026: 2 shares worth $154. The stake represents ﹤0.01% of the portfolio and ranks #852 among its holdings. This is a return to the name: Financial Gravity Asset Management previously reported a position in BIV as recently as Q3 2025.

Financial Gravity Asset Management first reported a position in BIV in Q1 2018 and has held it in 16 quarters since. The position peaked at $1.77M in Q3 2018. 1,013 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

Financial Gravity Asset Management held 2 shares of Vanguard Intermediate-Term Bond ETF worth $154 as of Q1 2026.
Vanguard Intermediate-Term Bond ETF was a new Financial Gravity Asset Management position in Q1 2026.
Vanguard Intermediate-Term Bond ETF made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q1 2026, its #852 holding.
Financial Gravity Asset Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2018 and has held it in 16 quarters since.
Financial Gravity Asset Management's Vanguard Intermediate-Term Bond ETF position peaked at $1.77M in Q3 2018.
1,013 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.