FinDec Wealth Services’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

FinDec Wealth Services’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	$1.21M	Sell	15,732 -339	-2%	-$26.4K	1.48%	14
2025 Q4	$1.25M	Buy	16,071 +40	+0.2%	+$3.13K	1.34%	14
2025 Q3	$1.25M	Buy	16,031 +33	+0.2%	+$2.56K	1.3%	14
2025 Q2	$1.24M	Buy	15,998 +7,113	+80%	+$542K	1.29%	14
2025 Q1	$680K	Buy	+8,885	New	+$670K	0.67%	23

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

FinDec Wealth Services's BIV Position: Q1 2026 in Review

FinDec Wealth Services reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 2.1% in Q1 2026, selling an estimated $26.4K and leaving 15,732 shares worth $1.21M. The position accounts for 1.48% of the portfolio, ranked #14.

FinDec Wealth Services first reported a position in BIV in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.25M in Q3 2025. 1,005 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

FinDec Wealth Services held 15,732 shares of Vanguard Intermediate-Term Bond ETF worth $1.21M as of Q1 2026.
FinDec Wealth Services sold 339 Vanguard Intermediate-Term Bond ETF shares in Q1 2026, an estimated $26.4K.
Vanguard Intermediate-Term Bond ETF made up 1.48% of FinDec Wealth Services's portfolio in Q1 2026, its #14 holding.
FinDec Wealth Services first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2025 and has held it in 5 quarters since.
FinDec Wealth Services's Vanguard Intermediate-Term Bond ETF position peaked at $1.25M in Q3 2025.
1,005 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

Based on FinDec Wealth Services's 13F filing for Q1 2026, filed 5 May 2026.