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Gateway Wealth Partners’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Gateway Wealth Partners’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 		$945K Buy
+12,238
New +$953K 0.04% 387
2025
Q4 		– Sell
-2,692
Closed -$210K – 460
2025
Q3 		$210K Sell
2,692
-4,358
-62% -$337K 0.03% 389
2025
Q2 		$545K Sell
7,050
-921
-12% -$70.1K 0.1% 190
2025
Q1 		$610K Buy
7,971
+1,953
+32% +$147K 0.14% 155
2024
Q4 		$450K Sell
6,018
-255
-4% -$19.4K 0.12% 180
2024
Q3 		$492K Buy
+6,273
New +$484K 0.14% 152

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 $1.62B AUM 8.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Gateway Wealth Partners's BIV Position: Q1 2026 in Review

Gateway Wealth Partners opened a new position in Vanguard Intermediate-Term Bond ETF (BIV) in Q1 2026: 12,238 shares worth $945K. The stake represents 0.04% of the portfolio and ranks #387 among its holdings. This is a return to the name: Gateway Wealth Partners previously reported a position in BIV as recently as Q3 2025.

Gateway Wealth Partners first reported a position in BIV in Q3 2024 and has held it in 6 quarters since. 1,005 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

  • Gateway Wealth Partners held 12,238 shares of Vanguard Intermediate-Term Bond ETF worth $945K as of Q1 2026.
  • Vanguard Intermediate-Term Bond ETF was a new Gateway Wealth Partners position in Q1 2026.
  • Vanguard Intermediate-Term Bond ETF made up 0.04% of Gateway Wealth Partners's portfolio in Q1 2026, its #387 holding.
  • Gateway Wealth Partners first reported a position in Vanguard Intermediate-Term Bond ETF in Q3 2024 and has held it in 6 quarters since.
  • 1,005 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

Based on Gateway Wealth Partners's 13F filing for Q1 2026, filed 15 May 2026.