Gladstone Institutional Advisory’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Gladstone Institutional Advisory’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	$265K	Buy	3,427 +464	+16%	+$36.1K	0.01%	716
2025 Q4	$231K	Sell	2,963 -840	-22%	-$65.7K	0.01%	717
2025 Q3	$297K	Buy	3,803 +566	+17%	+$43.8K	0.01%	648
2025 Q2	$250K	Sell	3,237 -648	-17%	-$49.4K	0.01%	645
2025 Q1	$297K	Buy	3,885 +168	+5%	+$12.7K	0.01%	589
2024 Q4	$278K	Buy	3,717 +32	+0.9%	+$2.43K	0.01%	611
2024 Q3	$289K	Buy	3,685 +882	+31%	+$68K	0.01%	582
2024 Q2	$210K	Sell	2,803 -487	-15%	-$36.2K	0.01%	617
2024 Q1	$248K	Sell	3,290 -1,289	-28%	-$97.2K	0.01%	568
2023 Q4	$350K	Buy	4,579 +1,087	+31%	+$79.6K	0.02%	493
2023 Q3	$252K	Buy	+3,492	New	+$258K	0.02%	524
2023 Q2	–	Sell	-4,800	Closed	-$368K	–	641
2023 Q1	$368K	Buy	+4,800	New	+$364K	0.02%	477
2022 Q2	–	Sell	-2,626	Closed	-$215K	–	658
2022 Q1	$215K	Buy	+2,626	New	+$222K	0.01%	650
2021 Q4	–	Sell	-2,788	Closed	-$249K	–	602
2021 Q3	$249K	Buy	+2,788	New	+$252K	0.02%	468

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

Gladstone Institutional Advisory's BIV Position: Q1 2026 in Review

Gladstone Institutional Advisory increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 16% in Q1 2026, buying an estimated $36.1K and bringing the position to 3,427 shares worth $265K. The position accounts for 0.01% of the portfolio, ranked #716.

Gladstone Institutional Advisory first reported a position in BIV in Q3 2021 and has held it in 14 quarters since. The position peaked at $368K in Q1 2023. 1,005 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

Gladstone Institutional Advisory held 3,427 shares of Vanguard Intermediate-Term Bond ETF worth $265K as of Q1 2026.
Gladstone Institutional Advisory bought 464 Vanguard Intermediate-Term Bond ETF shares in Q1 2026, an estimated $36.1K.
Vanguard Intermediate-Term Bond ETF made up 0.01% of Gladstone Institutional Advisory's portfolio in Q1 2026, its #716 holding.
Gladstone Institutional Advisory first reported a position in Vanguard Intermediate-Term Bond ETF in Q3 2021 and has held it in 14 quarters since.
Gladstone Institutional Advisory's Vanguard Intermediate-Term Bond ETF position peaked at $368K in Q1 2023.
1,005 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2026, filed 14 May 2026.