Gordian Advisors’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Gordian Advisors’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	$33M	Buy	427,134 +12,954	+3%	+$1.01M	21.96%	1
2025 Q4	$32.3M	Buy	414,180 +17,065	+4%	+$1.33M	21.37%	1
2025 Q3	$31M	Buy	397,115 +7,550	+2%	+$585K	20.84%	1
2025 Q2	$30.1M	Buy	389,565 +8,981	+2%	+$684K	21.56%	1
2025 Q1	$29.1M	Buy	380,584 +10,069	+3%	+$760K	23.15%	1
2024 Q4	$27.7M	Buy	370,515 +20,689	+6%	+$1.57M	21.91%	1
2024 Q3	$27.4M	Buy	349,826 +32,068	+10%	+$2.47M	21.87%	2
2024 Q2	$23.8M	Sell	317,758 -10,307	-3%	-$766K	22.93%	2
2024 Q1	$24.7M	Buy	328,065 +19,136	+6%	+$1.44M	22.77%	2
2023 Q4	$23.6M	Buy	+308,929	New	+$22.6M	23.26%	2

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

Gordian Advisors's BIV Position: Q1 2026 in Review

Gordian Advisors increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 3.1% in Q1 2026, buying an estimated $1.01M and bringing the position to 427,134 shares worth $33M. The position accounts for 21.96% of the portfolio, ranked #1.

Gordian Advisors first reported a position in BIV in Q4 2023 and has held it in 10 quarters since. 1,005 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

Gordian Advisors held 427,134 shares of Vanguard Intermediate-Term Bond ETF worth $33M as of Q1 2026.
Gordian Advisors bought 12,954 Vanguard Intermediate-Term Bond ETF shares in Q1 2026, an estimated $1.01M.
Vanguard Intermediate-Term Bond ETF made up 21.96% of Gordian Advisors's portfolio in Q1 2026, its #1 holding.
Gordian Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2023 and has held it in 10 quarters since.
1,005 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

Based on Gordian Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.