Guardian Wealth Advisors (North Carolina)’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Guardian Wealth Advisors (North Carolina)’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	$5.09K	Buy	+66	New	+$5.14K	﹤0.01%	567
2025 Q3	–	Sell	-66	Closed	-$5.1K	–	360
2025 Q2	$5.1K	Hold	66	–	–	﹤0.01%	508
2025 Q1	$5.05K	Hold	66	–	–	﹤0.01%	485
2024 Q4	$4.93K	Hold	66	–	–	﹤0.01%	466
2024 Q3	$5.17K	Hold	66	–	–	﹤0.01%	409
2024 Q2	$4.94K	Hold	66	–	–	﹤0.01%	391
2024 Q1	$4.98K	Sell	66 -638	-91%	-$48.1K	﹤0.01%	404
2023 Q4	$52.2K	Hold	704	–	–	0.01%	304
2023 Q3	$51.9K	Buy	704 +66	+10%	+$4.88K	0.01%	289
2023 Q2	$48K	Sell	638 -10	-2%	-$762	0.01%	286
2023 Q1	$49.7K	Buy	648 +10	+2%	+$757	0.01%	269
2022 Q4	$47.4K	Hold	638	–	–	0.01%	255
2022 Q3	$47K	Buy	+638	New	+$49.4K	0.01%	234

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

Guardian Wealth Advisors (North Carolina)'s BIV Position: Q1 2026 in Review

Guardian Wealth Advisors (North Carolina) opened a new position in Vanguard Intermediate-Term Bond ETF (BIV) in Q1 2026: 66 shares worth $5.09K. The stake represents ﹤0.01% of the portfolio and ranks #567 among its holdings. This is a return to the name: Guardian Wealth Advisors (North Carolina) previously reported a position in BIV as recently as Q2 2025.

Guardian Wealth Advisors (North Carolina) first reported a position in BIV in Q3 2022 and has held it in 13 quarters since. The position peaked at $52.2K in Q4 2023. 1,006 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

Guardian Wealth Advisors (North Carolina) held 66 shares of Vanguard Intermediate-Term Bond ETF worth $5.09K as of Q1 2026.
Vanguard Intermediate-Term Bond ETF was a new Guardian Wealth Advisors (North Carolina) position in Q1 2026.
Vanguard Intermediate-Term Bond ETF made up ﹤0.01% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q1 2026, its #567 holding.
Guardian Wealth Advisors (North Carolina) first reported a position in Vanguard Intermediate-Term Bond ETF in Q3 2022 and has held it in 13 quarters since.
Guardian Wealth Advisors (North Carolina)'s Vanguard Intermediate-Term Bond ETF position peaked at $52.2K in Q4 2023.
1,006 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 15 May 2026.