Integrated Wealth Concepts’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Integrated Wealth Concepts’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	$2.66M	Buy	34,443 +2,267	+7%	+$176K	0.02%	651
2025 Q4	$2.51M	Buy	32,176 +5,751	+22%	+$450K	0.03%	472
2025 Q3	$2.06M	Buy	26,425 +5,500	+26%	+$426K	0.02%	660
2025 Q2	$1.62M	Sell	20,925 -1,499	-7%	-$114K	0.02%	698
2025 Q1	$1.72M	Sell	22,424 -483	-2%	-$36.4K	0.02%	616
2024 Q4	$1.71M	Buy	22,907 +855	+4%	+$65K	0.02%	614
2024 Q3	$1.73M	Buy	22,052 +1,607	+8%	+$124K	0.02%	587
2024 Q2	$1.53M	Sell	20,445 -198	-1%	-$14.7K	0.02%	597
2024 Q1	$1.56M	Buy	20,643 +4,352	+27%	+$328K	0.02%	593
2023 Q4	$1.24M	Sell	16,291 -1,697	-9%	-$124K	0.02%	638
2023 Q3	$1.3M	Sell	17,988 -2,708	-13%	-$200K	0.02%	585
2023 Q2	$1.56M	Buy	20,696 +1,673	+9%	+$127K	0.03%	540
2023 Q1	$1.46M	Sell	19,023 -3,729	-16%	-$282K	0.03%	495
2022 Q4	$1.69M	Sell	22,752 -602	-3%	-$44.6K	0.05%	354
2022 Q3	$1.72M	Buy	23,354 +1,200	+5%	+$92.8K	0.05%	317
2022 Q2	$1.72M	Sell	22,154 -1,344	-6%	-$105K	0.05%	314
2022 Q1	$1.92M	Sell	23,498 -1,127	-5%	-$95.2K	0.06%	268
2021 Q4	$2.16M	Buy	24,625 +2,169	+10%	+$192K	0.06%	249
2021 Q3	$2.01M	Buy	22,456 +3,136	+16%	+$284K	0.07%	250
2021 Q2	$1.74M	Buy	19,320 +242	+1%	+$21.6K	0.06%	240
2021 Q1	$1.69M	Buy	19,078 +865	+5%	+$78.6K	0.07%	210
2020 Q4	$1.69M	Buy	18,213 +717	+4%	+$66.8K	0.08%	175
2020 Q3	$1.64M	Buy	17,496 +1,367	+8%	+$128K	0.1%	149
2020 Q2	$1.5M	Buy	16,129 +1,058	+7%	+$96.8K	0.11%	124
2020 Q1	$1.35M	Buy	15,071 +2,242	+17%	+$199K	0.12%	115
2019 Q4	$1.12M	Buy	12,829 +1,109	+9%	+$97.1K	0.09%	141
2019 Q3	$1.03M	Buy	11,720 +933	+9%	+$81.5K	0.12%	123
2019 Q2	$825K	Sell	10,787 -218	-2%	-$18.4K	0.11%	131
2019 Q1	$924K	Buy	11,005 +5,036	+84%	+$415K	0.16%	116
2018 Q4	$485K	Buy	5,969 +2,580	+76%	+$207K	0.13%	129
2018 Q3	$272K	Buy	3,389 +787	+30%	+$63.6K	0.08%	194
2018 Q2	$477K	Sell	2,602 -771	-23%	-$62.3K	0.16%	112
2018 Q1	$275K	Buy	3,373 +184	+6%	+$15.1K	0.11%	152
2017 Q4	$266K	Buy	+3,189	New	+$269K	0.11%	147

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

Integrated Wealth Concepts's BIV Position: Q1 2026 in Review

Integrated Wealth Concepts increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 7% in Q1 2026, buying an estimated $176K and bringing the position to 34,443 shares worth $2.66M. The position accounts for 0.02% of the portfolio, ranked #651.

Integrated Wealth Concepts first reported a position in BIV in Q4 2017 and has held it in 34 quarters since. 1,005 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

Integrated Wealth Concepts held 34,443 shares of Vanguard Intermediate-Term Bond ETF worth $2.66M as of Q1 2026.
Integrated Wealth Concepts bought 2,267 Vanguard Intermediate-Term Bond ETF shares in Q1 2026, an estimated $176K.
Vanguard Intermediate-Term Bond ETF made up 0.02% of Integrated Wealth Concepts's portfolio in Q1 2026, its #651 holding.
Integrated Wealth Concepts first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2017 and has held it in 34 quarters since.
1,005 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

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