Investment Advisory Group’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Investment Advisory Group’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	$226K	Hold	2,925	–	–	0.06%	180
2025 Q4	$228K	Hold	2,925	–	–	0.06%	176
2025 Q3	$228K	Sell	2,925 -100	-3%	-$7.74K	0.06%	175
2025 Q2	$234K	Sell	3,025 -114	-4%	-$8.68K	0.07%	155
2025 Q1	$240K	Sell	3,139 -55	-2%	-$4.15K	0.08%	145
2024 Q4	$239K	Hold	3,194	–	–	0.08%	146
2024 Q3	$250K	Buy	3,194 +193	+6%	+$14.9K	0.09%	145
2024 Q2	$225K	Sell	3,001 -265	-8%	-$19.7K	0.09%	147
2024 Q1	$246K	Hold	3,266	–	–	0.1%	137
2023 Q4	$249K	Hold	3,266	–	–	0.11%	123
2023 Q3	$236K	Buy	+3,266	New	+$242K	0.12%	118

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 $1.73B AUM 9.28% 1-Year Est. Return

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

Investment Advisory Group's BIV Position: Q1 2026 in Review

Investment Advisory Group held its Vanguard Intermediate-Term Bond ETF (BIV) position steady in Q1 2026 at 2,925 shares worth $226K. The position accounts for 0.06% of the portfolio, ranked #180.

Investment Advisory Group first reported a position in BIV in Q3 2023 and has held it in 11 quarters since. The position peaked at $250K in Q3 2024. 1,006 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

Investment Advisory Group held 2,925 shares of Vanguard Intermediate-Term Bond ETF worth $226K as of Q1 2026.
Investment Advisory Group left its Vanguard Intermediate-Term Bond ETF share count unchanged in Q1 2026.
Vanguard Intermediate-Term Bond ETF made up 0.06% of Investment Advisory Group's portfolio in Q1 2026, its #180 holding.
Investment Advisory Group first reported a position in Vanguard Intermediate-Term Bond ETF in Q3 2023 and has held it in 11 quarters since.
Investment Advisory Group's Vanguard Intermediate-Term Bond ETF position peaked at $250K in Q3 2024.
1,006 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

Based on Investment Advisory Group's 13F filing for Q1 2026, filed 22 Apr 2026.