Jim Saulnier & Associates’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Jim Saulnier & Associates’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	$2.99M	Buy	38,716 +769	+2%	+$59.9K	1.45%	15
2025 Q4	$2.96M	Sell	37,947 -1,206	-3%	-$94.3K	1.53%	15
2025 Q3	$3.06M	Sell	39,153 -7,440	-16%	-$576K	1.7%	12
2025 Q2	$3.6M	Sell	46,593 -3,802	-8%	-$290K	2.46%	7
2025 Q1	$3.86M	Buy	50,395 +4,797	+11%	+$362K	3%	7
2024 Q4	$3.41M	Buy	45,598 +7,481	+20%	+$569K	2.94%	8
2024 Q3	$2.99M	Buy	+38,117	New	+$2.94M	2.92%	5

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

Jim Saulnier & Associates's BIV Position: Q1 2026 in Review

Jim Saulnier & Associates increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 2% in Q1 2026, buying an estimated $59.9K and bringing the position to 38,716 shares worth $2.99M. The position accounts for 1.45% of the portfolio, ranked #15.

Jim Saulnier & Associates first reported a position in BIV in Q3 2024 and has held it in 7 quarters since. The position peaked at $3.86M in Q1 2025. 1,005 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

Jim Saulnier & Associates held 38,716 shares of Vanguard Intermediate-Term Bond ETF worth $2.99M as of Q1 2026.
Jim Saulnier & Associates bought 769 Vanguard Intermediate-Term Bond ETF shares in Q1 2026, an estimated $59.9K.
Vanguard Intermediate-Term Bond ETF made up 1.45% of Jim Saulnier & Associates's portfolio in Q1 2026, its #15 holding.
Jim Saulnier & Associates first reported a position in Vanguard Intermediate-Term Bond ETF in Q3 2024 and has held it in 7 quarters since.
Jim Saulnier & Associates's Vanguard Intermediate-Term Bond ETF position peaked at $3.86M in Q1 2025.
1,005 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

Based on Jim Saulnier & Associates's 13F filing for Q1 2026, filed 22 Apr 2026.