Key Financial Inc’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Key Financial Inc’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	$99.7K	Sell	1,292 -154	-11%	-$12K	0.02%	403
2025 Q4	$113K	Buy	1,446 +227	+19%	+$17.8K	0.02%	375
2025 Q3	$95.2K	Buy	1,219 +1,104	+960%	+$85.5K	0.02%	404
2025 Q2	$8.89K	Hold	115	–	–	﹤0.01%	882
2025 Q1	$8.81K	Buy	115 +91	+379%	+$6.87K	﹤0.01%	845
2024 Q4	$1.79K	Hold	24	–	–	﹤0.01%	1163
2024 Q3	$1.88K	Hold	24	–	–	﹤0.01%	1119
2024 Q2	$1.8K	Hold	24	–	–	﹤0.01%	1116
2024 Q1	$1.81K	Hold	24	–	–	﹤0.01%	1111
2023 Q4	$1.83K	Sell	24 -775	-97%	-$56.8K	﹤0.01%	1112
2023 Q3	$57.8K	Buy	799 +775	+3,229%	+$57.3K	0.02%	381
2023 Q2	$1.81K	Hold	24	–	–	﹤0.01%	1176
2023 Q1	$1.84K	Hold	24	–	–	﹤0.01%	971
2022 Q4	$1.76K	Hold	24	–	–	﹤0.01%	967
2022 Q3	$2K	Hold	24	–	–	﹤0.01%	927
2022 Q2	$2K	Hold	24	–	–	﹤0.01%	921
2022 Q1	$2K	Hold	24	–	–	﹤0.01%	908
2021 Q4	$2K	Sell	24 -1,235	-98%	-$110K	﹤0.01%	805
2021 Q3	$113K	Buy	1,259 +1,235	+5,146%	+$112K	0.06%	203
2021 Q2	$2K	Hold	24	–	–	﹤0.01%	758
2021 Q1	$2K	Hold	24	–	–	﹤0.01%	670
2020 Q4	$2K	Buy	+24	New	+$2.23K	﹤0.01%	634
2020 Q2	–	Sell	-24	Closed	-$2K	–	145
2020 Q1	$2K	Buy	+24	New	+$2.13K	﹤0.01%	594

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

Key Financial Inc's BIV Position: Q1 2026 in Review

Key Financial Inc reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 11% in Q1 2026, selling an estimated $12K and leaving 1,292 shares worth $99.7K. The position accounts for 0.02% of the portfolio, ranked #403.

Key Financial Inc first reported a position in BIV in Q1 2020 and has held it in 23 quarters since. The position peaked at $113K in Q3 2021. 1,005 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

Key Financial Inc held 1,292 shares of Vanguard Intermediate-Term Bond ETF worth $99.7K as of Q1 2026.
Key Financial Inc sold 154 Vanguard Intermediate-Term Bond ETF shares in Q1 2026, an estimated $12K.
Vanguard Intermediate-Term Bond ETF made up 0.02% of Key Financial Inc's portfolio in Q1 2026, its #403 holding.
Key Financial Inc first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2020 and has held it in 23 quarters since.
Key Financial Inc's Vanguard Intermediate-Term Bond ETF position peaked at $113K in Q3 2021.
1,005 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.