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

Laurel 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 		– Sell
-528
Closed -$41.1K – 249
2025
Q4 		$41.1K Buy
+528
New +$41.3K 0.01% 347
2025
Q2 		– Sell
-511
Closed -$39.1K – 249
2025
Q1 		$39.1K Buy
511
+4
+0.8% +$302 0.01% 335
2024
Q4 		$37.9K Buy
507
+6
+1% +$456 0.01% 345
2024
Q3 		$39.2K Buy
501
+5
+1% +$385 0.01% 331
2024
Q2 		$37.1K Sell
496
-502
-50% -$37.3K 0.01% 312
2024
Q1 		$75.2K Sell
998
-1,148
-53% -$86.5K 0.01% 258
2023
Q4 		$164K Sell
2,146
-555
-21% -$40.6K 0.03% 184
2023
Q3 		$195K Buy
2,701
+13
+0.5% +$962 0.04% 171
2023
Q2 		$202K Buy
2,688
+11
+0.4% +$838 0.04% 170
2023
Q1 		$205K Sell
2,677
-33
-1% -$2.5K 0.04% 168
2022
Q4 		$201K Buy
2,710
+725
+37% +$53.7K 0.05% 161
2022
Q3 		$146K Sell
1,985
-208
-9% -$16.1K 0.04% 179
2022
Q2 		$170K Buy
2,193
+25
+1% +$1.96K 0.04% 169
2022
Q1 		$178K Sell
2,168
-853
-28% -$72K 0.04% 176
2021
Q4 		$265K Buy
3,021
+856
+40% +$75.9K 0.05% 149
2021
Q3 		$194K Buy
2,165
+1,665
+333% +$151K 0.04% 168
2021
Q2 		$45K Buy
+500
New +$44.7K 0.01% 291
2019
Q3 		– Sell
-151
Closed -$13K – 514
2019
Q2 		$13K Buy
+151
New +$12.8K ﹤0.01% 346

Other funds holding BIV

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Baird Financial Group
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Laurel Wealth Advisors (North Carolina) sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q1 2026, closing a stake of 528 shares — an estimated $41.1K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in BIV in Q2 2019 and held it in 18 quarters. The position peaked at $265K in Q4 2021. 1,005 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

  • Laurel Wealth Advisors (North Carolina) reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 528 Vanguard Intermediate-Term Bond ETF shares in Q1 2026, an estimated $41.1K.
  • Laurel Wealth Advisors (North Carolina) first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2019 and held it in 18 quarters.
  • Laurel Wealth Advisors (North Carolina)'s Vanguard Intermediate-Term Bond ETF position peaked at $265K in Q4 2021.
  • 1,005 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

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