Level Four Advisory Services’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.28M | Sell |
29,527
-1,961
| -6% | -$153K | 0.07% | 273 |
|
|
2025
Q4 | $2.45M | Sell |
31,488
-1,755
| -5% | -$137K | 0.08% | 261 |
|
|
2025
Q3 | $2.6M | Sell |
33,243
-286
| -0.9% | -$22.1K | 0.09% | 242 |
|
|
2025
Q2 | $2.59M | Buy |
33,529
+2,365
| +8% | +$180K | 0.1% | 231 |
|
|
2025
Q1 | $2.39M | Buy |
31,164
+415
| +1% | +$31.3K | 0.1% | 229 |
|
|
2024
Q4 | $2.3M | Buy |
30,749
+1,650
| +6% | +$125K | 0.09% | 230 |
|
|
2024
Q3 | $2.21M | Buy |
29,099
+1,817
| +7% | +$140K | 0.09% | 229 |
|
|
2024
Q2 | $2.04M | Buy |
27,282
+11,360
| +71% | +$844K | 0.09% | 233 |
|
|
2024
Q1 | $1.22M | Hold |
15,922
| – | – | 0.07% | 267 |
|
|
2023
Q4 | $1.22M | Buy |
15,922
+12,730
| +399% | +$932K | 0.07% | 267 |
|
|
2023
Q3 | $231K | Buy |
+3,192
| New | +$236K | 0.01% | 646 |
|
|
2022
Q2 | – | Sell |
-2,957
| Closed | -$242K | – | 569 |
|
|
2022
Q1 | $242K | Sell |
2,957
-244
| -8% | -$20.6K | 0.02% | 555 |
|
|
2021
Q4 | $280K | Buy |
+3,201
| New | +$284K | 0.02% | 520 |
|
|
2021
Q3 | – | Sell |
-7,715
| Closed | -$694K | – | 481 |
|
|
2021
Q2 | $694K | Buy |
7,715
+637
| +9% | +$56.9K | 0.05% | 330 |
|
|
2021
Q1 | $628K | Buy |
7,078
+465
| +7% | +$42.2K | 0.05% | 341 |
|
|
2020
Q4 | $614K | Sell |
6,613
-345
| -5% | -$32.1K | 0.05% | 330 |
|
|
2020
Q3 | $650K | Buy |
6,958
+898
| +15% | +$84.1K | 0.05% | 304 |
|
|
2020
Q2 | $565K | Sell |
6,060
-1,814
| -23% | -$166K | 0.04% | 345 |
|
|
2020
Q1 | $704K | Sell |
7,874
-137
| -2% | -$12.2K | 0.08% | 255 |
|
|
2019
Q4 | $697K | Buy |
8,011
+888
| +12% | +$77.8K | 0.03% | 336 |
|
|
2019
Q3 | $627K | Sell |
7,123
-2,645
| -27% | -$231K | 0.06% | 287 |
|
|
2019
Q2 | $845K | Sell |
9,768
-554
| -5% | -$46.8K | 0.09% | 226 |
|
|
2019
Q1 | $866K | Buy |
10,322
+1,613
| +19% | +$133K | 0.1% | 212 |
|
|
2018
Q4 | $708K | Buy |
8,709
+359
| +4% | +$28.7K | 0.09% | 227 |
|
|
2018
Q3 | $672K | Sell |
8,350
-1,448
| -15% | -$117K | 0.07% | 278 |
|
|
2018
Q2 | $793K | Sell |
9,798
-26,277
| -73% | -$2.12M | 0.06% | 284 |
|
|
2018
Q1 | $2.95M | Buy |
36,075
+1,705
| +5% | +$140K | 0.23% | 94 |
|
|
2017
Q4 | $2.88M | Buy |
34,370
+4,200
| +14% | +$354K | 0.22% | 95 |
|
|
2017
Q3 | $2.55M | Buy |
30,170
+25,104
| +496% | +$2.13M | 0.23% | 90 |
|
|
2017
Q2 | $425K | Sell |
5,066
-44,051
| -90% | -$3.72M | 0.07% | 286 |
|
|
2017
Q1 | $4.11M | Sell |
49,117
-768
| -2% | -$63.9K | 0.42% | 52 |
|
|
2016
Q4 | $4.14M | Buy |
+49,885
| New | +$4.24M | 0.53% | 34 |
|
Other funds holding BIV
EWA
TLFA
Level Four Advisory Services's BIV Position: Q1 2026 in Review
Level Four Advisory Services reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 6.2% in Q1 2026, selling an estimated $153K and leaving 29,527 shares worth $2.28M. The position accounts for 0.07% of the portfolio, ranked #273.
Level Four Advisory Services first reported a position in BIV in Q4 2016 and has held it in 32 quarters since. The position peaked at $4.14M in Q4 2016. 1,005 funds tracked by Wall St. Rank hold BIV as of Q1 2026.
- Level Four Advisory Services held 29,527 shares of Vanguard Intermediate-Term Bond ETF worth $2.28M as of Q1 2026.
- Level Four Advisory Services sold 1,961 Vanguard Intermediate-Term Bond ETF shares in Q1 2026, an estimated $153K.
- Vanguard Intermediate-Term Bond ETF made up 0.07% of Level Four Advisory Services's portfolio in Q1 2026, its #273 holding.
- Level Four Advisory Services first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2016 and has held it in 32 quarters since.
- Level Four Advisory Services's Vanguard Intermediate-Term Bond ETF position peaked at $4.14M in Q4 2016.
- 1,005 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.
Based on Level Four Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.