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

LPL Financial’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 		$408M Buy
5,283,152
+127,653
+2% +$9.94M 0.11% 194
2025
Q4 		$402M Buy
5,155,499
+166,277
+3% +$13M 0.11% 184
2025
Q3 		$390M Buy
4,989,222
+167,851
+3% +$13M 0.11% 175
2025
Q2 		$373M Buy
4,821,371
+327,121
+7% +$24.9M 0.12% 155
2025
Q1 		$344M Sell
4,494,250
-42,692
-0.9% -$3.22M 0.13% 148
2024
Q4 		$339M Buy
4,536,942
+668,720
+17% +$50.8M 0.14% 136
2024
Q3 		$303M Buy
3,868,222
+139,780
+4% +$10.8M 0.14% 143
2024
Q2 		$279M Sell
3,728,442
-4,646
-0.1% -$345K 0.14% 140
2024
Q1 		$281M Sell
3,733,088
-205,240
-5% -$15.5M 0.15% 131
2023
Q4 		$301M Sell
3,938,328
-124,532
-3% -$9.12M 0.18% 110
2023
Q3 		$294M Buy
4,062,860
+125,875
+3% +$9.31M 0.21% 104
2023
Q2 		$296M Buy
3,936,985
+172,761
+5% +$13.2M 0.21% 102
2023
Q1 		$289M Buy
3,764,224
+534,529
+17% +$40.5M 0.22% 95
2022
Q4 		$240M Buy
3,229,695
+105,268
+3% +$7.8M 0.21% 104
2022
Q3 		$230M Buy
3,124,427
+4,132
+0.1% +$320K 0.22% 96
2022
Q2 		$242M Sell
3,120,295
-29,321
-0.9% -$2.3M 0.23% 93
2022
Q1 		$258M Sell
3,149,616
-18,718
-0.6% -$1.58M 0.22% 90
2021
Q4 		$278M Buy
3,168,334
+41,109
+1% +$3.65M 0.23% 83
2021
Q3 		$280M Buy
3,127,225
+291,436
+10% +$26.4M 0.26% 79
2021
Q2 		$255M Buy
2,835,789
+200,614
+8% +$17.9M 0.26% 80
2021
Q1 		$234M Buy
2,635,175
+311,635
+13% +$28.3M 0.27% 78
2020
Q4 		$216M Buy
2,323,540
+127,910
+6% +$11.9M 0.28% 70
2020
Q3 		$205M Buy
2,195,630
+138,340
+7% +$13M 0.32% 61
2020
Q2 		$192M Buy
2,057,290
+112,924
+6% +$10.3M 0.33% 56
2020
Q1 		$174M Buy
1,944,366
+163,641
+9% +$14.5M 0.37% 51
2019
Q4 		$155M Buy
1,780,725
+180,119
+11% +$15.8M 0.28% 69
2019
Q3 		$141M Buy
1,600,606
+146,732
+10% +$12.8M 0.29% 67
2019
Q2 		$126M Buy
1,453,874
+75,477
+5% +$6.38M 0.27% 72
2019
Q1 		$116M Buy
1,378,397
+69,583
+5% +$5.73M 0.26% 72
2018
Q4 		$106M Sell
1,308,814
-22,934
-2% -$1.84M 0.28% 63
2018
Q3 		$107M Buy
1,331,748
+20,439
+2% +$1.65M 0.26% 73
2018
Q2 		$106M Buy
1,311,309
+20,165
+2% +$1.63M 0.28% 67
2018
Q1 		$106M Buy
1,291,144
+526,902
+69% +$43.2M 0.29% 66
2017
Q4 		$64.1M Buy
764,242
+344,141
+82% +$29M 0.2% 97
2017
Q3 		$35.6M Buy
420,101
+26,472
+7% +$2.25M 0.13% 151
2017
Q2 		$33.3M Buy
393,629
+17,853
+5% +$1.51M 0.13% 153
2017
Q1 		$31.5M Sell
375,776
-45,410
-11% -$3.78M 0.21% 80
2016
Q4 		$35M Sell
421,186
-121,563
-22% -$10.3M 0.27% 60
2016
Q3 		$47.3M Sell
542,749
-37,749
-7% -$3.31M 0.45% 37
2016
Q2 		$51.4M Sell
580,498
-189,495
-25% -$16.4M 0.43% 39
2016
Q1 		$66.4M Buy
769,993
+241,417
+46% +$20.5M 0.18% 117
2015
Q4 		$44M Buy
528,576
+289,615
+121% +$24.4M 0.12% 159
2015
Q3 		$20.3M Sell
238,961
-186,912
-44% -$15.7M 0.11% 166
2015
Q2 		$35.8M Sell
425,873
-6,875
-2% -$584K 0.18% 116
2015
Q1 		$37.4M Buy
432,748
+251,462
+139% +$21.6M 0.19% 105
2014
Q4 		$15.4M Buy
181,286
+24,623
+16% +$2.09M 0.08% 219
2014
Q3 		$13.3M Sell
156,663
-3,286
-2% -$278K 0.08% 229
2014
Q2 		$13.5M Buy
159,949
+8,486
+6% +$714K 0.08% 225
2014
Q1 		$12.6M Buy
151,463
+19,601
+15% +$1.63M 0.08% 231
2013
Q4 		$10.8M Sell
131,862
-1,291
-1% -$108K 0.07% 250
2013
Q3 		$11.1M Sell
133,153
-16,392
-11% -$1.36M 0.07% 243
2013
Q2 		$12.5M Buy
+149,545
New +$13M 0.09% 204

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial's BIV Position: Q1 2026 in Review

LPL Financial increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 2.5% in Q1 2026, buying an estimated $9.94M and bringing the position to 5,283,152 shares worth $408M. The position accounts for 0.11% of the portfolio, ranked #194.

LPL Financial first reported a position in BIV in Q2 2013 and has held it in 52 quarters since. 1,005 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

  • LPL Financial held 5,283,152 shares of Vanguard Intermediate-Term Bond ETF worth $408M as of Q1 2026.
  • LPL Financial bought 127,653 Vanguard Intermediate-Term Bond ETF shares in Q1 2026, an estimated $9.94M.
  • Vanguard Intermediate-Term Bond ETF made up 0.11% of LPL Financial's portfolio in Q1 2026, its #194 holding.
  • LPL Financial first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2013 and has held it in 52 quarters since.
  • 1,005 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.