Modern Wealth Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Modern Wealth Management’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	-4,753	Closed	-$370K	–	886
2025 Q4	$370K	Buy	4,753 +1,751	+58%	+$137K	0.01%	620
2025 Q3	$234K	Sell	3,002 -246	-8%	-$19K	﹤0.01%	724
2025 Q2	$251K	Buy	+3,248	New	+$247K	0.01%	663

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

Modern Wealth Management's BIV Position: Q1 2026 in Review

Modern Wealth Management sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q1 2026, closing a stake of 4,753 shares — an estimated $370K sold.

Modern Wealth Management first reported a position in BIV in Q2 2025 and held it in 3 quarters. The position peaked at $370K in Q4 2025. 1,005 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

Modern Wealth Management reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q1 2026 after selling out during the quarter.
Modern Wealth Management sold 4,753 Vanguard Intermediate-Term Bond ETF shares in Q1 2026, an estimated $370K.
Modern Wealth Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2025 and held it in 3 quarters.
Modern Wealth Management's Vanguard Intermediate-Term Bond ETF position peaked at $370K in Q4 2025.
1,005 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.