NFP Retirement Inc’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

NFP Retirement 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 Q2	$294K	Buy	3,832 +187	+5%	+$14.4K	0.02%	262
2026 Q1	$281K	Buy	3,645 +23	+0.6%	+$1.79K	0.02%	261
2025 Q4	$282K	Buy	3,622 +274	+8%	+$21.4K	0.02%	263
2025 Q3	$261K	Buy	3,348 +82	+3%	+$6.35K	0.02%	258
2025 Q2	$253K	Buy	3,266 +30	+0.9%	+$2.29K	0.02%	267
2025 Q1	$248K	Buy	3,236 +124	+4%	+$9.36K	0.02%	246
2024 Q4	$233K	Buy	3,112 +36	+1%	+$2.74K	0.02%	266
2024 Q3	$241K	Buy	3,076 +27	+0.9%	+$2.08K	0.02%	249
2024 Q2	$228K	Buy	+3,049	New	+$227K	0.02%	256
2024 Q1	–	Sell	-2,624	Closed	-$200K	–	282
2023 Q4	$200K	Buy	+2,624	New	+$192K	0.03%	232

Other funds holding BIV

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

TLFA

True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

NFP Retirement Inc's BIV Position: Q2 2026 in Review

NFP Retirement Inc increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 5.1% in Q2 2026, buying an estimated $14.4K and bringing the position to 3,832 shares worth $294K. The position accounts for 0.02% of the portfolio, ranked #262.

NFP Retirement Inc first reported a position in BIV in Q4 2023 and has held it in 10 quarters since. 1,020 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

NFP Retirement Inc held 3,832 shares of Vanguard Intermediate-Term Bond ETF worth $294K as of Q2 2026.
NFP Retirement Inc bought 187 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $14.4K.
Vanguard Intermediate-Term Bond ETF made up 0.02% of NFP Retirement Inc's portfolio in Q2 2026, its #262 holding.
NFP Retirement Inc first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2023 and has held it in 10 quarters since.
1,020 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on NFP Retirement Inc's 13F filing for Q2 2026, filed 12 Aug 2026.