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 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 $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

NFP Retirement Inc's BIV Position: Q1 2026 in Review

NFP Retirement Inc increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 0.64% in Q1 2026, buying an estimated $1.79K and bringing the position to 3,645 shares worth $281K. The position accounts for 0.02% of the portfolio, ranked #261.

NFP Retirement Inc first reported a position in BIV in Q4 2023 and has held it in 9 quarters since. The position peaked at $282K in Q4 2025. 1,005 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

NFP Retirement Inc held 3,645 shares of Vanguard Intermediate-Term Bond ETF worth $281K as of Q1 2026.
NFP Retirement Inc bought 23 Vanguard Intermediate-Term Bond ETF shares in Q1 2026, an estimated $1.79K.
Vanguard Intermediate-Term Bond ETF made up 0.02% of NFP Retirement Inc's portfolio in Q1 2026, its #261 holding.
NFP Retirement Inc first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2023 and has held it in 9 quarters since.
NFP Retirement Inc's Vanguard Intermediate-Term Bond ETF position peaked at $282K in Q4 2025.
1,005 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

Based on NFP Retirement Inc's 13F filing for Q1 2026, filed 13 May 2026.