Osaic Holdings
BIV icon

Osaic Holdings’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Osaic Holdings’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 		$159M Sell
2,065,521
-98,677
-5% -$7.68M 0.23% 74
2025
Q4 		$169M Buy
2,164,198
+62,343
+3% +$4.88M 0.25% 69
2025
Q3 		$164M Buy
2,101,855
+234,725
+13% +$18.2M 0.23% 77
2025
Q2 		$144M Sell
1,867,130
-225,122
-11% -$17.1M 0.26% 71
2025
Q1 		$160M Sell
2,092,252
-503,917
-19% -$38M 0.36% 47
2024
Q4 		$145M Buy
2,596,169
+930,589
+56% +$70.8M 0.33% 53
2024
Q3 		$131M Buy
1,665,580
+48,261
+3% +$3.72M 0.29% 60
2024
Q2 		$121M Buy
1,617,319
+161,837
+11% +$12M 0.29% 59
2024
Q1 		$110M Sell
1,455,482
-698,366
-32% -$52.6M 0.25% 81
2023
Q4 		$165M Sell
2,153,848
-440,659
-17% -$32.3M 0.29% 70
2023
Q3 		$188M Buy
2,594,507
+152,228
+6% +$11.3M 0.28% 77
2023
Q2 		$184M Buy
2,442,279
+480,340
+24% +$36.6M 0.33% 56
2023
Q1 		$151M Sell
1,961,939
-42,839
-2% -$3.24M 0.28% 76
2022
Q4 		$149M Sell
2,004,778
-668
-0% -$49.5K 0.3% 73
2022
Q3 		$147M Sell
2,005,446
-25,258
-1% -$1.95M 0.34% 53
2022
Q2 		$158M Sell
2,030,704
-93,895
-4% -$7.36M 0.35% 51
2022
Q1 		$184M Sell
2,124,599
-43,811
-2% -$3.7M 0.36% 45
2021
Q4 		$190M Buy
2,168,410
+28,234
+1% +$2.5M 0.36% 51
2021
Q3 		$192M Buy
2,140,176
+40,834
+2% +$3.7M 0.4% 42
2021
Q2 		$189M Buy
2,099,342
+22,427
+1% +$2M 0.41% 38
2021
Q1 		$184M Sell
2,076,915
-62,352
-3% -$5.66M 0.44% 35
2020
Q4 		$199M Buy
2,139,267
+84,620
+4% +$7.88M 0.53% 27
2020
Q3 		$192M Buy
2,054,647
+320,118
+18% +$30M 0.57% 27
2020
Q2 		$162M Buy
1,734,529
+95,537
+6% +$8.74M 0.54% 27
2020
Q1 		$141M Buy
+1,638,992
New +$145M 0.58% 27

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Osaic Holdings's BIV Position: Q1 2026 in Review

Osaic Holdings reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 4.6% in Q1 2026, selling an estimated $7.68M and leaving 2,065,521 shares worth $159M. The position accounts for 0.23% of the portfolio, ranked #74.

Osaic Holdings first reported a position in BIV in Q1 2020 and has held it in 25 quarters since. The position peaked at $199M in Q4 2020. 1,005 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

  • Osaic Holdings held 2,065,521 shares of Vanguard Intermediate-Term Bond ETF worth $159M as of Q1 2026.
  • Osaic Holdings sold 98,677 Vanguard Intermediate-Term Bond ETF shares in Q1 2026, an estimated $7.68M.
  • Vanguard Intermediate-Term Bond ETF made up 0.23% of Osaic Holdings's portfolio in Q1 2026, its #74 holding.
  • Osaic Holdings first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2020 and has held it in 25 quarters since.
  • Osaic Holdings's Vanguard Intermediate-Term Bond ETF position peaked at $199M in Q4 2020.
  • 1,005 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.