Parr McKnight Wealth Management Group’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Parr McKnight Wealth Management Group’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	$3.98M	Buy	51,509 +4,664	+10%	+$363K	0.52%	58
2025 Q4	$3.65M	Buy	46,845 +6,050	+15%	+$473K	0.48%	69
2025 Q3	$3.19M	Buy	40,795 +3,817	+10%	+$296K	0.42%	77
2025 Q2	$2.86M	Buy	36,978 +5,220	+16%	+$398K	0.39%	82
2025 Q1	$2.43M	Buy	+31,758	New	+$2.4M	0.35%	92

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

Parr McKnight Wealth Management Group's BIV Position: Q1 2026 in Review

Parr McKnight Wealth Management Group increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 10% in Q1 2026, buying an estimated $363K and bringing the position to 51,509 shares worth $3.98M. The position accounts for 0.52% of the portfolio, ranked #58.

Parr McKnight Wealth Management Group first reported a position in BIV in Q1 2025 and has held it in 5 quarters since. 1,005 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

Parr McKnight Wealth Management Group held 51,509 shares of Vanguard Intermediate-Term Bond ETF worth $3.98M as of Q1 2026.
Parr McKnight Wealth Management Group bought 4,664 Vanguard Intermediate-Term Bond ETF shares in Q1 2026, an estimated $363K.
Vanguard Intermediate-Term Bond ETF made up 0.52% of Parr McKnight Wealth Management Group's portfolio in Q1 2026, its #58 holding.
Parr McKnight Wealth Management Group first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2025 and has held it in 5 quarters since.
1,005 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

Based on Parr McKnight Wealth Management Group's 13F filing for Q1 2026, filed 4 May 2026.