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Phillips Financial Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Phillips Financial 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 		$6.81M Sell
88,248
-29,734
-25% -$2.31M 0.49% 39
2025
Q4 		$9.19M Sell
117,982
-4,856
-4% -$380K 0.59% 35
2025
Q3 		$9.59M Sell
122,838
-2,215
-2% -$171K 0.63% 34
2025
Q2 		$9.67M Sell
125,053
-3,980
-3% -$303K 0.7% 32
2025
Q1 		$9.88M Sell
129,033
-9,103
-7% -$687K 0.76% 32
2024
Q4 		$10.3M Sell
138,136
-50,976
-27% -$3.88M 0.81% 32
2024
Q3 		$14.8M Sell
189,112
-10,050
-5% -$775K 1.15% 26
2024
Q2 		$14.9M Buy
199,162
+11,066
+6% +$822K 1.23% 25
2024
Q1 		$14.2M Buy
188,096
+18,866
+11% +$1.42M 1.16% 27
2023
Q4 		$12.9M Buy
169,230
+17,467
+12% +$1.28M 1.12% 27
2023
Q3 		$11M Buy
151,763
+5,967
+4% +$441K 1.04% 26
2023
Q2 		$11M Buy
145,796
+16,430
+13% +$1.25M 1.02% 26
2023
Q1 		$9.93M Buy
129,366
+1,987
+2% +$150K 0.96% 27
2022
Q4 		$9.47M Buy
127,379
+36,391
+40% +$2.7M 0.96% 28
2022
Q3 		$6.69M Sell
90,988
-7,738
-8% -$599K 0.74% 31
2022
Q2 		$7.67M Sell
98,726
-31,263
-24% -$2.45M 0.83% 31
2022
Q1 		$10.6M Sell
129,989
-18
-0% -$1.52K 1.01% 27
2021
Q4 		$11.4M Buy
130,007
+10,348
+9% +$918K 1.12% 24
2021
Q3 		$10.7M Buy
119,659
+7,420
+7% +$672K 1.11% 23
2021
Q2 		$10.1M Buy
112,239
+2,767
+3% +$247K 1.04% 25
2021
Q1 		$9.71M Buy
109,472
+9,666
+10% +$878K 1.19% 25
2020
Q4 		$9.27M Buy
99,806
+7,552
+8% +$703K 1.27% 23
2020
Q3 		$8.62M Buy
92,254
+4,002
+5% +$375K 1.35% 22
2020
Q2 		$8.22M Sell
88,252
-2,333
-3% -$214K 1.35% 22
2020
Q1 		$8.07M Buy
90,585
+3,498
+4% +$310K 1.6% 18
2019
Q4 		$7.6M Buy
87,087
+2,649
+3% +$232K 1.25% 21
2019
Q3 		$7.43M Buy
84,438
+13,571
+19% +$1.19M 1.31% 19
2019
Q2 		$6.12M Sell
70,867
-515
-0.7% -$43.5K 1.12% 20
2019
Q1 		$5.95M Buy
71,382
+207
+0.3% +$17K 1.13% 20
2018
Q4 		$5.79M Buy
71,175
+5,532
+8% +$443K 1.24% 19
2018
Q3 		$5.26M Sell
65,643
-5,478
-8% -$443K 1.08% 21
2018
Q2 		$5.74M Sell
71,121
-674
-0.9% -$54.4K 1.21% 17
2018
Q1 		$5.86M Buy
71,795
+4,824
+7% +$396K 1.27% 17
2017
Q4 		$5.59M Buy
66,971
+1,171
+2% +$98.7K 1.18% 20
2017
Q3 		$5.57M Buy
65,800
+1,903
+3% +$162K 1.22% 19
2017
Q2 		$5.41M Buy
63,897
+1,264
+2% +$107K 1.23% 19
2017
Q1 		$5.29M Buy
62,633
+2,987
+5% +$249K 1.28% 18
2016
Q4 		$4.98M Sell
59,646
-761
-1% -$64.6K 1.25% 20
2016
Q3 		$5.24M Sell
60,407
-992
-2% -$87K 1.39% 17
2016
Q2 		$5.39M Buy
61,399
+139
+0.2% +$12K 1.44% 17
2016
Q1 		$5.26M Sell
61,260
-2,909
-5% -$247K 1.46% 17
2015
Q4 		$5.4M Sell
64,169
-782
-1% -$65.8K 1.63% 17
2015
Q3 		$5.51M Sell
64,951
-4,148
-6% -$349K 1.61% 17
2015
Q2 		$5.78M Sell
69,099
-1,734
-2% -$147K 1.6% 16
2015
Q1 		$6.13M Sell
70,833
-2,019
-3% -$173K 1.68% 16
2014
Q4 		$6.24M Sell
72,852
-188
-0.3% -$16K 1.79% 15
2014
Q3 		$6.22M Sell
73,040
-10,696
-13% -$904K 1.88% 14
2014
Q2 		$7.07M Sell
83,736
-1,896
-2% -$159K 2.11% 13
2014
Q1 		$7.15M Buy
85,632
+267
+0.3% +$22.2K 2.25% 12
2013
Q4 		$7M Buy
85,365
+5,846
+7% +$488K 2.32% 13
2013
Q3 		$6.62M Buy
79,519
+1,196
+2% +$99.1K 2.34% 12
2013
Q2 		$6.57M Buy
+78,323
New +$6.8M 2.39% 12

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

Phillips Financial Management's BIV Position: Q1 2026 in Review

Phillips Financial Management reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 25% in Q1 2026, selling an estimated $2.31M and leaving 88,248 shares worth $6.81M. The position accounts for 0.49% of the portfolio, ranked #39.

Phillips Financial Management first reported a position in BIV in Q2 2013 and has held it in 52 quarters since. The position peaked at $14.9M in Q2 2024. 1,005 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

  • Phillips Financial Management held 88,248 shares of Vanguard Intermediate-Term Bond ETF worth $6.81M as of Q1 2026.
  • Phillips Financial Management sold 29,734 Vanguard Intermediate-Term Bond ETF shares in Q1 2026, an estimated $2.31M.
  • Vanguard Intermediate-Term Bond ETF made up 0.49% of Phillips Financial Management's portfolio in Q1 2026, its #39 holding.
  • Phillips Financial Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2013 and has held it in 52 quarters since.
  • Phillips Financial Management's Vanguard Intermediate-Term Bond ETF position peaked at $14.9M in Q2 2024.
  • 1,005 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

Based on Phillips Financial Management's 13F filing for Q1 2026, filed 16 Apr 2026.