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Prospera Financial Services’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Prospera Financial Services’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 		$8.1M Buy
105,504
+27,858
+36% +$2.14M 0.12% 185
2026
Q1 		$6M Buy
77,646
+8,767
+13% +$682K 0.1% 231
2025
Q4 		$5.37M Buy
68,879
+7,501
+12% +$587K 0.09% 231
2025
Q3 		$4.8M Buy
61,378
+2,568
+4% +$199K 0.08% 255
2025
Q2 		$4.55M Sell
58,810
-4,958
-8% -$378K 0.08% 242
2025
Q1 		$4.89M Buy
63,768
+5,362
+9% +$405K 0.11% 205
2024
Q4 		$4.37M Buy
58,406
+5,593
+11% +$425K 0.1% 218
2024
Q3 		$4.14M Buy
52,813
+13,144
+33% +$1.01M 0.11% 214
2024
Q2 		$2.98M Buy
39,669
+9,416
+31% +$700K 0.08% 260
2024
Q1 		$2.29M Buy
30,253
+803
+3% +$60.5K 0.07% 308
2023
Q4 		$2.25M Buy
29,450
+9,268
+46% +$679K 0.07% 289
2023
Q3 		$1.46M Buy
20,182
+583
+3% +$43.1K 0.06% 334
2023
Q2 		$1.48M Sell
19,599
-759
-4% -$57.8K 0.06% 322
2023
Q1 		$1.57M Sell
20,358
-1,590
-7% -$120K 0.06% 307
2022
Q4 		$1.63M Sell
21,948
-7,174
-25% -$532K 0.08% 263
2022
Q3 		$2.15M Sell
29,122
-176
-0.6% -$13.6K 0.11% 222
2022
Q2 		$2.28M Sell
29,298
-14,936
-34% -$1.17M 0.12% 222
2022
Q1 		$3.63M Sell
44,234
-18,704
-30% -$1.58M 0.15% 161
2021
Q4 		$5.52M Sell
62,938
-45
-0.1% -$3.99K 0.24% 93
2021
Q3 		$5.64M Sell
62,983
-1,678
-3% -$152K 0.28% 83
2021
Q2 		$5.82M Buy
64,661
+2,004
+3% +$179K 0.29% 80
2021
Q1 		$5.57M Buy
62,657
+7,572
+14% +$688K 0.33% 58
2020
Q4 		$5.12M Buy
55,085
+54,879
+26,640% +$5.11M 0.35% 48
2020
Q3 		$19K Sell
206
-46,406
-100% -$4.35M 0.01% 902
2020
Q2 		$4.34M Buy
46,612
+3,101
+7% +$284K 0.38% 51
2020
Q1 		$3.89M Sell
43,511
-5,910
-12% -$524K 0.41% 43
2019
Q4 		$4.31M Buy
49,421
+9,827
+25% +$861K 0.33% 51
2019
Q3 		$3.48M Buy
39,594
+36,534
+1,194% +$3.19M 0.36% 50
2019
Q2 		$265K Buy
+3,060
New +$258K 0.03% 423
2019
Q1 		– Sell
-3,504
Closed -$285K – 335
2018
Q4 		$285K Sell
3,504
-839
-19% -$67.2K 0.06% 291
2018
Q3 		$349K Sell
4,343
-1,121
-21% -$90.6K 0.07% 279
2018
Q2 		$442K Sell
5,464
-2,922
-35% -$236K 0.06% 257
2018
Q1 		$684K Sell
8,386
-3,434
-29% -$282K 0.1% 191
2017
Q4 		$989K Sell
11,820
-5,038
-30% -$425K 0.15% 126
2017
Q3 		$1.43M Sell
16,858
-3,652
-18% -$310K 0.22% 100
2017
Q2 		$1.72M Sell
20,510
-579
-3% -$48.9K 0.28% 73
2017
Q1 		$1.77M Sell
21,089
-895
-4% -$74.5K 0.32% 60
2016
Q4 		$1.83M Buy
21,984
+823
+4% +$69.9K 0.36% 52
2016
Q3 		$1.85M Buy
21,161
+1,495
+8% +$131K 0.37% 50
2016
Q2 		$1.73M Sell
19,666
-770
-4% -$66.6K 0.36% 53
2016
Q1 		$1.76M Buy
+20,436
New +$1.73M 0.39% 44
2014
Q4 		– Sell
-2,687
Closed -$226K – 294
2014
Q3 		$226K Hold
2,687
– – 0.06% 243
2014
Q2 		$228K Sell
2,687
-144
-5% -$12.1K 0.06% 237
2014
Q1 		$236K Sell
2,831
-2,571
-48% -$214K 0.07% 202
2013
Q4 		$441K Buy
+5,402
New +$451K 0.15% 107

Other funds holding BIV

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Baird Financial Group
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Prospera Financial Services's BIV Position: Q2 2026 in Review

Prospera Financial Services increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 36% in Q2 2026, buying an estimated $2.14M and bringing the position to 105,504 shares worth $8.1M. The position accounts for 0.12% of the portfolio, ranked #185.

Prospera Financial Services first reported a position in BIV in Q4 2013 and has held it in 45 quarters since. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • Prospera Financial Services held 105,504 shares of Vanguard Intermediate-Term Bond ETF worth $8.1M as of Q2 2026.
  • Prospera Financial Services bought 27,858 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $2.14M.
  • Vanguard Intermediate-Term Bond ETF made up 0.12% of Prospera Financial Services's portfolio in Q2 2026, its #185 holding.
  • Prospera Financial Services first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2013 and has held it in 45 quarters since.
  • 1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.