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Prostatis Group’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Prostatis 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 		$4.39M Sell
56,930
-6,605
-10% -$514K 1.12% 20
2025
Q4 		$4.95M Sell
63,535
-361
-0.6% -$28.2K 1.18% 19
2025
Q3 		$4.99M Sell
63,896
-935
-1% -$72.4K 1.25% 17
2025
Q2 		$5.01M Sell
64,831
-9,772
-13% -$744K 1.44% 16
2025
Q1 		$5.71M Buy
74,603
+7,475
+11% +$564K 1.8% 10
2024
Q4 		$5.02M Buy
67,128
+346
+0.5% +$26.3K 1.46% 18
2024
Q3 		$5.23M Sell
66,782
-10,167
-13% -$784K 1.71% 11
2024
Q2 		$5.76M Sell
76,949
-1,208
-2% -$89.8K 2.02% 11
2024
Q1 		$5.89M Buy
78,157
+4,173
+6% +$315K 2.23% 11
2023
Q4 		$5.65M Sell
73,984
-3,558
-5% -$261K 2.36% 10
2023
Q3 		$5.61M Sell
77,542
-23,409
-23% -$1.73M 2.74% 10
2023
Q2 		$5.53M Buy
100,951
+30,271
+43% +$2.31M 2.57% 10
2023
Q1 		$5.45M Sell
70,680
-2,172
-3% -$165K 2.87% 11
2022
Q4 		$5.41M Sell
72,852
-1,529
-2% -$113K 3.3% 6
2022
Q3 		$5.47M Buy
+74,381
New +$5.75M 6.3% 4
2022
Q1 		– Sell
-2,422
Closed -$212K – 85
2021
Q4 		$212K Sell
2,422
-381
-14% -$33.8K 0.13% 90
2021
Q3 		$251K Buy
+2,803
New +$254K 0.15% 86
2021
Q1 		– Sell
-41,666
Closed -$3.87M – 96
2020
Q4 		$3.87M Buy
+41,666
New +$3.88M 3.24% 8

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

Prostatis Group's BIV Position: Q1 2026 in Review

Prostatis Group reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 10% in Q1 2026, selling an estimated $514K and leaving 56,930 shares worth $4.39M. The position accounts for 1.12% of the portfolio, ranked #20.

Prostatis Group first reported a position in BIV in Q4 2020 and has held it in 18 quarters since. The position peaked at $5.89M in Q1 2024. 1,005 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

  • Prostatis Group held 56,930 shares of Vanguard Intermediate-Term Bond ETF worth $4.39M as of Q1 2026.
  • Prostatis Group sold 6,605 Vanguard Intermediate-Term Bond ETF shares in Q1 2026, an estimated $514K.
  • Vanguard Intermediate-Term Bond ETF made up 1.12% of Prostatis Group's portfolio in Q1 2026, its #20 holding.
  • Prostatis Group first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2020 and has held it in 18 quarters since.
  • Prostatis Group's Vanguard Intermediate-Term Bond ETF position peaked at $5.89M in Q1 2024.
  • 1,005 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

Based on Prostatis Group's 13F filing for Q1 2026, filed 12 May 2026.