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Provident Wealth Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Provident Wealth 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 		$2.12M Sell
27,489
-846
-3% -$65.9K 0.64% 23
2025
Q4 		$2.21M Sell
28,335
-435
-2% -$34K 0.65% 22
2025
Q3 		$2.25M Sell
28,770
-109
-0.4% -$8.44K 0.68% 24
2025
Q2 		$2.23M Sell
28,879
-973
-3% -$74.1K 0.73% 21
2025
Q1 		$2.29M Sell
29,852
-2,801
-9% -$211K 0.79% 21
2024
Q4 		$2.44M Sell
32,653
-2,489
-7% -$189K 0.81% 21
2024
Q3 		$2.75M Sell
35,142
-1,361
-4% -$105K 0.94% 22
2024
Q2 		$2.73M Buy
36,503
+160
+0.4% +$11.9K 1% 22
2024
Q1 		$2.74M Buy
36,343
+3,951
+12% +$298K 1.03% 22
2023
Q4 		$2.47M Buy
32,392
+961
+3% +$70.4K 1.08% 22
2023
Q3 		$2.27M Sell
31,431
-261
-0.8% -$19.3K 1.11% 22
2023
Q2 		$2.38M Buy
31,692
+4,805
+18% +$366K 1.17% 23
2023
Q1 		$2.06M Sell
26,887
-593
-2% -$44.9K 1.06% 23
2022
Q4 		$2.04M Sell
27,480
-1,454
-5% -$108K 1.2% 22
2022
Q3 		$2.13M Sell
28,934
-1,772
-6% -$137K 1.29% 21
2022
Q2 		$2.38M Sell
30,706
-3,884
-11% -$305K 1.51% 19
2022
Q1 		$2.83M Buy
+34,590
New +$2.92M 1.72% 19

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 $1.73B AUM 9.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Provident Wealth Management's BIV Position: Q1 2026 in Review

Provident Wealth Management reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 3% in Q1 2026, selling an estimated $65.9K and leaving 27,489 shares worth $2.12M. The position accounts for 0.64% of the portfolio, ranked #23.

Provident Wealth Management first reported a position in BIV in Q1 2022 and has held it in 17 quarters since. The position peaked at $2.83M in Q1 2022. 1,006 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

  • Provident Wealth Management held 27,489 shares of Vanguard Intermediate-Term Bond ETF worth $2.12M as of Q1 2026.
  • Provident Wealth Management sold 846 Vanguard Intermediate-Term Bond ETF shares in Q1 2026, an estimated $65.9K.
  • Vanguard Intermediate-Term Bond ETF made up 0.64% of Provident Wealth Management's portfolio in Q1 2026, its #23 holding.
  • Provident Wealth Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2022 and has held it in 17 quarters since.
  • Provident Wealth Management's Vanguard Intermediate-Term Bond ETF position peaked at $2.83M in Q1 2022.
  • 1,006 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

Based on Provident Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.