S.A. Mason’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

S.A. Mason’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	$358K	Sell	4,641 -80	-2%	-$6.23K	0.13%	147
2025 Q4	$368K	Buy	4,721 +1,250	+36%	+$97.8K	0.15%	136
2025 Q3	$271K	Hold	3,471	–	–	0.12%	158
2025 Q2	$268K	Hold	3,471	–	–	0.13%	147
2025 Q1	$266K	Hold	3,471	–	–	0.14%	143
2024 Q4	$259K	Hold	3,471	–	–	0.14%	145
2024 Q3	$272K	Hold	3,471	–	–	0.14%	141
2024 Q2	$260K	Hold	3,471	–	–	0.15%	140
2024 Q1	$262K	Hold	3,471	–	–	0.16%	138
2023 Q4	$265K	Hold	3,471	–	–	0.18%	129
2023 Q3	$251K	Sell	3,471 -100	-3%	-$7.4K	0.18%	133
2023 Q2	$274K	Hold	3,571	–	–	0.2%	129
2023 Q1	$274K	Hold	3,571	–	–	0.2%	129
2022 Q4	$265K	Sell	3,571 -2,445	-41%	-$181K	0.2%	127
2022 Q3	$442K	Sell	6,016 -175	-3%	-$13.5K	0.35%	81
2022 Q2	$481K	Sell	6,191 -815	-12%	-$63.9K	0.35%	79
2022 Q1	$574K	Sell	7,006 -25	-0.4%	-$2.11K	0.36%	77
2021 Q4	$616K	Hold	7,031	–	–	0.37%	77
2021 Q3	$629K	Hold	7,031	–	–	0.41%	72
2021 Q2	$633K	Hold	7,031	–	–	0.44%	66
2021 Q1	$624K	Buy	7,031 +10	+0.1%	+$908	0.47%	66
2020 Q4	$652K	Buy	7,021 +2,625	+60%	+$244K	0.54%	52
2020 Q3	$411K	Hold	4,396	–	–	0.39%	71
2020 Q2	$410K	Buy	4,396 +500	+13%	+$45.8K	0.43%	66
2020 Q1	$348K	Buy	3,896 +2,095	+116%	+$186K	0.42%	68
2019 Q4	$157K	Buy	+1,801	New	+$158K	0.15%	141

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

S.A. Mason's BIV Position: Q1 2026 in Review

S.A. Mason reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 1.7% in Q1 2026, selling an estimated $6.23K and leaving 4,641 shares worth $358K. The position accounts for 0.13% of the portfolio, ranked #147.

S.A. Mason first reported a position in BIV in Q4 2019 and has held it in 26 quarters since. The position peaked at $652K in Q4 2020. 1,005 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

S.A. Mason held 4,641 shares of Vanguard Intermediate-Term Bond ETF worth $358K as of Q1 2026.
S.A. Mason sold 80 Vanguard Intermediate-Term Bond ETF shares in Q1 2026, an estimated $6.23K.
Vanguard Intermediate-Term Bond ETF made up 0.13% of S.A. Mason's portfolio in Q1 2026, its #147 holding.
S.A. Mason first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2019 and has held it in 26 quarters since.
S.A. Mason's Vanguard Intermediate-Term Bond ETF position peaked at $652K in Q4 2020.
1,005 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

Based on S.A. Mason's 13F filing for Q1 2026, filed 27 Apr 2026.