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

Sage Financial Management 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	$51.7M	Buy	670,494 +27,841	+4%	+$2.17M	15.91%	1
2025 Q4	$50M	Buy	642,653 +22,971	+4%	+$1.8M	15.29%	2
2025 Q3	$48.4M	Buy	619,682 +19,244	+3%	+$1.49M	15.45%	2
2025 Q2	$46.4M	Sell	600,438 -73,741	-11%	-$5.62M	16.07%	1
2025 Q1	$51.6M	Buy	674,179 +34,617	+5%	+$2.61M	18.74%	1
2024 Q4	$47.8M	Buy	639,562 +80,061	+14%	+$6.09M	17.7%	1
2024 Q3	$43.8M	Buy	+559,501	New	+$43.1M	17%	1
2024 Q2	–	Sell	-283,682	Closed	-$21.4M	–	15
2024 Q1	$21.4M	Buy	283,682 +36,294	+15%	+$2.74M	10.13%	2
2023 Q4	$18.9M	Buy	247,388 +9,731	+4%	+$713K	10.14%	3
2023 Q3	$17.2M	Buy	+237,657	New	+$17.6M	10.34%	3
2023 Q2	–	Sell	-158,708	Closed	-$12.2M	–	9
2023 Q1	$12.2M	Sell	158,708 -10,572	-6%	-$801K	9.81%	2
2022 Q4	$12.6M	Buy	169,280 +21,871	+15%	+$1.62M	8.79%	2
2022 Q3	$10.8M	Sell	147,409 -19,704	-12%	-$1.52M	9.55%	3
2022 Q2	$13M	Sell	167,113 -47,962	-22%	-$3.76M	9.08%	3
2022 Q1	$17.6M	Buy	215,075 +7,514	+4%	+$634K	12.08%	2
2021 Q4	$18.2M	Buy	+207,561	New	+$18.4M	12.12%	2

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

Sage Financial Management Group's BIV Position: Q1 2026 in Review

Sage Financial Management Group increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 4.3% in Q1 2026, buying an estimated $2.17M and bringing the position to 670,494 shares worth $51.7M. The position accounts for 15.91% of the portfolio, ranked #1.

Sage Financial Management Group first reported a position in BIV in Q4 2021 and has held it in 16 quarters since. 1,005 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

Sage Financial Management Group held 670,494 shares of Vanguard Intermediate-Term Bond ETF worth $51.7M as of Q1 2026.
Sage Financial Management Group bought 27,841 Vanguard Intermediate-Term Bond ETF shares in Q1 2026, an estimated $2.17M.
Vanguard Intermediate-Term Bond ETF made up 15.91% of Sage Financial Management Group's portfolio in Q1 2026, its #1 holding.
Sage Financial Management Group first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2021 and has held it in 16 quarters since.
1,005 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

Based on Sage Financial Management Group's 13F filing for Q1 2026, filed 21 Apr 2026.