Sequoia Financial Advisors’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Sequoia Financial Advisors’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	$205K	Sell	2,678 -688	-20%	-$52.8K	﹤0.01%	1968
2026 Q1	$260K	Sell	3,366 -4,127	-55%	-$321K	﹤0.01%	1651
2025 Q4	$584K	Sell	7,493 -546	-7%	-$42.7K	﹤0.01%	1198
2025 Q3	$628K	Buy	8,039 +3,156	+65%	+$244K	﹤0.01%	1016
2025 Q2	$378K	Sell	4,883 -2,314	-32%	-$176K	﹤0.01%	1144
2025 Q1	$551K	Sell	7,197 -2,199	-23%	-$166K	﹤0.01%	821
2024 Q4	$702K	Buy	+9,396	New	+$714K	0.01%	690

Other funds holding BIV

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Sequoia Financial Advisors's BIV Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 20% in Q2 2026, selling an estimated $52.8K and leaving 2,678 shares worth $205K. The position accounts for ﹤0.01% of the portfolio, ranked #1968.

Sequoia Financial Advisors first reported a position in BIV in Q4 2024 and has held it in 7 quarters since. The position peaked at $702K in Q4 2024. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

Sequoia Financial Advisors held 2,678 shares of Vanguard Intermediate-Term Bond ETF worth $205K as of Q2 2026.
Sequoia Financial Advisors sold 688 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $52.8K.
Vanguard Intermediate-Term Bond ETF made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1968 holding.
Sequoia Financial Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2024 and has held it in 7 quarters since.
Sequoia Financial Advisors's Vanguard Intermediate-Term Bond ETF position peaked at $702K in Q4 2024.
1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.