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

SHP 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	$23.1K	Buy	+299	New	+$23.3K	﹤0.01%	685

Other funds holding BIV

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $1.73B AUM 9.28% 1-Year Est. Return

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

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

SHP Wealth Management opened a new position in Vanguard Intermediate-Term Bond ETF (BIV) in Q1 2026: 299 shares worth $23.1K. The stake represents ﹤0.01% of the portfolio and ranks #685 among its holdings.

1,009 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

SHP Wealth Management held 299 shares of Vanguard Intermediate-Term Bond ETF worth $23.1K as of Q1 2026.
Vanguard Intermediate-Term Bond ETF was a new SHP Wealth Management position in Q1 2026.
Vanguard Intermediate-Term Bond ETF made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #685 holding.
1,009 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.