Signal Advisors Wealth’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Signal Advisors Wealth’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	$1.16M	Buy	15,052 +4,320	+40%	+$336K	0.08%	214
2025 Q4	$836K	Sell	10,732 -1,347	-11%	-$105K	0.07%	223
2025 Q3	$943K	Buy	12,079 +4,656	+63%	+$360K	0.09%	167
2025 Q2	$574K	Sell	7,423 -1,447	-16%	-$110K	0.04%	276
2025 Q1	$679K	Sell	8,870 -1,992	-18%	-$150K	0.07%	234
2024 Q4	$812K	Buy	10,862 +3,246	+43%	+$247K	0.09%	206
2024 Q3	$597K	Buy	+7,616	New	+$587K	0.09%	226
2024 Q2	–	Sell	-8,909	Closed	-$672K	–	92
2024 Q1	$672K	Sell	8,909 -166	-2%	-$12.5K	0.17%	126
2023 Q4	$693K	Buy	+9,075	New	+$665K	0.24%	87

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

Signal Advisors Wealth's BIV Position: Q1 2026 in Review

Signal Advisors Wealth increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 40% in Q1 2026, buying an estimated $336K and bringing the position to 15,052 shares worth $1.16M. The position accounts for 0.08% of the portfolio, ranked #214.

Signal Advisors Wealth first reported a position in BIV in Q4 2023 and has held it in 9 quarters since. 1,005 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

Signal Advisors Wealth held 15,052 shares of Vanguard Intermediate-Term Bond ETF worth $1.16M as of Q1 2026.
Signal Advisors Wealth bought 4,320 Vanguard Intermediate-Term Bond ETF shares in Q1 2026, an estimated $336K.
Vanguard Intermediate-Term Bond ETF made up 0.08% of Signal Advisors Wealth's portfolio in Q1 2026, its #214 holding.
Signal Advisors Wealth first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2023 and has held it in 9 quarters since.
1,005 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

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