Silver Oak Advisory Group’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Silver Oak Advisory 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	$7.03M	Buy	91,135 +4,759	+6%	+$370K	3.03%	10
2025 Q4	$6.73M	Buy	86,376 +5,732	+7%	+$448K	3.04%	9
2025 Q3	$6.3M	Buy	80,644 +1,378	+2%	+$107K	2.85%	10
2025 Q2	$6.13M	Buy	79,266 +6,595	+9%	+$502K	2.97%	10
2025 Q1	$5.56M	Buy	72,671 +6,613	+10%	+$499K	2.95%	10
2024 Q4	$4.94M	Sell	66,058 -6,103	-8%	-$464K	2.61%	11
2024 Q3	$5.66M	Buy	72,161 +4,058	+6%	+$313K	2.9%	10
2024 Q2	$5.1M	Sell	68,103 -3,744	-5%	-$278K	2.83%	10
2024 Q1	$5.42M	Buy	71,847 +3,448	+5%	+$260K	3.04%	10
2023 Q4	$5.22M	Buy	68,399 +27,650	+68%	+$2.03M	3.07%	10
2023 Q3	$2.95M	Sell	40,749 -10,607	-21%	-$785K	1.91%	12
2023 Q2	$3.86M	Buy	51,356 +1,870	+4%	+$142K	2.53%	12
2023 Q1	$3.8M	Sell	49,486 -4,489	-8%	-$340K	2.55%	11
2022 Q4	$4.01M	Sell	53,975 -6,324	-10%	-$469K	2.83%	11
2022 Q3	$4.43M	Buy	60,299 +15,616	+35%	+$1.21M	3.32%	10
2022 Q2	$3.47M	Buy	44,683 +2,005	+5%	+$157K	2.46%	12
2022 Q1	$3.5M	Buy	42,678 +9,404	+28%	+$794K	2.28%	12
2021 Q4	$2.92M	Buy	+33,274	New	+$2.95M	1.85%	12

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 $1.73B AUM 9.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Silver Oak Advisory Group's BIV Position: Q1 2026 in Review

Silver Oak Advisory Group increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 5.5% in Q1 2026, buying an estimated $370K and bringing the position to 91,135 shares worth $7.03M. The position accounts for 3.03% of the portfolio, ranked #10.

Silver Oak Advisory Group first reported a position in BIV in Q4 2021 and has held it in 18 quarters since. 1,006 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

Silver Oak Advisory Group held 91,135 shares of Vanguard Intermediate-Term Bond ETF worth $7.03M as of Q1 2026.
Silver Oak Advisory Group bought 4,759 Vanguard Intermediate-Term Bond ETF shares in Q1 2026, an estimated $370K.
Vanguard Intermediate-Term Bond ETF made up 3.03% of Silver Oak Advisory Group's portfolio in Q1 2026, its #10 holding.
Silver Oak Advisory Group first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2021 and has held it in 18 quarters since.
1,006 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

Based on Silver Oak Advisory Group's 13F filing for Q1 2026, filed 1 May 2026.