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Sittner & Nelson’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Sittner & Nelson’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 		$2.93K Hold
38
– – ﹤0.01% 497
2025
Q4 		$2.96K Hold
38
– – ﹤0.01% 463
2025
Q3 		$2.97K Hold
38
– – ﹤0.01% 427
2025
Q2 		$2.94K Hold
38
– – ﹤0.01% 438
2025
Q1 		$2.91K Buy
+38
New +$2.87K ﹤0.01% 422

Other funds holding BIV

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Baird Financial Group
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Sittner & Nelson's BIV Position: Q1 2026 in Review

Sittner & Nelson held its Vanguard Intermediate-Term Bond ETF (BIV) position steady in Q1 2026 at 38 shares worth $2.93K. The position accounts for ﹤0.01% of the portfolio, ranked #497.

Sittner & Nelson first reported a position in BIV in Q1 2025 and has held it in 5 quarters since. The position peaked at $2.97K in Q3 2025. 1,005 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

  • Sittner & Nelson held 38 shares of Vanguard Intermediate-Term Bond ETF worth $2.93K as of Q1 2026.
  • Sittner & Nelson left its Vanguard Intermediate-Term Bond ETF share count unchanged in Q1 2026.
  • Vanguard Intermediate-Term Bond ETF made up ﹤0.01% of Sittner & Nelson's portfolio in Q1 2026, its #497 holding.
  • Sittner & Nelson first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2025 and has held it in 5 quarters since.
  • Sittner & Nelson's Vanguard Intermediate-Term Bond ETF position peaked at $2.97K in Q3 2025.
  • 1,005 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

Based on Sittner & Nelson's 13F filing for Q1 2026, filed 12 May 2026.