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

SOA Wealth 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 Q1	$140K	Hold	1,812	–	–	0.03%	240
2025 Q4	$141K	Hold	1,812	–	–	0.02%	246
2025 Q3	$141K	Hold	1,812	–	–	0.02%	252
2025 Q2	$140K	Sell	1,812 -394	-18%	-$30K	0.03%	240
2025 Q1	$169K	Hold	2,206	–	–	0.04%	204
2024 Q4	$165K	Buy	2,206 +1,183	+116%	+$89.9K	0.03%	202
2024 Q3	$80.2K	Hold	1,023	–	–	0.02%	268
2024 Q2	$76.6K	Sell	1,023 -804	-44%	-$59.7K	0.02%	267
2024 Q1	$138K	Buy	1,827 +4	+0.2%	+$301	0.03%	215
2023 Q4	$139K	Buy	1,823 +1,732	+1,903%	+$127K	0.03%	205
2023 Q3	$6.58K	Hold	91	–	–	﹤0.01%	573
2023 Q2	$6.85K	Hold	91	–	–	﹤0.01%	576
2023 Q1	$6.98K	Buy	91 +20	+28%	+$1.51K	﹤0.01%	577
2022 Q4	$5.28K	Sell	71 -20	-22%	-$1.48K	﹤0.01%	618
2022 Q3	$6K	Hold	91	–	–	﹤0.01%	573
2022 Q2	$7K	Hold	91	–	–	﹤0.01%	542
2022 Q1	$7K	Hold	91	–	–	﹤0.01%	635
2021 Q4	$7K	Hold	91	–	–	﹤0.01%	614
2021 Q3	$8K	Hold	91	–	–	﹤0.01%	618
2021 Q2	$8K	Hold	91	–	–	﹤0.01%	603
2021 Q1	$8K	Sell	91 -36	-28%	-$3.27K	﹤0.01%	536
2020 Q4	$11K	Buy	+127	New	+$11.8K	﹤0.01%	488

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

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

SOA Wealth Advisors held its Vanguard Intermediate-Term Bond ETF (BIV) position steady in Q1 2026 at 1,812 shares worth $140K. The position accounts for 0.03% of the portfolio, ranked #240.

SOA Wealth Advisors first reported a position in BIV in Q4 2020 and has held it in 22 quarters since. The position peaked at $169K in Q1 2025. 1,005 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

SOA Wealth Advisors held 1,812 shares of Vanguard Intermediate-Term Bond ETF worth $140K as of Q1 2026.
SOA Wealth Advisors left its Vanguard Intermediate-Term Bond ETF share count unchanged in Q1 2026.
Vanguard Intermediate-Term Bond ETF made up 0.03% of SOA Wealth Advisors's portfolio in Q1 2026, its #240 holding.
SOA Wealth Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2020 and has held it in 22 quarters since.
SOA Wealth Advisors's Vanguard Intermediate-Term Bond ETF position peaked at $169K in Q1 2025.
1,005 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

Based on SOA Wealth Advisors's 13F filing for Q1 2026, filed 20 May 2026.