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Sovereign Financial Group’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Sovereign Financial 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 		$6.8M Buy
88,124
+10,175
+13% +$792K 1.18% 16
2025
Q4 		$6.07M Buy
77,949
+3,052
+4% +$239K 1.05% 21
2025
Q3 		$5.85M Buy
74,897
+3,861
+5% +$299K 1.1% 20
2025
Q2 		$5.49M Buy
71,036
+3,760
+6% +$286K 1.13% 20
2025
Q1 		$5.15M Buy
67,276
+7,317
+12% +$552K 1.19% 17
2024
Q4 		$4.48M Buy
59,959
+5,766
+11% +$438K 1.03% 19
2024
Q3 		$4.25M Buy
54,193
+2,371
+5% +$183K 0.99% 19
2024
Q2 		$3.88M Buy
51,822
+3,617
+8% +$269K 0.97% 19
2024
Q1 		$3.63M Buy
48,205
+1,038
+2% +$78.2K 0.96% 20
2023
Q4 		$3.6M Sell
47,167
-3,163
-6% -$232K 1.1% 19
2023
Q3 		$3.64M Buy
50,330
+3,953
+9% +$292K 1.3% 19
2023
Q2 		$3.49M Buy
46,377
+9,364
+25% +$713K 1.14% 20
2023
Q1 		$2.84M Buy
37,013
+6,721
+22% +$509K 1.05% 21
2022
Q4 		$2.25M Sell
30,292
-8,828
-23% -$654K 0.89% 26
2022
Q3 		$2.88M Buy
39,120
+2,197
+6% +$170K 1.17% 19
2022
Q2 		$2.87M Buy
36,923
+6,919
+23% +$543K 1.13% 21
2022
Q1 		$2.46M Buy
30,004
+8,719
+41% +$736K 0.91% 28
2021
Q4 		$1.86M Buy
21,285
+18,328
+620% +$1.63M 0.75% 33
2021
Q3 		$264K Sell
2,957
-1,195
-29% -$108K 0.15% 135
2021
Q2 		$368K Hold
4,152
– – 0.22% 96
2021
Q1 		$368K Buy
4,152
+1,385
+50% +$126K 0.23% 94
2020
Q4 		$257K Buy
+2,767
New +$258K 0.19% 110

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

Sovereign Financial Group's BIV Position: Q1 2026 in Review

Sovereign Financial Group increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 13% in Q1 2026, buying an estimated $792K and bringing the position to 88,124 shares worth $6.8M. The position accounts for 1.18% of the portfolio, ranked #16.

Sovereign Financial Group first reported a position in BIV in Q4 2020 and has held it in 22 quarters since. 1,005 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

  • Sovereign Financial Group held 88,124 shares of Vanguard Intermediate-Term Bond ETF worth $6.8M as of Q1 2026.
  • Sovereign Financial Group bought 10,175 Vanguard Intermediate-Term Bond ETF shares in Q1 2026, an estimated $792K.
  • Vanguard Intermediate-Term Bond ETF made up 1.18% of Sovereign Financial Group's portfolio in Q1 2026, its #16 holding.
  • Sovereign Financial Group first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2020 and has held it in 22 quarters since.
  • 1,005 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

Based on Sovereign Financial Group's 13F filing for Q1 2026, filed 17 Apr 2026.