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Sovereign Investment Advisors’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Sovereign Investment 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
Q2 		$6.69M Buy
87,243
+944
+1% +$72.5K 1.26% 26
2026
Q1 		$6.66M Buy
86,299
+579
+0.7% +$45.1K 1.41% 23
2025
Q4 		$6.68M Buy
85,720
+1,166
+1% +$91.2K 1.67% 20
2025
Q3 		$6.6M Sell
84,554
-15,034
-15% -$1.16M 1.8% 18
2025
Q2 		$7.7M Buy
99,588
+3,930
+4% +$299K 2.12% 16
2025
Q1 		$7.21M Sell
95,658
-2,555
-3% -$193K 2.51% 15
2024
Q4 		$7.34M Buy
98,213
+1,049
+1% +$79.8K 2.18% 16
2024
Q3 		$7.61M Buy
97,164
+1,966
+2% +$152K 2.5% 15
2024
Q2 		$7.27M Sell
95,198
-460
-0.5% -$34.2K 2.71% 12
2024
Q1 		$7.21M Buy
95,658
+460
+0.5% +$34.7K 2.49% 15
2023
Q4 		$7.27M Buy
95,198
+919
+1% +$67.3K 2.71% 12
2023
Q3 		$6.82M Buy
94,279
+633
+0.7% +$46.8K 2.67% 12
2023
Q2 		$7.05M Buy
93,646
+570
+0.6% +$43.4K 2.66% 14
2023
Q1 		$7.14M Buy
93,076
+346
+0.4% +$26.2K 2.83% 12
2022
Q4 		$6.89M Buy
92,730
+663
+0.7% +$49.1K 2.89% 12
2022
Q3 		$6.76M Buy
92,067
+429
+0.5% +$33.2K 3.03% 12
2022
Q2 		$7.12M Buy
91,638
+429
+0.5% +$33.6K 3.08% 10
2022
Q1 		$7.47M Buy
91,209
+234
+0.3% +$19.8K 2.94% 9
2021
Q4 		$7.97M Buy
90,975
+1,286
+1% +$114K 3.11% 9
2021
Q3 		$8.02M Buy
89,689
+348
+0.4% +$31.5K 3.2% 9
2021
Q2 		$8.04M Buy
89,341
+616
+0.7% +$55K 3.04% 9
2021
Q1 		$7.87M Buy
88,725
+233
+0.3% +$21.2K 3.13% 9
2020
Q4 		$8.22M Buy
88,492
+990
+1% +$92.2K 3.33% 7
2020
Q3 		$8.18M Buy
87,502
+389
+0.4% +$36.4K 3.2% 8
2020
Q2 		$8.12M Buy
87,113
+442
+0.5% +$40.5K 3.69% 9
2020
Q1 		$7.74M Buy
86,671
+16,194
+23% +$1.44M 4% 9
2019
Q4 		$6.15M Buy
+70,477
New +$6.17M 2.79% 10

Other funds holding BIV

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Sovereign Investment Advisors's BIV Position: Q2 2026 in Review

Sovereign Investment Advisors increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 1.1% in Q2 2026, buying an estimated $72.5K and bringing the position to 87,243 shares worth $6.69M. The position accounts for 1.26% of the portfolio, ranked #26.

Sovereign Investment Advisors first reported a position in BIV in Q4 2019 and has held it in 27 quarters since. The position peaked at $8.22M in Q4 2020. 1,014 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • Sovereign Investment Advisors held 87,243 shares of Vanguard Intermediate-Term Bond ETF worth $6.69M as of Q2 2026.
  • Sovereign Investment Advisors bought 944 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $72.5K.
  • Vanguard Intermediate-Term Bond ETF made up 1.26% of Sovereign Investment Advisors's portfolio in Q2 2026, its #26 holding.
  • Sovereign Investment Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2019 and has held it in 27 quarters since.
  • Sovereign Investment Advisors's Vanguard Intermediate-Term Bond ETF position peaked at $8.22M in Q4 2020.
  • 1,014 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Sovereign Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.