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Stephens Inc’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Stephens Inc’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 		$47M Buy
609,591
+60,858
+11% +$4.74M 0.59% 31
2025
Q4 		$42.7M Buy
548,733
+78,546
+17% +$6.14M 0.53% 34
2025
Q3 		$36.7M Buy
470,187
+151,626
+48% +$11.7M 0.47% 43
2025
Q2 		$24.6M Buy
318,561
+87,883
+38% +$6.69M 0.34% 72
2025
Q1 		$17.7M Sell
230,678
-27,722
-11% -$2.09M 0.26% 92
2024
Q4 		$19.3M Buy
258,400
+18,956
+8% +$1.44M 0.27% 85
2024
Q3 		$18.8M Buy
239,444
+12,960
+6% +$999K 0.27% 91
2024
Q2 		$17M Buy
226,484
+12,646
+6% +$940K 0.26% 94
2024
Q1 		$16.1M Buy
213,838
+17,732
+9% +$1.34M 0.25% 99
2023
Q4 		$15M Sell
196,106
-11,234
-5% -$823K 0.26% 91
2023
Q3 		$15M Buy
207,340
+43,115
+26% +$3.19M 0.29% 84
2023
Q2 		$12.4M Buy
164,225
+9,083
+6% +$692K 0.22% 106
2023
Q1 		$11.9M Sell
155,142
-206,044
-57% -$15.6M 0.23% 106
2022
Q4 		$26.8M Sell
361,186
-40,796
-10% -$3.02M 0.55% 37
2022
Q3 		$29.5M Sell
401,982
-5,301
-1% -$410K 0.63% 28
2022
Q2 		$31.6M Sell
407,283
-23,819
-6% -$1.87M 0.64% 30
2022
Q1 		$35.3M Sell
431,102
-5,485
-1% -$463K 0.58% 33
2021
Q4 		$38.3M Buy
436,587
+37,099
+9% +$3.29M 0.58% 31
2021
Q3 		$35.7M Sell
399,488
-13,652
-3% -$1.24M 0.55% 32
2021
Q2 		$37.2M Buy
413,140
+69,324
+20% +$6.19M 0.56% 28
2021
Q1 		$30.5M Sell
343,816
-519,184
-60% -$47.1M 0.5% 35
2020
Q4 		$80.1M Buy
863,000
+5,982
+0.7% +$557K 1.44% 10
2020
Q3 		$80.1M Sell
857,018
-17,772
-2% -$1.66M 1.58% 10
2020
Q2 		$81.5M Sell
874,790
-49,959
-5% -$4.57M 1.75% 9
2020
Q1 		$82.6M Buy
924,749
+616,683
+200% +$54.7M 2.2% 2
2019
Q4 		$26.9M Buy
308,066
+36,571
+13% +$3.2M 0.56% 31
2019
Q3 		$23.9M Buy
271,495
+16,659
+7% +$1.46M 0.53% 36
2019
Q2 		$22M Buy
254,836
+15,614
+7% +$1.32M 0.5% 39
2019
Q1 		$20.1M Buy
239,222
+802
+0.3% +$66K 0.48% 43
2018
Q4 		$19.4M Buy
238,420
+8,899
+4% +$713K 0.55% 37
2018
Q3 		$18.5M Buy
229,521
+20,989
+10% +$1.7M 0.46% 43
2018
Q2 		$16.9M Buy
+208,532
New +$16.8M 0.51% 38
2014
Q1 		– Sell
-2,697
Closed -$220K – 812
2013
Q4 		$220K Buy
2,697
+248
+10% +$20.7K 0.01% 744
2013
Q3 		$204K Buy
+2,449
New +$203K 0.01% 717

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

Stephens Inc's BIV Position: Q1 2026 in Review

Stephens Inc increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 11% in Q1 2026, buying an estimated $4.74M and bringing the position to 609,591 shares worth $47M. The position accounts for 0.59% of the portfolio, ranked #31.

Stephens Inc first reported a position in BIV in Q3 2013 and has held it in 34 quarters since. The position peaked at $82.6M in Q1 2020. 1,005 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

  • Stephens Inc held 609,591 shares of Vanguard Intermediate-Term Bond ETF worth $47M as of Q1 2026.
  • Stephens Inc bought 60,858 Vanguard Intermediate-Term Bond ETF shares in Q1 2026, an estimated $4.74M.
  • Vanguard Intermediate-Term Bond ETF made up 0.59% of Stephens Inc's portfolio in Q1 2026, its #31 holding.
  • Stephens Inc first reported a position in Vanguard Intermediate-Term Bond ETF in Q3 2013 and has held it in 34 quarters since.
  • Stephens Inc's Vanguard Intermediate-Term Bond ETF position peaked at $82.6M in Q1 2020.
  • 1,005 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

Based on Stephens Inc's 13F filing for Q1 2026, filed 28 Apr 2026.