Stephenson & Company’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Stephenson & Company’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	$11.7M	Buy	152,001 +9,945	+7%	+$774K	6.36%	6
2025 Q4	$11.1M	Buy	142,056 +4,679	+3%	+$366K	6.08%	6
2025 Q3	$10.7M	Buy	137,377 +940	+0.7%	+$72.8K	6.16%	6
2025 Q2	$10.6M	Buy	136,437 +1,458	+1%	+$111K	6.41%	6
2025 Q1	$10.3M	Buy	134,979 +99	+0.1%	+$7.47K	6.72%	6
2024 Q4	$10.1M	Buy	134,880 +3,171	+2%	+$241K	6.78%	6
2024 Q3	$10.3M	Sell	131,709 -424	-0.3%	-$32.7K	6.99%	6
2024 Q2	$9.9M	Buy	132,133 +1,759	+1%	+$131K	7.34%	6
2024 Q1	$9.83M	Buy	130,374 +8,040	+7%	+$606K	7.19%	6
2023 Q4	$9.34M	Buy	+122,334	New	+$8.96M	7.83%	6

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

Stephenson & Company's BIV Position: Q1 2026 in Review

Stephenson & Company increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 7% in Q1 2026, buying an estimated $774K and bringing the position to 152,001 shares worth $11.7M. The position accounts for 6.36% of the portfolio, ranked #6.

Stephenson & Company first reported a position in BIV in Q4 2023 and has held it in 10 quarters since. 1,005 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

Stephenson & Company held 152,001 shares of Vanguard Intermediate-Term Bond ETF worth $11.7M as of Q1 2026.
Stephenson & Company bought 9,945 Vanguard Intermediate-Term Bond ETF shares in Q1 2026, an estimated $774K.
Vanguard Intermediate-Term Bond ETF made up 6.36% of Stephenson & Company's portfolio in Q1 2026, its #6 holding.
Stephenson & Company first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2023 and has held it in 10 quarters since.
1,005 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

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