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Stonebridge Financial Group (Pennsylvania)’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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 		$226K Buy
2,944
+28
+1% +$2.15K 0.02% 255
2026
Q1 		$225K Buy
2,916
+17
+0.6% +$1.32K 0.02% 241
2025
Q4 		$226K Buy
2,899
+35
+1% +$2.74K 0.02% 232
2025
Q3 		$224K Buy
2,864
+98
+4% +$7.59K 0.02% 225
2025
Q2 		$214K Buy
+2,766
New +$211K 0.02% 229

Other funds holding BIV

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
LNC
Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania)'s BIV Position: Q2 2026 in Review

Stonebridge Financial Group (Pennsylvania) increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 0.96% in Q2 2026, buying an estimated $2.15K and bringing the position to 2,944 shares worth $226K. The position accounts for 0.02% of the portfolio, ranked #255.

Stonebridge Financial Group (Pennsylvania) first reported a position in BIV in Q2 2025 and has held it in 5 quarters since. 907 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • Stonebridge Financial Group (Pennsylvania) held 2,944 shares of Vanguard Intermediate-Term Bond ETF worth $226K as of Q2 2026.
  • Stonebridge Financial Group (Pennsylvania) bought 28 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $2.15K.
  • Vanguard Intermediate-Term Bond ETF made up 0.02% of Stonebridge Financial Group (Pennsylvania)'s portfolio in Q2 2026, its #255 holding.
  • Stonebridge Financial Group (Pennsylvania) first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • 907 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2026, filed 6 Jul 2026.