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

Stonebridge 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 Q2	$4.11M	Buy	+53,563	New	+$4.11M	0.57%	42

Other funds holding BIV

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Stonebridge Financial Group opened a new position in Vanguard Intermediate-Term Bond ETF (BIV) in Q2 2026: 53,563 shares worth $4.11M. The stake represents 0.57% of the portfolio and ranks #42 among its holdings.

988 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

Stonebridge Financial Group held 53,563 shares of Vanguard Intermediate-Term Bond ETF worth $4.11M as of Q2 2026.
Vanguard Intermediate-Term Bond ETF was a new Stonebridge Financial Group position in Q2 2026.
Vanguard Intermediate-Term Bond ETF made up 0.57% of Stonebridge Financial Group's portfolio in Q2 2026, its #42 holding.
988 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Stonebridge Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.