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

StoneX 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
Q1 		$6.09M Buy
78,891
+12,368
+19% +$963K 0.33% 56
2025
Q4 		$5.18M Buy
66,523
+2,818
+4% +$220K 0.22% 81
2025
Q3 		$4.97M Buy
63,705
+5,623
+10% +$435K 0.22% 93
2025
Q2 		$4.49M Buy
58,082
+6,504
+13% +$495K 0.22% 91
2025
Q1 		$3.95M Buy
51,578
+6,637
+15% +$501K 0.22% 98
2024
Q4 		$3.36M Buy
+44,941
New +$3.42M 0.18% 108
2023
Q1 		– Sell
-51,274
Closed -$3.81M – 465
2022
Q4 		$3.81M Buy
51,274
+3,992
+8% +$296K 0.55% 30
2022
Q3 		$3.47M Buy
47,282
+6,040
+15% +$467K 0.65% 30
2022
Q2 		$3.2M Buy
41,242
+4,194
+11% +$329K 0.52% 36
2022
Q1 		$3.03M Buy
37,048
+6,142
+20% +$519K 0.29% 67
2021
Q4 		$2.71M Sell
30,906
-2,026
-6% -$180K 0.31% 67
2021
Q3 		$2.94M Buy
32,932
+3,503
+12% +$317K 0.42% 47
2021
Q2 		$2.65M Buy
29,429
+438
+2% +$39.1K 0.39% 47
2021
Q1 		$2.57M Buy
28,991
+1,120
+4% +$102K 0.46% 36
2020
Q4 		$2.59M Buy
27,871
+11,682
+72% +$1.09M 0.57% 29
2020
Q3 		$1.51M Buy
16,189
+9,907
+158% +$928K 0.49% 40
2020
Q2 		$585K Buy
6,282
+1,883
+43% +$172K 0.22% 124
2020
Q1 		$393K Buy
+4,399
New +$390K 0.21% 143
2018
Q1 		– Sell
-4,943
Closed -$414K – 211
2017
Q4 		$414K Buy
4,943
+136
+3% +$11.5K 0.43% 76
2017
Q3 		$407K Buy
4,807
+1,535
+47% +$130K 0.51% 70
2017
Q2 		$277K Buy
+3,272
New +$276K 0.09% 298

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

StoneX Group's BIV Position: Q1 2026 in Review

StoneX Group increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 19% in Q1 2026, buying an estimated $963K and bringing the position to 78,891 shares worth $6.09M. The position accounts for 0.33% of the portfolio, ranked #56.

StoneX Group first reported a position in BIV in Q2 2017 and has held it in 21 quarters since. 1,005 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

  • StoneX Group held 78,891 shares of Vanguard Intermediate-Term Bond ETF worth $6.09M as of Q1 2026.
  • StoneX Group bought 12,368 Vanguard Intermediate-Term Bond ETF shares in Q1 2026, an estimated $963K.
  • Vanguard Intermediate-Term Bond ETF made up 0.33% of StoneX Group's portfolio in Q1 2026, its #56 holding.
  • StoneX Group first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2017 and has held it in 21 quarters since.
  • 1,005 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

Based on StoneX Group's 13F filing for Q1 2026, filed 14 May 2026.