Strategic Advocates’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Strategic Advocates’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	$1.14M	Sell	14,767 -348,615	-96%	-$27.1M	5.04%	4
2025 Q4	$28.4M	Sell	363,382 -481	-0.1%	-$37.6K	7.26%	4
2025 Q3	$28.4M	Buy	363,863 +17,693	+5%	+$1.37M	7.4%	3
2025 Q2	$26.8M	Buy	346,170 +635	+0.2%	+$48.4K	7.95%	3
2025 Q1	$26.5M	Buy	345,535 +7,727	+2%	+$583K	9.19%	1
2024 Q4	$25.2M	Buy	337,808 +22,316	+7%	+$1.7M	8.52%	3
2024 Q3	$24.7M	Buy	315,492 +18,389	+6%	+$1.42M	8.85%	1
2024 Q2	$22.3M	Buy	297,103 +11,967	+4%	+$889K	8.83%	2
2024 Q1	$21.5M	Buy	285,136 +154,895	+119%	+$11.7M	8.28%	1
2023 Q4	$9.95M	Buy	130,241 +80,555	+162%	+$5.9M	4.23%	6
2023 Q3	$3.59M	Buy	+49,686	New	+$3.68M	1.69%	16

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

Strategic Advocates's BIV Position: Q1 2026 in Review

Strategic Advocates reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 96% in Q1 2026, selling an estimated $27.1M and leaving 14,767 shares worth $1.14M. The position accounts for 5.04% of the portfolio, ranked #4.

Strategic Advocates first reported a position in BIV in Q3 2023 and has held it in 11 quarters since. The position peaked at $28.4M in Q3 2025. 1,005 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

Strategic Advocates held 14,767 shares of Vanguard Intermediate-Term Bond ETF worth $1.14M as of Q1 2026.
Strategic Advocates sold 348,615 Vanguard Intermediate-Term Bond ETF shares in Q1 2026, an estimated $27.1M.
Vanguard Intermediate-Term Bond ETF made up 5.04% of Strategic Advocates's portfolio in Q1 2026, its #4 holding.
Strategic Advocates first reported a position in Vanguard Intermediate-Term Bond ETF in Q3 2023 and has held it in 11 quarters since.
Strategic Advocates's Vanguard Intermediate-Term Bond ETF position peaked at $28.4M in Q3 2025.
1,005 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

Based on Strategic Advocates's 13F filing for Q1 2026, filed 15 May 2026.