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

Strategic Investment Advisors’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	$3.36M	Buy	43,473 +18,392	+73%	+$1.43M	0.23%	56
2025 Q4	$1.95M	Sell	25,081 -349	-1%	-$27.3K	0.17%	65
2025 Q3	$1.99M	Sell	25,430 -1,140	-4%	-$88.3K	0.18%	65
2025 Q2	$2.05M	Sell	26,570 -1,192	-4%	-$90.8K	0.2%	56
2025 Q1	$2.13M	Buy	27,762 +1,002	+4%	+$75.6K	0.23%	57
2024 Q4	$2M	Buy	26,760 +747	+3%	+$56.8K	0.21%	63
2024 Q3	$2.04M	Buy	26,013 +500	+2%	+$38.5K	0.22%	64
2024 Q2	$1.91M	Buy	25,513 +977	+4%	+$72.6K	0.23%	62
2024 Q1	$1.85M	Buy	24,536 +1,156	+5%	+$87.1K	0.24%	62
2023 Q4	$1.79M	Buy	23,380 +155	+0.7%	+$11.4K	0.26%	62
2023 Q3	$1.68M	Buy	23,225 +894	+4%	+$66.1K	0.28%	54
2023 Q2	$1.68M	Sell	22,331 -417	-2%	-$31.8K	0.23%	46
2023 Q1	$1.75M	Sell	22,748 -860	-4%	-$65.1K	0.32%	51
2022 Q4	$1.75M	Sell	23,608 -5,478	-19%	-$406K	0.36%	49
2022 Q3	$2.14M	Sell	29,086 -14,627	-33%	-$1.13M	0.48%	36
2022 Q2	$3.39M	Buy	43,713 +107	+0.2%	+$8.39K	0.68%	28
2022 Q1	$3.57M	Buy	43,606 +4,124	+10%	+$348K	0.67%	31
2021 Q4	$3.46M	Buy	39,482 +1,354	+4%	+$120K	0.67%	33
2021 Q3	$3.41M	Buy	38,128 +1,256	+3%	+$114K	0.75%	32
2021 Q2	$3.32M	Buy	36,872 +3,490	+10%	+$312K	0.76%	32
2021 Q1	$2.96M	Buy	33,382 +6,029	+22%	+$548K	0.77%	32
2020 Q4	$2.54M	Buy	27,353 +2,258	+9%	+$210K	0.73%	36
2020 Q3	$2.35M	Buy	25,095 +2,789	+13%	+$261K	0.79%	34
2020 Q2	$2.08M	Buy	22,306 +4,111	+23%	+$376K	0.78%	38
2020 Q1	$1.63M	Buy	18,195 +2,110	+13%	+$187K	0.75%	39
2019 Q4	$1.4M	Buy	16,085 +2,014	+14%	+$176K	0.58%	43
2019 Q3	$1.24M	Buy	14,071 +1,957	+16%	+$171K	0.59%	40
2019 Q2	$1.05M	Buy	12,114 +2,493	+26%	+$211K	0.57%	45
2019 Q1	$808K	Buy	9,621 +692	+8%	+$57K	0.55%	45
2018 Q4	$726K	Buy	+8,929	New	+$715K	0.65%	39

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 Investment Advisors's BIV Position: Q1 2026 in Review

Strategic Investment Advisors increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 73% in Q1 2026, buying an estimated $1.43M and bringing the position to 43,473 shares worth $3.36M. The position accounts for 0.23% of the portfolio, ranked #56.

Strategic Investment Advisors first reported a position in BIV in Q4 2018 and has held it in 30 quarters since. The position peaked at $3.57M in Q1 2022. 1,005 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

Strategic Investment Advisors held 43,473 shares of Vanguard Intermediate-Term Bond ETF worth $3.36M as of Q1 2026.
Strategic Investment Advisors bought 18,392 Vanguard Intermediate-Term Bond ETF shares in Q1 2026, an estimated $1.43M.
Vanguard Intermediate-Term Bond ETF made up 0.23% of Strategic Investment Advisors's portfolio in Q1 2026, its #56 holding.
Strategic Investment Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2018 and has held it in 30 quarters since.
Strategic Investment Advisors's Vanguard Intermediate-Term Bond ETF position peaked at $3.57M in Q1 2022.
1,005 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

Based on Strategic Investment Advisors's 13F filing for Q1 2026, filed 18 May 2026.