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

Strategic Wealth Partners’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	$142K	Sell	1,844 -15	-0.8%	-$1.17K	0.01%	349
2025 Q4	$145K	Buy	1,859 +6	+0.3%	+$469	0.01%	360
2025 Q3	$145K	Buy	1,853 +15	+0.8%	+$1.16K	0.01%	383
2025 Q2	$142K	Buy	+1,838	New	+$140K	0.01%	354
2023 Q3	–	Sell	-3,812	Closed	-$287K	–	286
2023 Q2	$287K	Buy	3,812 +444	+13%	+$33.8K	0.04%	249
2023 Q1	$258K	Sell	3,368 -1,940	-37%	-$147K	0.04%	228
2022 Q4	$394K	Buy	5,308 +1,902	+56%	+$141K	0.07%	191
2022 Q3	$250K	Sell	3,406 -2,502	-42%	-$194K	0.05%	239
2022 Q2	$459K	Sell	5,908 -8,050	-58%	-$631K	0.1%	161
2022 Q1	$1.14M	Sell	13,958 -9,506	-41%	-$803K	0.22%	123
2021 Q4	$2.06M	Sell	23,464 -33	-0.1%	-$2.93K	0.39%	83
2021 Q3	$2.1M	Buy	23,497 +1,243	+6%	+$113K	0.62%	39
2021 Q2	$2M	Buy	+22,254	New	+$1.99M	0.65%	38
2019 Q1	–	Sell	-76	Closed	-$6K	–	768
2018 Q4	$6K	Buy	+76	New	+$6.08K	﹤0.01%	538
2018 Q2	–	Sell	-424	Closed	-$35K	–	757
2018 Q1	$35K	Hold	424	–	–	0.02%	282
2017 Q4	$36K	Buy	+424	New	+$35.7K	0.02%	247

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 Wealth Partners's BIV Position: Q1 2026 in Review

Strategic Wealth Partners reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 0.81% in Q1 2026, selling an estimated $1.17K and leaving 1,844 shares worth $142K. The position accounts for 0.01% of the portfolio, ranked #349.

Strategic Wealth Partners first reported a position in BIV in Q4 2017 and has held it in 16 quarters since. The position peaked at $2.1M in Q3 2021. 1,005 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

Strategic Wealth Partners held 1,844 shares of Vanguard Intermediate-Term Bond ETF worth $142K as of Q1 2026.
Strategic Wealth Partners sold 15 Vanguard Intermediate-Term Bond ETF shares in Q1 2026, an estimated $1.17K.
Vanguard Intermediate-Term Bond ETF made up 0.01% of Strategic Wealth Partners's portfolio in Q1 2026, its #349 holding.
Strategic Wealth Partners first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2017 and has held it in 16 quarters since.
Strategic Wealth Partners's Vanguard Intermediate-Term Bond ETF position peaked at $2.1M in Q3 2021.
1,005 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.