Stratos Wealth Advisors’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Stratos Wealth 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	$1.98M	Buy	25,610 +1,938	+8%	+$151K	0.12%	175
2025 Q4	$1.84M	Buy	23,672 +3,865	+20%	+$302K	0.09%	223
2025 Q3	$1.55M	Buy	19,807 +7,752	+64%	+$600K	0.07%	261
2025 Q2	$932K	Buy	12,055 +3,450	+40%	+$263K	0.05%	323
2025 Q1	$659K	Buy	8,605 +1,726	+25%	+$130K	0.04%	380
2024 Q4	$514K	Buy	6,879 +3,550	+107%	+$270K	0.02%	463
2024 Q3	$261K	Buy	+3,329	New	+$257K	0.01%	638
2022 Q2	–	Sell	-7,048	Closed	-$577K	–	508
2022 Q1	$577K	Buy	+7,048	New	+$595K	0.05%	353
2020 Q2	–	Sell	-261	Closed	-$23K	–	275
2020 Q1	$23K	Buy	+261	New	+$23.2K	0.02%	210

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 $1.73B AUM 9.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Stratos Wealth Advisors's BIV Position: Q1 2026 in Review

Stratos Wealth Advisors increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 8.2% in Q1 2026, buying an estimated $151K and bringing the position to 25,610 shares worth $1.98M. The position accounts for 0.12% of the portfolio, ranked #175.

Stratos Wealth Advisors first reported a position in BIV in Q1 2020 and has held it in 9 quarters since. 1,006 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

Stratos Wealth Advisors held 25,610 shares of Vanguard Intermediate-Term Bond ETF worth $1.98M as of Q1 2026.
Stratos Wealth Advisors bought 1,938 Vanguard Intermediate-Term Bond ETF shares in Q1 2026, an estimated $151K.
Vanguard Intermediate-Term Bond ETF made up 0.12% of Stratos Wealth Advisors's portfolio in Q1 2026, its #175 holding.
Stratos Wealth Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2020 and has held it in 9 quarters since.
1,006 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

Based on Stratos Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.