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

Stratos 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 		$788K Sell
10,205
-206
-2% -$16K 0.01% 888
2025
Q4 		$811K Buy
10,411
+4,061
+64% +$318K 0.01% 850
2025
Q3 		$496K Buy
6,350
+346
+6% +$26.8K 0.01% 1020
2025
Q2 		$464K Buy
6,004
+581
+11% +$44.3K 0.01% 957
2025
Q1 		$415K Sell
5,423
-2,612
-33% -$197K 0.01% 957
2024
Q4 		$600K Sell
8,035
-1,538
-16% -$117K 0.01% 860
2024
Q3 		$750K Buy
9,573
+1,974
+26% +$152K 0.01% 782
2024
Q2 		$569K Sell
7,599
-579
-7% -$43K 0.01% 858
2024
Q1 		$617K Sell
8,178
-1,584
-16% -$119K 0.01% 816
2023
Q4 		$746K Buy
9,762
+1,208
+14% +$88.5K 0.01% 724
2023
Q3 		$619K Buy
8,554
+1,859
+28% +$138K 0.01% 739
2023
Q2 		$504K Buy
6,695
+1,709
+34% +$130K 0.01% 762
2023
Q1 		$383K Sell
4,986
-11,383
-70% -$862K 0.01% 784
2022
Q4 		$1.22M Sell
16,369
-1,085
-6% -$80.4K 0.03% 460
2022
Q3 		$1.28M Sell
17,454
-1,837
-10% -$142K 0.04% 417
2022
Q2 		$1.5M Sell
19,291
-152
-0.8% -$11.9K 0.04% 384
2022
Q1 		$1.59M Sell
19,443
-481
-2% -$40.6K 0.04% 425
2021
Q4 		$1.75M Buy
19,924
+414
+2% +$36.7K 0.04% 392
2021
Q3 		$1.75M Sell
19,510
-2,941
-13% -$266K 0.04% 353
2021
Q2 		$2.02M Buy
22,451
+3,283
+17% +$293K 0.05% 338
2021
Q1 		$1.7M Sell
19,168
-591
-3% -$53.7K 0.05% 348
2020
Q4 		$1.83M Buy
19,759
+306
+2% +$28.5K 0.05% 286
2020
Q3 		$1.82M Buy
19,453
+896
+5% +$83.9K 0.06% 276
2020
Q2 		$1.73M Sell
18,557
-256
-1% -$23.4K 0.06% 275
2020
Q1 		$1.68M Buy
18,813
+10,265
+120% +$911K 0.08% 240
2019
Q4 		$746K Buy
8,548
+280
+3% +$24.5K 0.03% 476
2019
Q3 		$728K Buy
8,268
+672
+9% +$58.7K 0.03% 466
2019
Q2 		$657K Sell
7,596
-1,926
-20% -$163K 0.03% 489
2019
Q1 		$799K Sell
9,522
-379
-4% -$31.2K 0.04% 427
2018
Q4 		$805K Sell
9,901
-1,656
-14% -$133K 0.04% 386
2018
Q3 		$930K Buy
11,557
+207
+2% +$16.7K 0.04% 350
2018
Q2 		$919K Sell
11,350
-2,143
-16% -$173K 0.04% 381
2018
Q1 		$1.1M Sell
13,493
-6,990
-34% -$573K 0.05% 346
2017
Q4 		$1.72M Sell
20,483
-1,190
-5% -$100K 0.08% 253
2017
Q3 		$1.83M Sell
21,673
-279
-1% -$23.7K 0.09% 231
2017
Q2 		$1.86M Buy
21,952
+657
+3% +$55.5K 0.1% 203
2017
Q1 		$1.78M Sell
21,295
-553
-3% -$46K 0.1% 195
2016
Q4 		$1.81M Sell
21,848
-1,593
-7% -$135K 0.11% 179
2016
Q3 		$2.06M Buy
23,441
+7,708
+49% +$676K 0.14% 145
2016
Q2 		$1.39M Buy
15,733
+4,765
+43% +$412K 0.1% 181
2016
Q1 		$946K Buy
10,968
+4,321
+65% +$366K 0.08% 195
2015
Q4 		$552K Buy
6,647
+1,116
+20% +$93.9K 0.05% 276
2015
Q3 		$469K Sell
5,531
-1,440
-21% -$121K 0.06% 272
2015
Q2 		$585K Sell
6,971
-1,753
-20% -$149K 0.08% 235
2015
Q1 		$754K Buy
8,724
+2,421
+38% +$208K 0.09% 213
2014
Q4 		$534K Buy
+6,303
New +$536K 0.1% 224

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

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

Stratos Wealth Partners reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 2% in Q1 2026, selling an estimated $16K and leaving 10,205 shares worth $788K. The position accounts for 0.01% of the portfolio, ranked #888.

Stratos Wealth Partners first reported a position in BIV in Q4 2014 and has held it in 46 quarters since. The position peaked at $2.06M in Q3 2016. 1,005 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

  • Stratos Wealth Partners held 10,205 shares of Vanguard Intermediate-Term Bond ETF worth $788K as of Q1 2026.
  • Stratos Wealth Partners sold 206 Vanguard Intermediate-Term Bond ETF shares in Q1 2026, an estimated $16K.
  • Vanguard Intermediate-Term Bond ETF made up 0.01% of Stratos Wealth Partners's portfolio in Q1 2026, its #888 holding.
  • Stratos Wealth Partners first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2014 and has held it in 46 quarters since.
  • Stratos Wealth Partners's Vanguard Intermediate-Term Bond ETF position peaked at $2.06M in Q3 2016.
  • 1,005 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

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