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Symphony Financial’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Symphony Financial’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
Q2 		$218K Hold
2,834
– – 0.02% 338
2026
Q1 		$218K Sell
2,834
-19
-0.7% -$1.48K 0.03% 291
2025
Q4 		$223K Buy
2,853
+12
+0.4% +$938 0.03% 269
2025
Q3 		$222K Hold
2,841
– – 0.03% 254
2025
Q2 		$219K Buy
+2,841
New +$216K 0.03% 241
2025
Q1 		– Sell
-2,831
Closed -$212K – 106
2024
Q4 		$212K Hold
2,831
– – 0.03% 215
2024
Q3 		$222K Hold
2,831
– – 0.04% 206
2024
Q2 		$213K Hold
2,831
– – 0.04% 198
2024
Q1 		$213K Hold
2,831
– – 0.05% 180
2023
Q4 		$215K Sell
2,831
-625
-18% -$45.8K 0.05% 184
2023
Q3 		$247K Hold
3,456
– – 0.06% 139
2023
Q2 		$259K Buy
3,456
+100
+3% +$7.62K 0.06% 164
2023
Q1 		$256K Sell
3,356
-36
-1% -$2.73K 0.07% 184
2022
Q4 		$255K Sell
3,392
-132
-4% -$9.78K 0.07% 177
2022
Q3 		$259K Sell
3,524
-29
-0.8% -$2.24K 0.08% 170
2022
Q2 		$274K Buy
3,553
+44
+1% +$3.45K 0.08% 160
2022
Q1 		$281K Sell
3,509
-142
-4% -$12K 0.07% 165
2021
Q4 		$318K Buy
3,651
+31
+0.9% +$2.75K 0.09% 142
2021
Q3 		$324K Sell
3,620
-242
-6% -$21.9K 0.11% 130
2021
Q2 		$348K Buy
3,862
+388
+11% +$34.7K 0.12% 127
2021
Q1 		$308K Buy
3,474
+105
+3% +$9.54K 0.08% 152
2020
Q4 		$313K Buy
3,369
+404
+14% +$37.6K 0.11% 123
2020
Q3 		$277K Buy
2,965
+6
+0.2% +$562 0.11% 110
2020
Q2 		$276K Buy
2,959
+506
+21% +$46.3K 0.13% 115
2020
Q1 		$218K Buy
+2,453
New +$218K 0.15% 86

Other funds holding BIV

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Symphony Financial's BIV Position: Q2 2026 in Review

Symphony Financial held its Vanguard Intermediate-Term Bond ETF (BIV) position steady in Q2 2026 at 2,834 shares worth $218K. The position accounts for 0.02% of the portfolio, ranked #338.

Symphony Financial first reported a position in BIV in Q1 2020 and has held it in 25 quarters since. The position peaked at $348K in Q2 2021. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • Symphony Financial held 2,834 shares of Vanguard Intermediate-Term Bond ETF worth $218K as of Q2 2026.
  • Symphony Financial left its Vanguard Intermediate-Term Bond ETF share count unchanged in Q2 2026.
  • Vanguard Intermediate-Term Bond ETF made up 0.02% of Symphony Financial's portfolio in Q2 2026, its #338 holding.
  • Symphony Financial first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2020 and has held it in 25 quarters since.
  • Symphony Financial's Vanguard Intermediate-Term Bond ETF position peaked at $348K in Q2 2021.
  • 1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Symphony Financial's 13F filing for Q2 2026, filed 4 Aug 2026.