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

Tranquilli Financial Advisor’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 		$769K Sell
9,967
-8,320
-45% -$648K 0.45% 57
2025
Q4 		$1.42M Sell
18,287
-10,235
-36% -$800K 0.83% 33
2025
Q3 		$2.23M Sell
28,522
-13,651
-32% -$1.06M 1.32% 25
2025
Q2 		$3.26M Sell
42,173
-7,073
-14% -$539K 2.02% 17
2025
Q1 		$3.77M Buy
49,246
+15,002
+44% +$1.13M 2.39% 14
2024
Q4 		$2.56M Buy
34,244
+14,937
+77% +$1.14M 1.62% 18
2024
Q3 		$1.51M Buy
19,307
+6,849
+55% +$528K 0.95% 28
2024
Q2 		$925K Sell
12,458
-7,727
-38% -$574K 0.62% 44
2024
Q1 		$1.52M Sell
20,185
-11,860
-37% -$894K 1.02% 26
2023
Q4 		$2.45M Buy
+32,045
New +$2.35M 1.73% 11
2023
Q3 		– Sell
-44,211
Closed -$3.33M – 97
2023
Q2 		$3.33M Buy
+44,211
New +$3.37M 2.35% 10
2022
Q1 		– Sell
-6,344
Closed -$556K – 82
2021
Q4 		$556K Buy
6,344
+53
+0.8% +$4.7K 0.39% 48
2021
Q3 		$563K Sell
6,291
-230
-4% -$20.8K 0.42% 42
2021
Q2 		$587K Sell
6,521
-37
-0.6% -$3.31K 0.44% 41
2021
Q1 		$582K Sell
6,558
-11,965
-65% -$1.09M 0.47% 40
2020
Q4 		$1.72M Buy
+18,523
New +$1.73M 1.56% 26

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 $1.73B AUM 9.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Tranquilli Financial Advisor's BIV Position: Q1 2026 in Review

Tranquilli Financial Advisor reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 45% in Q1 2026, selling an estimated $648K and leaving 9,967 shares worth $769K. The position accounts for 0.45% of the portfolio, ranked #57.

Tranquilli Financial Advisor first reported a position in BIV in Q4 2020 and has held it in 16 quarters since. The position peaked at $3.77M in Q1 2025. 1,006 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

  • Tranquilli Financial Advisor held 9,967 shares of Vanguard Intermediate-Term Bond ETF worth $769K as of Q1 2026.
  • Tranquilli Financial Advisor sold 8,320 Vanguard Intermediate-Term Bond ETF shares in Q1 2026, an estimated $648K.
  • Vanguard Intermediate-Term Bond ETF made up 0.45% of Tranquilli Financial Advisor's portfolio in Q1 2026, its #57 holding.
  • Tranquilli Financial Advisor first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2020 and has held it in 16 quarters since.
  • Tranquilli Financial Advisor's Vanguard Intermediate-Term Bond ETF position peaked at $3.77M in Q1 2025.
  • 1,006 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

Based on Tranquilli Financial Advisor's 13F filing for Q1 2026, filed 11 May 2026.