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True Link Financial Advisors’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

True Link Financial 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 		$414M Buy
5,357,768
+132,227
+3% +$10.3M 25.54% 1
2025
Q4 		$407M Buy
5,225,541
+373,290
+8% +$29.2M 24.72% 1
2025
Q3 		$379M Buy
4,852,251
+289,758
+6% +$22.4M 24.38% 1
2025
Q2 		$353M Buy
4,562,493
+159,670
+4% +$12.2M 24.35% 1
2025
Q1 		$337M Buy
4,402,823
+449,895
+11% +$33.9M 25.16% 1
2024
Q4 		$295M Buy
3,952,928
+245,701
+7% +$18.7M 24.79% 1
2024
Q3 		$291M Buy
3,707,227
+894,519
+32% +$69M 24.67% 1
2024
Q2 		$211M Buy
2,812,708
+113,418
+4% +$8.43M 19.54% 2
2024
Q1 		$204M Buy
2,699,290
+713,168
+36% +$53.8M 19.51% 2
2023
Q4 		$152M Buy
1,986,122
+706,134
+55% +$51.7M 16.42% 2
2023
Q3 		$92.6M Buy
1,279,988
+740,013
+137% +$54.7M 11.1% 3
2023
Q2 		$40.6M Buy
539,975
+232,033
+75% +$17.7M 4.91% 4
2023
Q1 		$23.6M Buy
307,942
+302,129
+5,197% +$22.9M 2.96% 13
2022
Q4 		$432K Buy
5,813
+71
+1% +$5.26K 0.06% 80
2022
Q3 		$422K Sell
5,742
-748
-12% -$57.9K 0.06% 90
2022
Q2 		$504K Sell
6,490
-527,844
-99% -$41.4M 0.08% 83
2022
Q1 		$43.8M Buy
534,334
+4,027
+0.8% +$340K 6.33% 5
2021
Q4 		$46.5M Sell
530,307
-116,387
-18% -$10.3M 6.2% 4
2021
Q3 		$57.8M Buy
646,694
+30,934
+5% +$2.8M 7.94% 3
2021
Q2 		$55.4M Sell
615,760
-5,966
-1% -$533K 8.12% 3
2021
Q1 		$55.2M Buy
621,726
+153,367
+33% +$13.9M 8% 2
2020
Q4 		$43.5M Buy
+468,359
New +$43.6M 6.81% 4

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

True Link Financial Advisors's BIV Position: Q1 2026 in Review

True Link Financial Advisors increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 2.5% in Q1 2026, buying an estimated $10.3M and bringing the position to 5,357,768 shares worth $414M. The position accounts for 25.54% of the portfolio, ranked #1.

True Link Financial Advisors first reported a position in BIV in Q4 2020 and has held it in 22 quarters since. 1,005 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

  • True Link Financial Advisors held 5,357,768 shares of Vanguard Intermediate-Term Bond ETF worth $414M as of Q1 2026.
  • True Link Financial Advisors bought 132,227 Vanguard Intermediate-Term Bond ETF shares in Q1 2026, an estimated $10.3M.
  • Vanguard Intermediate-Term Bond ETF made up 25.54% of True Link Financial Advisors's portfolio in Q1 2026, its #1 holding.
  • True Link Financial Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2020 and has held it in 22 quarters since.
  • 1,005 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

Based on True Link Financial Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.