United Advisor Group’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

United Advisor Group’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	$226K	Sell	2,923 -2	-0.1%	-$156	0.03%	464
2025 Q4	$228K	Buy	2,925 +168	+6%	+$13.1K	0.03%	448
2025 Q3	$215K	Buy	2,757 +10	+0.4%	+$774	0.03%	431
2025 Q2	$212K	Buy	2,747 +131	+5%	+$9.98K	0.04%	367
2025 Q1	$200K	Buy	+2,616	New	+$197K	0.04%	341
2024 Q4	–	Sell	-2,621	Closed	-$205K	–	368
2024 Q3	$205K	Buy	+2,621	New	+$202K	0.05%	332
2024 Q1	–	Sell	-526	Closed	-$204K	–	211
2023 Q4	$204K	Buy	+526	New	+$38.5K	0.25%	53

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 $1.62B AUM 8.33% 1-Year Est. Return

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

United Advisor Group's BIV Position: Q1 2026 in Review

United Advisor Group reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 0.07% in Q1 2026, selling an estimated $156 and leaving 2,923 shares worth $226K. The position accounts for 0.03% of the portfolio, ranked #464.

United Advisor Group first reported a position in BIV in Q4 2023 and has held it in 7 quarters since. The position peaked at $228K in Q4 2025. 1,005 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

United Advisor Group held 2,923 shares of Vanguard Intermediate-Term Bond ETF worth $226K as of Q1 2026.
United Advisor Group sold 2 Vanguard Intermediate-Term Bond ETF shares in Q1 2026, an estimated $156.
Vanguard Intermediate-Term Bond ETF made up 0.03% of United Advisor Group's portfolio in Q1 2026, its #464 holding.
United Advisor Group first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2023 and has held it in 7 quarters since.
United Advisor Group's Vanguard Intermediate-Term Bond ETF position peaked at $228K in Q4 2025.
1,005 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

Based on United Advisor Group's 13F filing for Q1 2026, filed 17 Apr 2026.