WealthCare Investment Partners’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

WealthCare Investment 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	$748K	Sell	9,702 -206	-2%	-$16K	0.21%	93
2025 Q4	$771K	Buy	9,908 +266	+3%	+$20.8K	0.22%	88
2025 Q3	$753K	Buy	9,642 +142	+1%	+$11K	0.24%	85
2025 Q2	$729K	Buy	9,500 +96	+1%	+$7.31K	0.26%	79
2025 Q1	$711K	Buy	9,404 +3,225	+52%	+$243K	0.3%	69
2024 Q4	$462K	Buy	6,179 +224	+4%	+$17K	0.2%	97
2024 Q3	$459K	Buy	5,955 +1,293	+28%	+$99.7K	0.2%	95
2024 Q2	$349K	Buy	4,662 +710	+18%	+$52.8K	0.16%	100
2024 Q1	$298K	Buy	3,952 +645	+20%	+$48.6K	0.14%	103
2023 Q4	$251K	Buy	3,307 +15	+0.5%	+$1.1K	0.14%	111
2023 Q3	$236K	Buy	3,292 +38	+1%	+$2.81K	0.14%	102
2023 Q2	$242K	Buy	3,254 +31	+1%	+$2.36K	0.15%	102
2023 Q1	$247K	Sell	3,223 -142	-4%	-$10.8K	0.15%	105
2022 Q4	$250K	Sell	3,365 -939	-22%	-$69.6K	0.17%	99
2022 Q3	$316K	Buy	4,304 +273	+7%	+$21.1K	0.26%	81
2022 Q2	$313K	Sell	4,031 -54	-1%	-$4.23K	0.27%	78
2022 Q1	$327K	Buy	4,085 +65	+2%	+$5.49K	0.29%	73
2021 Q4	$352K	Buy	+4,020	New	+$357K	0.34%	69

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 $1.73B AUM 9.28% 1-Year Est. Return

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

WealthCare Investment Partners's BIV Position: Q1 2026 in Review

WealthCare Investment Partners reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 2.1% in Q1 2026, selling an estimated $16K and leaving 9,702 shares worth $748K. The position accounts for 0.21% of the portfolio, ranked #93.

WealthCare Investment Partners first reported a position in BIV in Q4 2021 and has held it in 18 quarters since. The position peaked at $771K in Q4 2025. 1,006 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

WealthCare Investment Partners held 9,702 shares of Vanguard Intermediate-Term Bond ETF worth $748K as of Q1 2026.
WealthCare Investment Partners sold 206 Vanguard Intermediate-Term Bond ETF shares in Q1 2026, an estimated $16K.
Vanguard Intermediate-Term Bond ETF made up 0.21% of WealthCare Investment Partners's portfolio in Q1 2026, its #93 holding.
WealthCare Investment Partners first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2021 and has held it in 18 quarters since.
WealthCare Investment Partners's Vanguard Intermediate-Term Bond ETF position peaked at $771K in Q4 2025.
1,006 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

Based on WealthCare Investment Partners's 13F filing for Q1 2026, filed 9 Apr 2026.