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

WealthShield 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 		$103K Hold
1,339
– – 0.01% 401
2025
Q4 		$104K Sell
1,339
-282
-17% -$22.1K 0.01% 388
2025
Q3 		$127K Hold
1,621
– – 0.01% 371
2025
Q2 		$125K Buy
1,621
+4
+0.2% +$305 0.02% 358
2025
Q1 		$124K Buy
1,617
+1,491
+1,183% +$112K 0.02% 352
2024
Q4 		$9.42K Hold
126
– – ﹤0.01% 449
2024
Q3 		$9.88K Hold
126
– – ﹤0.01% 448
2024
Q2 		$9.44K Hold
126
– – ﹤0.01% 426
2024
Q1 		$9.5K Sell
126
-435
-78% -$32.8K ﹤0.01% 425
2023
Q4 		$42.8K Sell
561
-1,855
-77% -$136K 0.01% 369
2023
Q3 		$175K Hold
2,416
– – 0.03% 298
2023
Q2 		$182K Hold
2,416
– – 0.03% 301
2023
Q1 		$185K Buy
+2,416
New +$183K 0.03% 297
2021
Q3 		– Sell
-266
Closed -$24K – 288
2021
Q2 		$24K Buy
+266
New +$23.8K ﹤0.01% 619
2021
Q1 		– Sell
-2,691
Closed -$244K – 1139
2020
Q4 		$250K Sell
2,691
-2,615
-49% -$244K 0.05% 255
2020
Q3 		$496K Buy
5,306
+349
+7% +$32.7K 0.17% 131
2020
Q2 		$462K Buy
4,957
+1,281
+35% +$117K 0.21% 109
2020
Q1 		$328K Buy
3,676
+1,307
+55% +$116K 0.2% 109
2019
Q4 		$207K Buy
2,369
+341
+17% +$29.9K 0.1% 175
2019
Q3 		$178K Buy
2,028
+1,417
+232% +$124K 0.09% 168
2019
Q2 		$53K Hold
611
– – 0.03% 176
2019
Q1 		$51K Sell
611
-2
-0.3% -$165 0.03% 192
2018
Q4 		$50K Sell
613
-640
-51% -$51.2K 0.03% 162
2018
Q3 		$101K Buy
+1,253
New +$101K 0.06% 149
2018
Q2 		– Sell
-1,358
Closed -$111K – 243
2018
Q1 		$111K Sell
1,358
-1,349
-50% -$111K 0.07% 130
2017
Q4 		$226K Buy
+2,707
New +$228K 0.14% 122

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 $1.62B AUM 8.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

WealthShield Partners's BIV Position: Q1 2026 in Review

WealthShield Partners held its Vanguard Intermediate-Term Bond ETF (BIV) position steady in Q1 2026 at 1,339 shares worth $103K. The position accounts for 0.01% of the portfolio, ranked #401.

WealthShield Partners first reported a position in BIV in Q4 2017 and has held it in 26 quarters since. The position peaked at $496K in Q3 2020. 1,006 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

  • WealthShield Partners held 1,339 shares of Vanguard Intermediate-Term Bond ETF worth $103K as of Q1 2026.
  • WealthShield Partners left its Vanguard Intermediate-Term Bond ETF share count unchanged in Q1 2026.
  • Vanguard Intermediate-Term Bond ETF made up 0.01% of WealthShield Partners's portfolio in Q1 2026, its #401 holding.
  • WealthShield Partners first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2017 and has held it in 26 quarters since.
  • WealthShield Partners's Vanguard Intermediate-Term Bond ETF position peaked at $496K in Q3 2020.
  • 1,006 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

Based on WealthShield Partners's 13F filing for Q1 2026, filed 1 May 2026.