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Stonebridge Financial Group, LLC/CA’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Stonebridge Financial Group, LLC/CA’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
Q2 		$4.11M Buy
+53,563
New +$4.11M 0.57% 42

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EWA
EP Wealth Advisors Torrance, California $26.2B AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 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 $445B AUM 25.58% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
LNC
Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Stonebridge Financial Group, LLC/CA's BIV Position: Q2 2026 in Review

Stonebridge Financial Group, LLC/CA opened a new position in Vanguard Intermediate-Term Bond ETF (BIV) in Q2 2026: 53,563 shares worth $4.11M. The stake represents 0.57% of the portfolio and ranks #42 among its holdings.

903 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • Stonebridge Financial Group, LLC/CA held 53,563 shares of Vanguard Intermediate-Term Bond ETF worth $4.11M as of Q2 2026.
  • Vanguard Intermediate-Term Bond ETF was a new Stonebridge Financial Group, LLC/CA position in Q2 2026.
  • Vanguard Intermediate-Term Bond ETF made up 0.57% of Stonebridge Financial Group, LLC/CA's portfolio in Q2 2026, its #42 holding.
  • 903 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Stonebridge Financial Group, LLC/CA's 13F filing for Q2 2026, filed 13 Aug 2026.