Abound Wealth Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Abound Wealth Management’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	$88K	Buy	1,147 +12	+1%	+$921	0.02%	179
2026 Q1	$87.6K	Buy	1,135 +8	+0.7%	+$623	0.02%	163
2025 Q4	$87.8K	Sell	1,127 -1,185	-51%	-$92.7K	0.02%	154
2025 Q3	$181K	Buy	2,312 +1,211	+110%	+$93.8K	0.05%	88
2025 Q2	$85.1K	Buy	1,101 +11	+1%	+$838	0.02%	143
2025 Q1	$83.4K	Buy	1,090 +7	+0.6%	+$528	0.03%	128
2024 Q4	$80.9K	Buy	1,083 +14	+1%	+$1.06K	0.03%	126
2024 Q3	$83.8K	Buy	1,069 +10	+0.9%	+$771	0.03%	121
2024 Q2	$79.3K	Buy	1,059 +9	+0.9%	+$669	0.03%	108
2024 Q1	$79.2K	Buy	1,050 +7	+0.7%	+$528	0.03%	105
2023 Q4	$79.7K	Buy	+1,043	New	+$76.4K	0.03%	105
2022 Q4	–	Sell	-26	Closed	-$1.91K	–	730
2022 Q3	$1.91K	Buy	+26	New	+$2.01K	﹤0.01%	490

Other funds holding BIV

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Abound Wealth Management's BIV Position: Q2 2026 in Review

Abound Wealth Management increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 1.1% in Q2 2026, buying an estimated $921 and bringing the position to 1,147 shares worth $88K. The position accounts for 0.02% of the portfolio, ranked #179.

Abound Wealth Management first reported a position in BIV in Q3 2022 and has held it in 12 quarters since. The position peaked at $181K in Q3 2025. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

Abound Wealth Management held 1,147 shares of Vanguard Intermediate-Term Bond ETF worth $88K as of Q2 2026.
Abound Wealth Management bought 12 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $921.
Vanguard Intermediate-Term Bond ETF made up 0.02% of Abound Wealth Management's portfolio in Q2 2026, its #179 holding.
Abound Wealth Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q3 2022 and has held it in 12 quarters since.
Abound Wealth Management's Vanguard Intermediate-Term Bond ETF position peaked at $181K in Q3 2025.
1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.