Aegis Wealth Management (Maryland)’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Aegis Wealth Management (Maryland)’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	$270K	Sell	3,524 -80	-2%	-$6.14K	0.13%	137
2026 Q1	$278K	Hold	3,604	–	–	0.16%	101
2025 Q4	$281K	Buy	3,604 +513	+17%	+$40.1K	0.16%	103
2025 Q3	$241K	Hold	3,091	–	–	0.13%	113
2025 Q2	$237K	Hold	3,091	–	–	0.14%	107
2025 Q1	$237K	Hold	3,091	–	–	0.14%	112
2024 Q4	$231K	Buy	+3,091	New	+$235K	0.16%	101

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

Aegis Wealth Management (Maryland)'s BIV Position: Q2 2026 in Review

Aegis Wealth Management (Maryland) reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 2.2% in Q2 2026, selling an estimated $6.14K and leaving 3,524 shares worth $270K. The position accounts for 0.13% of the portfolio, ranked #137.

Aegis Wealth Management (Maryland) first reported a position in BIV in Q4 2024 and has held it in 7 quarters since. The position peaked at $281K in Q4 2025. 1,014 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

Aegis Wealth Management (Maryland) held 3,524 shares of Vanguard Intermediate-Term Bond ETF worth $270K as of Q2 2026.
Aegis Wealth Management (Maryland) sold 80 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $6.14K.
Vanguard Intermediate-Term Bond ETF made up 0.13% of Aegis Wealth Management (Maryland)'s portfolio in Q2 2026, its #137 holding.
Aegis Wealth Management (Maryland) first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2024 and has held it in 7 quarters since.
Aegis Wealth Management (Maryland)'s Vanguard Intermediate-Term Bond ETF position peaked at $281K in Q4 2025.
1,014 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Aegis Wealth Management (Maryland)'s 13F filing for Q2 2026, filed 7 Aug 2026.