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

Apollon 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 		$243K Buy
3,163
+108
+4% +$8.29K ﹤0.01% 1391
2026
Q1 		$236K Sell
3,055
-465
-13% -$36.2K ﹤0.01% 1243
2025
Q4 		$274K Sell
3,520
-1,202
-25% -$94K ﹤0.01% 1098
2025
Q3 		$369K Buy
4,722
+572
+14% +$44.3K 0.01% 958
2025
Q2 		$321K Sell
4,150
-1,257
-23% -$95.7K 0.01% 991
2025
Q1 		$414K Sell
5,407
-2,182
-29% -$165K 0.01% 831
2024
Q4 		$567K Sell
7,589
-6,776
-47% -$515K 0.01% 700
2024
Q3 		$1.13M Sell
14,365
-392
-3% -$30.2K 0.03% 449
2024
Q2 		$1.11M Sell
14,757
-21,078
-59% -$1.57M 0.03% 436
2024
Q1 		$2.7M Sell
35,835
-34,249
-49% -$2.58M 0.09% 220
2023
Q4 		$5.35M Buy
+70,084
New +$5.13M 0.18% 101
2021
Q3 		– Sell
-3,492
Closed -$314K – 475
2021
Q2 		$314K Sell
3,492
-2,743
-44% -$245K 0.06% 277
2021
Q1 		$553K Buy
6,235
+3,009
+93% +$273K 0.11% 189
2020
Q4 		$300K Sell
3,226
-1,626
-34% -$151K 0.08% 158
2020
Q3 		$454K Buy
4,852
+2,960
+156% +$277K 0.2% 88
2020
Q2 		$176K Buy
+1,892
New +$173K 0.1% 122

Other funds holding BIV

RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DWS
Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 20.96% 1-Year Est. Return
VFP
Verus Financial Partners Richmond, Virginia $1.17B AUM 15.91% 1-Year Est. Return
SCA
Scott Capital Advisors Portland, Oregon $639M AUM 14.51% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $587M AUM 27.44% 1-Year Est. Return
B
BetterWealth San Jose, California $565M AUM 23.16% 1-Year Est. Return
LA
LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return
FPTW
Franklin, Parlapiano, Turner & Welch Houston, Texas $442M AUM 14.73% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

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

Apollon Wealth Management increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 3.5% in Q2 2026, buying an estimated $8.29K and bringing the position to 3,163 shares worth $243K. The position accounts for ﹤0.01% of the portfolio, ranked #1391.

Apollon Wealth Management first reported a position in BIV in Q2 2020 and has held it in 16 quarters since. The position peaked at $5.35M in Q4 2023. 306 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • Apollon Wealth Management held 3,163 shares of Vanguard Intermediate-Term Bond ETF worth $243K as of Q2 2026.
  • Apollon Wealth Management bought 108 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $8.29K.
  • Vanguard Intermediate-Term Bond ETF made up ﹤0.01% of Apollon Wealth Management's portfolio in Q2 2026, its #1391 holding.
  • Apollon Wealth Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2020 and has held it in 16 quarters since.
  • Apollon Wealth Management's Vanguard Intermediate-Term Bond ETF position peaked at $5.35M in Q4 2023.
  • 306 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.