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Ashton Thomas Private Wealth’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Ashton Thomas Private Wealth’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 		$21.7M Buy
282,994
+9,173
+3% +$704K 0.45% 45
2026
Q1 		$21.1M Buy
273,821
+61,607
+29% +$4.8M 0.5% 44
2025
Q4 		$16.5M Buy
212,214
+25,682
+14% +$2.01M 0.4% 54
2025
Q3 		$14.6M Buy
186,532
+19,384
+12% +$1.5M 0.38% 58
2025
Q2 		$12.9M Buy
167,148
+1,692
+1% +$129K 0.46% 48
2025
Q1 		$12.7M Buy
165,456
+5,387
+3% +$406K 0.48% 47
2024
Q4 		$12M Buy
160,069
+109,352
+216% +$8.31M 0.46% 45
2024
Q3 		$3.97M Buy
50,717
+9,303
+22% +$717K 0.21% 118
2024
Q2 		$3.1M Buy
41,414
+8,412
+25% +$625K 0.17% 139
2024
Q1 		$2.49M Sell
33,002
-1,659
-5% -$125K 0.14% 177
2023
Q4 		$2.65M Sell
34,661
-563
-2% -$41.2K 0.17% 163
2023
Q3 		$2.55M Buy
35,224
+16,092
+84% +$1.19M 0.19% 151
2023
Q2 		$1.44M Buy
19,132
+1,513
+9% +$115K 0.11% 209
2023
Q1 		$1.35M Buy
17,619
+8,710
+98% +$660K 0.12% 208
2022
Q4 		$662K Sell
8,909
-1,816
-17% -$135K 0.07% 302
2022
Q3 		$788K Buy
10,725
+165
+2% +$12.8K 0.09% 242
2022
Q2 		$820K Buy
10,560
+170
+2% +$13.3K 0.09% 240
2022
Q1 		$851K Buy
10,390
+3,950
+61% +$334K 0.07% 271
2021
Q4 		$564K Buy
+6,440
New +$571K 0.05% 318

Other funds holding BIV

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Ashton Thomas Private Wealth's BIV Position: Q2 2026 in Review

Ashton Thomas Private Wealth increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 3.3% in Q2 2026, buying an estimated $704K and bringing the position to 282,994 shares worth $21.7M. The position accounts for 0.45% of the portfolio, ranked #45.

Ashton Thomas Private Wealth first reported a position in BIV in Q4 2021 and has held it in 19 quarters since. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • Ashton Thomas Private Wealth held 282,994 shares of Vanguard Intermediate-Term Bond ETF worth $21.7M as of Q2 2026.
  • Ashton Thomas Private Wealth bought 9,173 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $704K.
  • Vanguard Intermediate-Term Bond ETF made up 0.45% of Ashton Thomas Private Wealth's portfolio in Q2 2026, its #45 holding.
  • Ashton Thomas Private Wealth first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.