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

Ashton Thomas Securities’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 Q1	$694K	Sell	8,987 -64	-0.7%	-$4.98K	0.09%	208
2025 Q4	$705K	Buy	9,051 +329	+4%	+$25.7K	0.13%	145
2025 Q3	$681K	Sell	8,722 -1,371	-14%	-$106K	0.1%	192
2025 Q2	$781K	Buy	10,093 +20	+0.2%	+$1.52K	0.19%	128
2025 Q1	$771K	Buy	10,073 +77	+0.8%	+$5.81K	0.21%	120
2024 Q4	$747K	Buy	9,996 +152	+2%	+$11.6K	0.21%	117
2024 Q3	$771K	Buy	9,844 +264	+3%	+$20.4K	0.15%	143
2024 Q2	$740K	Buy	+9,580	New	+$712K	0.18%	132

Other funds holding BIV

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

TLFA

True Link Financial Advisors San Francisco, California $1.62B AUM 8.33% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ashton Thomas Securities's BIV Position: Q1 2026 in Review

Ashton Thomas Securities reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 0.71% in Q1 2026, selling an estimated $4.98K and leaving 8,987 shares worth $694K. The position accounts for 0.09% of the portfolio, ranked #208.

Ashton Thomas Securities first reported a position in BIV in Q2 2024 and has held it in 8 quarters since. The position peaked at $781K in Q2 2025. 1,005 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

Ashton Thomas Securities held 8,987 shares of Vanguard Intermediate-Term Bond ETF worth $694K as of Q1 2026.
Ashton Thomas Securities sold 64 Vanguard Intermediate-Term Bond ETF shares in Q1 2026, an estimated $4.98K.
Vanguard Intermediate-Term Bond ETF made up 0.09% of Ashton Thomas Securities's portfolio in Q1 2026, its #208 holding.
Ashton Thomas Securities first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2024 and has held it in 8 quarters since.
Ashton Thomas Securities's Vanguard Intermediate-Term Bond ETF position peaked at $781K in Q2 2025.
1,005 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

Based on Ashton Thomas Securities's 13F filing for Q1 2026, filed 18 May 2026.