Asset Allocation Strategies’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Asset Allocation Strategies’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	$852K	Buy	11,112 +1,471	+15%	+$113K	0.13%	96
2026 Q1	$744K	Sell	9,641 -883	-8%	-$68.7K	0.13%	98
2025 Q4	$820K	Sell	10,524 -3,127	-23%	-$245K	0.15%	83
2025 Q3	$1.07M	Sell	13,651 -8,689	-39%	-$673K	0.21%	79
2025 Q2	$1.73M	Sell	22,340 -459	-2%	-$35K	0.38%	62
2025 Q1	$1.75M	Buy	22,799 +2,008	+10%	+$151K	0.43%	56
2024 Q4	$1.55M	Buy	20,791 +11,297	+119%	+$859K	0.37%	61
2024 Q3	$744K	Buy	+9,494	New	+$732K	0.21%	75

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

Asset Allocation Strategies's BIV Position: Q2 2026 in Review

Asset Allocation Strategies increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 15% in Q2 2026, buying an estimated $113K and bringing the position to 11,112 shares worth $852K. The position accounts for 0.13% of the portfolio, ranked #96.

Asset Allocation Strategies first reported a position in BIV in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.75M in Q1 2025. 1,020 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

Asset Allocation Strategies held 11,112 shares of Vanguard Intermediate-Term Bond ETF worth $852K as of Q2 2026.
Asset Allocation Strategies bought 1,471 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $113K.
Vanguard Intermediate-Term Bond ETF made up 0.13% of Asset Allocation Strategies's portfolio in Q2 2026, its #96 holding.
Asset Allocation Strategies first reported a position in Vanguard Intermediate-Term Bond ETF in Q3 2024 and has held it in 8 quarters since.
Asset Allocation Strategies's Vanguard Intermediate-Term Bond ETF position peaked at $1.75M in Q1 2025.
1,020 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Asset Allocation Strategies's 13F filing for Q2 2026, filed 17 Aug 2026.