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

Avion 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	$3K	Hold	43	–	–	﹤0.01%	911
2026 Q1	$3K	Hold	43	–	–	﹤0.01%	755
2025 Q4	$3K	Hold	43	–	–	﹤0.01%	758
2025 Q3	$3K	Buy	+43	New	+$3.33K	﹤0.01%	723
2024 Q4	–	Sell	-401	Closed	-$31K	–	1017
2024 Q3	$31K	Buy	401 +360	+878%	+$27.8K	0.01%	209
2024 Q2	$3K	Hold	41	–	–	﹤0.01%	544
2024 Q1	$4K	Hold	41	–	–	﹤0.01%	491
2023 Q4	$3K	Hold	41	–	–	﹤0.01%	468
2023 Q3	$2K	Hold	41	–	–	﹤0.01%	456
2023 Q2	$3K	Hold	41	–	–	﹤0.01%	407
2023 Q1	$3K	Hold	41	–	–	﹤0.01%	343
2022 Q4	$3K	Hold	41	–	–	﹤0.01%	350
2022 Q3	$3K	Hold	41	–	–	﹤0.01%	362
2022 Q2	$3K	Hold	41	–	–	﹤0.01%	359
2022 Q1	$3K	Hold	41	–	–	﹤0.01%	313
2021 Q4	$4K	Hold	41	–	–	﹤0.01%	296
2021 Q3	$4K	Hold	41	–	–	﹤0.01%	289
2021 Q2	$4K	Hold	41	–	–	﹤0.01%	277
2021 Q1	$4K	Hold	41	–	–	﹤0.01%	276
2020 Q4	$4K	Hold	41	–	–	﹤0.01%	286
2020 Q3	$4K	Hold	41	–	–	﹤0.01%	238
2020 Q2	$4K	Hold	41	–	–	﹤0.01%	207
2020 Q1	$4K	Buy	+41	New	+$3.64K	﹤0.01%	221

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

Avion Wealth's BIV Position: Q2 2026 in Review

Avion Wealth held its Vanguard Intermediate-Term Bond ETF (BIV) position steady in Q2 2026 at 43 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #911.

Avion Wealth first reported a position in BIV in Q1 2020 and has held it in 23 quarters since. The position peaked at $31K in Q3 2024. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

Avion Wealth held 43 shares of Vanguard Intermediate-Term Bond ETF worth $3K as of Q2 2026.
Avion Wealth left its Vanguard Intermediate-Term Bond ETF share count unchanged in Q2 2026.
Vanguard Intermediate-Term Bond ETF made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #911 holding.
Avion Wealth first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2020 and has held it in 23 quarters since.
Avion Wealth's Vanguard Intermediate-Term Bond ETF position peaked at $31K in Q3 2024.
1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.