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

Axxcess 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	$239K	Buy	+3,122	New	+$240K	﹤0.01%	940
2026 Q1	–	Sell	-5,316	Closed	-$414K	–	441
2025 Q4	$414K	Sell	5,316 -2,678	-34%	-$209K	0.01%	752
2025 Q3	$624K	Sell	7,994 -12,248	-61%	-$948K	0.01%	569
2025 Q2	$1.57M	Buy	20,242 +2,661	+15%	+$203K	0.04%	330
2025 Q1	$1.35M	Buy	17,581 +2,355	+15%	+$178K	0.04%	328
2024 Q4	$1.14M	Sell	15,226 -147	-1%	-$11.2K	0.03%	385
2024 Q3	$1.2M	Sell	15,373 -415	-3%	-$32K	0.03%	354
2024 Q2	$1.18M	Sell	15,788 -1,386	-8%	-$103K	0.03%	341
2024 Q1	$1.29M	Sell	17,174 -442	-3%	-$33.3K	0.04%	324
2023 Q4	$1.35M	Sell	17,616 -1,412	-7%	-$103K	0.04%	304
2023 Q3	$1.38M	Buy	+19,028	New	+$1.41M	0.05%	260
2022 Q2	–	Sell	-2,475	Closed	-$203K	–	548
2022 Q1	$203K	Sell	2,475 -2,380	-49%	-$201K	0.02%	587
2021 Q4	$425K	Buy	+4,855	New	+$431K	0.03%	393

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

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

Axxcess Wealth Management opened a new position in Vanguard Intermediate-Term Bond ETF (BIV) in Q2 2026: 3,122 shares worth $239K. The stake represents ﹤0.01% of the portfolio and ranks #940 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in BIV as recently as Q4 2025.

Axxcess Wealth Management first reported a position in BIV in Q4 2021 and has held it in 13 quarters since. The position peaked at $1.57M in Q2 2025. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

Axxcess Wealth Management held 3,122 shares of Vanguard Intermediate-Term Bond ETF worth $239K as of Q2 2026.
Vanguard Intermediate-Term Bond ETF was a new Axxcess Wealth Management position in Q2 2026.
Vanguard Intermediate-Term Bond ETF made up ﹤0.01% of Axxcess Wealth Management's portfolio in Q2 2026, its #940 holding.
Axxcess Wealth Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2021 and has held it in 13 quarters since.
Axxcess Wealth Management's Vanguard Intermediate-Term Bond ETF position peaked at $1.57M in Q2 2025.
1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.