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

Baker Tilly 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	$240K	Sell	3,125 -955	-23%	-$73.3K	0.05%	252
2026 Q1	$315K	Buy	+4,080	New	+$318K	0.08%	203
2024 Q1	–	Sell	-2,907	Closed	-$222K	–	420
2023 Q4	$222K	Hold	2,907	–	–	0.04%	435
2023 Q3	$210K	Hold	2,907	–	–	0.03%	434
2023 Q2	$219K	Hold	2,907	–	–	0.02%	512
2023 Q1	$223K	Buy	+2,907	New	+$220K	0.03%	503

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

Baker Tilly Wealth Management's BIV Position: Q2 2026 in Review

Baker Tilly Wealth Management reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 23% in Q2 2026, selling an estimated $73.3K and leaving 3,125 shares worth $240K. The position accounts for 0.05% of the portfolio, ranked #252.

Baker Tilly Wealth Management first reported a position in BIV in Q1 2023 and has held it in 6 quarters since. The position peaked at $315K in Q1 2026. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

Baker Tilly Wealth Management held 3,125 shares of Vanguard Intermediate-Term Bond ETF worth $240K as of Q2 2026.
Baker Tilly Wealth Management sold 955 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $73.3K.
Vanguard Intermediate-Term Bond ETF made up 0.05% of Baker Tilly Wealth Management's portfolio in Q2 2026, its #252 holding.
Baker Tilly Wealth Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2023 and has held it in 6 quarters since.
Baker Tilly Wealth Management's Vanguard Intermediate-Term Bond ETF position peaked at $315K in Q1 2026.
1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.