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

Balance 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 		$3.49M Sell
45,563
-2,664
-6% -$205K 0.93% 23
2026
Q1 		$3.72M Sell
48,227
-25
-0.1% -$1.95K 1.16% 22
2025
Q4 		$3.76M Sell
48,252
-280
-0.6% -$21.9K 1.21% 18
2025
Q3 		$3.79M Sell
48,532
-2,179
-4% -$169K 0.94% 18
2025
Q2 		$3.92M Sell
50,711
-708
-1% -$53.9K 2.3% 9
2025
Q1 		$3.94M Buy
+51,419
New +$3.88M 2.56% 9

Other funds holding BIV

RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DWS
Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 20.96% 1-Year Est. Return
SFMG
Sage Financial Management Group Mclean, Virginia $364M AUM 15.61% 1-Year Est. Return
VFP
Verus Financial Partners Richmond, Virginia $1.17B AUM 15.91% 1-Year Est. Return
SCA
Scott Capital Advisors Portland, Oregon $639M AUM 14.51% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $587M AUM 27.44% 1-Year Est. Return
B
BetterWealth San Jose, California $565M AUM 23.16% 1-Year Est. Return
FMTCOCP
Farmers & Merchants Trust Co of Chambersburg PA Chambersburg, Pennsylvania $394M AUM 18.41% 1-Year Est. Return
LA
LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return

Balance Wealth's BIV Position: Q2 2026 in Review

Balance Wealth reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 5.5% in Q2 2026, selling an estimated $205K and leaving 45,563 shares worth $3.49M. The position accounts for 0.93% of the portfolio, ranked #23.

Balance Wealth first reported a position in BIV in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.94M in Q1 2025. 347 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • Balance Wealth held 45,563 shares of Vanguard Intermediate-Term Bond ETF worth $3.49M as of Q2 2026.
  • Balance Wealth sold 2,664 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $205K.
  • Vanguard Intermediate-Term Bond ETF made up 0.93% of Balance Wealth's portfolio in Q2 2026, its #23 holding.
  • Balance Wealth first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • Balance Wealth's Vanguard Intermediate-Term Bond ETF position peaked at $3.94M in Q1 2025.
  • 347 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Balance Wealth's 13F filing for Q2 2026, filed 22 Jul 2026.