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

BAM 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 		$1.4M Buy
18,260
+323
+2% +$24.8K 0.88% 27
2026
Q1 		$1.38M Sell
17,937
-1,028
-5% -$80K 1.04% 22
2025
Q4 		$1.48M Sell
18,965
-35
-0.2% -$2.74K 1.07% 18
2025
Q3 		$1.48M Buy
+19,000
New +$1.47M 1.15% 18

Other funds holding BIV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return
ZF
Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
BA
BCM Advisors Lafayette, Louisiana $514M AUM 20.96% 1-Year Est. Return

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

BAM Wealth Management increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 1.8% in Q2 2026, buying an estimated $24.8K and bringing the position to 18,260 shares worth $1.4M. The position accounts for 0.88% of the portfolio, ranked #27.

BAM Wealth Management first reported a position in BIV in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.48M in Q3 2025. 655 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • BAM Wealth Management held 18,260 shares of Vanguard Intermediate-Term Bond ETF worth $1.4M as of Q2 2026.
  • BAM Wealth Management bought 323 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $24.8K.
  • Vanguard Intermediate-Term Bond ETF made up 0.88% of BAM Wealth Management's portfolio in Q2 2026, its #27 holding.
  • BAM Wealth Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • BAM Wealth Management's Vanguard Intermediate-Term Bond ETF position peaked at $1.48M in Q3 2025.
  • 655 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on BAM Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.