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

Basepoint 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 		$101K Buy
1,311
+14
+1% +$1.07K 0.06% 157
2026
Q1 		$100K Buy
1,297
+9
+0.7% +$701 0.06% 145
2025
Q4 		$100K Buy
+1,288
New +$101K 0.06% 140

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
LNC
Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 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

Basepoint Wealth's BIV Position: Q2 2026 in Review

Basepoint Wealth increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 1.1% in Q2 2026, buying an estimated $1.07K and bringing the position to 1,311 shares worth $101K. The position accounts for 0.06% of the portfolio, ranked #157.

Basepoint Wealth first reported a position in BIV in Q4 2025 and has held it in 3 quarters since. 751 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • Basepoint Wealth held 1,311 shares of Vanguard Intermediate-Term Bond ETF worth $101K as of Q2 2026.
  • Basepoint Wealth bought 14 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $1.07K.
  • Vanguard Intermediate-Term Bond ETF made up 0.06% of Basepoint Wealth's portfolio in Q2 2026, its #157 holding.
  • Basepoint Wealth first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 751 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Basepoint Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.