Beacon Capital Management LLC (Tennessee)’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Beacon Capital Management LLC (Tennessee)’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	$210K	Buy	2,744 +1	+0%	+$77	0.03%	162
2026 Q1	$212K	Buy	+2,743	New	+$214K	0.04%	156
2025 Q3	–	Sell	-288	Closed	-$22.3K	–	225
2025 Q2	$22.3K	Hold	288	–	–	﹤0.01%	486
2025 Q1	$22.1K	Hold	288	–	–	﹤0.01%	463
2024 Q4	$21.5K	Buy	288 +66	+30%	+$5.02K	﹤0.01%	458
2024 Q3	$17.4K	Sell	222 -1,259	-85%	-$97.1K	﹤0.01%	519
2024 Q2	$111K	Hold	1,481	–	–	0.02%	160
2024 Q1	$112K	Buy	1,481 +1,469	+12,242%	+$111K	0.02%	162
2023 Q4	$868	Buy	12 +6	+100%	+$439	﹤0.01%	883
2023 Q3	$451	Hold	6	–	–	﹤0.01%	966
2023 Q2	$451	Buy	+6	New	+$457	﹤0.01%	966
2022 Q3	–	Sell	-10	Closed	-$1K	–	880
2022 Q2	$1K	Hold	10	–	–	﹤0.01%	835
2022 Q1	$1K	Buy	+10	New	+$844	﹤0.01%	835

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

Beacon Capital Management LLC (Tennessee)'s BIV Position: Q2 2026 in Review

Beacon Capital Management LLC (Tennessee) increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 0.04% in Q2 2026, buying an estimated $77 and bringing the position to 2,744 shares worth $210K. The position accounts for 0.03% of the portfolio, ranked #162.

Beacon Capital Management LLC (Tennessee) first reported a position in BIV in Q1 2022 and has held it in 13 quarters since. The position peaked at $212K in Q1 2026. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

Beacon Capital Management LLC (Tennessee) held 2,744 shares of Vanguard Intermediate-Term Bond ETF worth $210K as of Q2 2026.
Beacon Capital Management LLC (Tennessee) bought 1 Vanguard Intermediate-Term Bond ETF share in Q2 2026, an estimated $77.
Vanguard Intermediate-Term Bond ETF made up 0.03% of Beacon Capital Management LLC (Tennessee)'s portfolio in Q2 2026, its #162 holding.
Beacon Capital Management LLC (Tennessee) first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2022 and has held it in 13 quarters since.
Beacon Capital Management LLC (Tennessee)'s Vanguard Intermediate-Term Bond ETF position peaked at $212K in Q1 2026.
1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q2 2026, filed 29 Jul 2026.