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

BlackDiamond 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 		– Sell
-3,060
Closed -$236K – 227
2026
Q1 		$236K Buy
+3,060
New +$238K 0.11% 173

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EWA
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Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Baird Financial Group
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

BlackDiamond Wealth Management sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q2 2026, closing a stake of 3,060 shares — an estimated $236K sold.

BlackDiamond Wealth Management first reported a position in BIV in Q1 2026 and held it in 1 quarter. The position peaked at $236K in Q1 2026. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • BlackDiamond Wealth Management reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q2 2026 after selling out during the quarter.
  • BlackDiamond Wealth Management sold 3,060 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $236K.
  • BlackDiamond Wealth Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2026 and held it in 1 quarter.
  • BlackDiamond Wealth Management's Vanguard Intermediate-Term Bond ETF position peaked at $236K in Q1 2026.
  • 1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on BlackDiamond Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.