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

Boyd 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 		$16.6M Buy
216,088
+78,266
+57% +$6.01M 6.27% 5
2026
Q1 		$10.6M Buy
137,822
+3,469
+3% +$270K 4.5% 7
2025
Q4 		$10.5M Sell
134,353
-152,137
-53% -$11.9M 4.44% 9
2025
Q3 		$22.4M Buy
286,490
+279,142
+3,799% +$21.6M 9.63% 2
2025
Q2 		$568K Buy
7,348
+1,076
+17% +$82K 0.25% 33
2025
Q1 		$480K Sell
6,272
-1,026
-14% -$77.4K 0.24% 33
2024
Q4 		$545K Sell
7,298
-267
-4% -$20.3K 0.27% 30
2024
Q3 		$593K Buy
7,565
+298
+4% +$23K 0.3% 30
2024
Q2 		$544K Sell
7,267
-4,608
-39% -$342K 0.3% 29
2024
Q1 		$895K Buy
11,875
+1,666
+16% +$126K 0.51% 24
2023
Q4 		$780K Buy
10,209
+3,649
+56% +$267K 0.48% 26
2023
Q3 		$474K Sell
6,560
-71
-1% -$5.25K 0.32% 33
2023
Q2 		$499K Sell
6,631
-1,107
-14% -$84.3K 0.3% 33
2023
Q1 		$594K Sell
7,738
-946
-11% -$71.6K 0.41% 29
2022
Q4 		$645K Sell
8,684
-674
-7% -$49.9K 0.47% 25
2022
Q3 		$688K Buy
9,358
+4,750
+103% +$367K 0.55% 22
2022
Q2 		$358K Buy
+4,608
New +$361K 0.29% 37

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
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
LA
LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return
FPTW
Franklin, Parlapiano, Turner & Welch Houston, Texas $442M AUM 14.73% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
BS
Brighton Securities Rochester, New York $233M AUM 15.96% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

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

Boyd Wealth Management increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 57% in Q2 2026, buying an estimated $6.01M and bringing the position to 216,088 shares worth $16.6M. The position accounts for 6.27% of the portfolio, ranked #5.

Boyd Wealth Management first reported a position in BIV in Q2 2022 and has held it in 17 quarters since. The position peaked at $22.4M in Q3 2025. 192 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • Boyd Wealth Management held 216,088 shares of Vanguard Intermediate-Term Bond ETF worth $16.6M as of Q2 2026.
  • Boyd Wealth Management bought 78,266 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $6.01M.
  • Vanguard Intermediate-Term Bond ETF made up 6.27% of Boyd Wealth Management's portfolio in Q2 2026, its #5 holding.
  • Boyd Wealth Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2022 and has held it in 17 quarters since.
  • Boyd Wealth Management's Vanguard Intermediate-Term Bond ETF position peaked at $22.4M in Q3 2025.
  • 192 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Boyd Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.