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

Buck Wealth Strategies’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	$256K	Sell	3,341 -739	-18%	-$56.7K	0.03%	181
2026 Q1	$315K	Sell	4,080 -265	-6%	-$20.6K	0.04%	132
2025 Q4	$338K	Sell	4,345 -580	-12%	-$45.4K	0.04%	126
2025 Q3	$385K	Buy	4,925 +11	+0.2%	+$852	0.05%	134
2025 Q2	$380K	Buy	4,914 +1,943	+65%	+$148K	0.06%	114
2025 Q1	$227K	Buy	+2,971	New	+$224K	0.04%	119

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

Buck Wealth Strategies's BIV Position: Q2 2026 in Review

Buck Wealth Strategies reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 18% in Q2 2026, selling an estimated $56.7K and leaving 3,341 shares worth $256K. The position accounts for 0.03% of the portfolio, ranked #181.

Buck Wealth Strategies first reported a position in BIV in Q1 2025 and has held it in 6 quarters since. The position peaked at $385K in Q3 2025. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

Buck Wealth Strategies held 3,341 shares of Vanguard Intermediate-Term Bond ETF worth $256K as of Q2 2026.
Buck Wealth Strategies sold 739 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $56.7K.
Vanguard Intermediate-Term Bond ETF made up 0.03% of Buck Wealth Strategies's portfolio in Q2 2026, its #181 holding.
Buck Wealth Strategies first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2025 and has held it in 6 quarters since.
Buck Wealth Strategies's Vanguard Intermediate-Term Bond ETF position peaked at $385K in Q3 2025.
1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Buck Wealth Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.