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Caliber Wealth Management (Kansas)’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Caliber Wealth Management (Kansas)’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 		$2.52M Sell
32,793
-1,243
-4% -$95.4K 0.24% 80
2026
Q1 		$2.63M Buy
34,036
+387
+1% +$30.1K 0.29% 72
2025
Q4 		$2.62M Buy
33,649
+8
+0% +$626 0.28% 76
2025
Q3 		$2.63M Buy
33,641
+558
+2% +$43.2K 0.29% 75
2025
Q2 		$2.56M Sell
33,083
-274
-0.8% -$20.9K 0.28% 79
2025
Q1 		$2.55M Buy
+33,357
New +$2.52M 0.35% 74

Other funds holding BIV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
BA
BCM Advisors Lafayette, Louisiana $514M AUM 20.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Caliber Wealth Management (Kansas)'s BIV Position: Q2 2026 in Review

Caliber Wealth Management (Kansas) reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 3.7% in Q2 2026, selling an estimated $95.4K and leaving 32,793 shares worth $2.52M. The position accounts for 0.24% of the portfolio, ranked #80.

Caliber Wealth Management (Kansas) first reported a position in BIV in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.63M in Q3 2025. 575 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • Caliber Wealth Management (Kansas) held 32,793 shares of Vanguard Intermediate-Term Bond ETF worth $2.52M as of Q2 2026.
  • Caliber Wealth Management (Kansas) sold 1,243 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $95.4K.
  • Vanguard Intermediate-Term Bond ETF made up 0.24% of Caliber Wealth Management (Kansas)'s portfolio in Q2 2026, its #80 holding.
  • Caliber Wealth Management (Kansas) first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • Caliber Wealth Management (Kansas)'s Vanguard Intermediate-Term Bond ETF position peaked at $2.63M in Q3 2025.
  • 575 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Caliber Wealth Management (Kansas)'s 13F filing for Q2 2026, filed 22 Jul 2026.