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

Connecticut 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	$906K	Sell	11,818 -876	-7%	-$67.3K	0.03%	174
2026 Q1	$980K	Buy	12,694 +48	+0.4%	+$3.74K	0.04%	158
2025 Q4	$985K	Sell	12,646 -3,228	-20%	-$252K	0.04%	157
2025 Q3	$1.24M	Sell	15,874 -9,992	-39%	-$774K	0.06%	135
2025 Q2	$2M	Sell	25,866 -26,892	-51%	-$2.05M	0.1%	96
2025 Q1	$4.04M	Buy	+52,758	New	+$3.98M	0.21%	63
2024 Q4	–	Sell	-74,414	Closed	-$5.83M	–	271
2024 Q3	$5.83M	Sell	74,414 -12,419	-14%	-$957K	0.28%	56
2024 Q2	$6.5M	Sell	86,833 -10,294	-11%	-$765K	0.34%	49
2024 Q1	$7.32M	Sell	97,127 -3,234	-3%	-$244K	0.39%	44
2023 Q4	$7.67M	Buy	+100,361	New	+$7.35M	0.44%	41

Other funds holding BIV

TLFA

True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return

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

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

BCM Advisors Lafayette, Louisiana $514M AUM 20.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Connecticut Wealth Management reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 6.9% in Q2 2026, selling an estimated $67.3K and leaving 11,818 shares worth $906K. The position accounts for 0.03% of the portfolio, ranked #174.

Connecticut Wealth Management first reported a position in BIV in Q4 2023 and has held it in 10 quarters since. The position peaked at $7.67M in Q4 2023. 508 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

Connecticut Wealth Management held 11,818 shares of Vanguard Intermediate-Term Bond ETF worth $906K as of Q2 2026.
Connecticut Wealth Management sold 876 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $67.3K.
Vanguard Intermediate-Term Bond ETF made up 0.03% of Connecticut Wealth Management's portfolio in Q2 2026, its #174 holding.
Connecticut Wealth Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2023 and has held it in 10 quarters since.
Connecticut Wealth Management's Vanguard Intermediate-Term Bond ETF position peaked at $7.67M in Q4 2023.
508 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Connecticut Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.