Consilium Wealth Advisory’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Consilium Wealth Advisory’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 Q3	$8.01M	Buy	109,923 +4,965	+5%	+$373K	2.37%	13
2026 Q2	$8.05M	Buy	104,958 +2,085	+2%	+$160K	2.39%	12
2026 Q1	$7.94M	Buy	102,873 +2,578	+3%	+$201K	2.71%	10
2025 Q4	$7.81M	Buy	100,295 +5,007	+5%	+$392K	2.88%	10
2025 Q3	$7.44M	Buy	95,288 +5,294	+6%	+$410K	2.87%	10
2025 Q2	$6.96M	Buy	89,994 +1,000	+1%	+$76.2K	2.94%	11
2025 Q1	$6.81M	Buy	88,994 +3,701	+4%	+$279K	3.42%	8
2024 Q4	$6.37M	Buy	+85,293	New	+$6.48M	3.04%	9

Other funds holding BIV

True Link Financial Advisors San Francisco, California $1.74B AUM 3.65% 1-Year Est. Return

Retirement Investment Advisors Oklahoma City, Oklahoma $1.43B AUM 10.13% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Family Investment Center Saint Joseph, Missouri $606M AUM 13.02% 1-Year Est. Return

Consilium Wealth Advisory's BIV Position: Q3 2026 in Review

Consilium Wealth Advisory increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 4.7% in Q3 2026, buying an estimated $373K and bringing the position to 109,923 shares worth $8.01M. The position accounts for 2.37% of the portfolio, ranked #13.

Consilium Wealth Advisory first reported a position in BIV in Q4 2024 and has held it in 8 quarters since. The position peaked at $8.05M in Q2 2026. 539 funds tracked by Wall St. Rank hold BIV as of Q3 2026.

Consilium Wealth Advisory held 109,923 shares of Vanguard Intermediate-Term Bond ETF worth $8.01M as of Q3 2026.
Consilium Wealth Advisory bought 4,965 Vanguard Intermediate-Term Bond ETF shares in Q3 2026, an estimated $373K.
Vanguard Intermediate-Term Bond ETF made up 2.37% of Consilium Wealth Advisory's portfolio in Q3 2026, its #13 holding.
Consilium Wealth Advisory first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2024 and has held it in 8 quarters since.
Consilium Wealth Advisory's Vanguard Intermediate-Term Bond ETF position peaked at $8.05M in Q2 2026.
539 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2026.

Based on Consilium Wealth Advisory's 13F filing for Q3 2026, filed 14 Oct 2026.