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 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 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 $377B AUM 19.32% 1-Year Est. Return

Consilium Wealth Advisory's BIV Position: Q1 2026 in Review

Consilium Wealth Advisory increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 2.6% in Q1 2026, buying an estimated $201K and bringing the position to 102,873 shares worth $7.94M. The position accounts for 2.71% of the portfolio, ranked #10.

Consilium Wealth Advisory first reported a position in BIV in Q4 2024 and has held it in 6 quarters since. 1,006 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

Consilium Wealth Advisory held 102,873 shares of Vanguard Intermediate-Term Bond ETF worth $7.94M as of Q1 2026.
Consilium Wealth Advisory bought 2,578 Vanguard Intermediate-Term Bond ETF shares in Q1 2026, an estimated $201K.
Vanguard Intermediate-Term Bond ETF made up 2.71% of Consilium Wealth Advisory's portfolio in Q1 2026, its #10 holding.
Consilium Wealth Advisory first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2024 and has held it in 6 quarters since.
1,006 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

Based on Consilium Wealth Advisory's 13F filing for Q1 2026, filed 20 Apr 2026.