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

Dakota 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 		– Sell
-3,425
Closed -$264K – 791
2026
Q1 		$264K Sell
3,425
-374
-10% -$29.1K 0.01% 679
2025
Q4 		$296K Buy
3,799
+374
+11% +$29.2K 0.01% 655
2025
Q3 		$267K Sell
3,425
-387
-10% -$30K 0.01% 573
2025
Q2 		$295K Sell
3,812
-1,815
-32% -$138K 0.01% 622
2025
Q1 		$431K Sell
5,627
-1,275
-18% -$96.2K 0.01% 543
2024
Q4 		$516K Sell
6,902
-1,903
-22% -$145K 0.01% 499
2024
Q3 		$690K Sell
8,805
-478
-5% -$36.9K 0.02% 443
2024
Q2 		$695K Sell
9,283
-6,750
-42% -$502K 0.02% 442
2024
Q1 		$1.21M Hold
16,033
– – 0.03% 336
2023
Q4 		$1.22M Sell
16,033
-1,290
-7% -$94.5K 0.05% 282
2023
Q3 		$1.25M Sell
17,323
-5,753
-25% -$426K 0.06% 257
2023
Q2 		$1.74M Sell
23,076
-2,887
-11% -$220K 0.08% 200
2023
Q1 		$1.99M Sell
25,963
-5,905
-19% -$447K 0.13% 155
2022
Q4 		$2.37M Sell
31,868
-995
-3% -$73.7K 0.17% 136
2022
Q3 		$2.42M Buy
+32,863
New +$2.54M 0.2% 127
2021
Q1 		– Sell
-3,512
Closed -$326K – 321
2020
Q4 		$326K Buy
+3,512
New +$327K 0.04% 245

Other funds holding BIV

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Baird Financial Group
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Dakota Wealth Management sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q2 2026, closing a stake of 3,425 shares — an estimated $264K sold.

Dakota Wealth Management first reported a position in BIV in Q4 2020 and held it in 16 quarters. The position peaked at $2.42M in Q3 2022. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • Dakota Wealth Management reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Dakota Wealth Management sold 3,425 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $264K.
  • Dakota Wealth Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2020 and held it in 16 quarters.
  • Dakota Wealth Management's Vanguard Intermediate-Term Bond ETF position peaked at $2.42M in Q3 2022.
  • 1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Dakota Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.