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DBK Financial Counsel’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

DBK Financial Counsel’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
-6,607
Closed -$510K – 59
2026
Q1 		$510K Sell
6,607
-194
-3% -$15.1K 0.39% 45
2025
Q4 		$530K Buy
6,801
+61
+0.9% +$4.77K 0.41% 45
2025
Q3 		$526K Sell
6,740
-927
-12% -$71.8K 0.44% 43
2025
Q2 		$593K Buy
7,667
+1
+0% +$76 0.54% 37
2025
Q1 		$587K Hold
7,666
– – 0.59% 37
2024
Q4 		$573K Sell
7,666
-822
-10% -$62.5K 0.58% 36
2024
Q3 		$665K Buy
8,488
+142
+2% +$10.9K 0.67% 33
2024
Q2 		$625K Sell
8,346
-2,772
-25% -$206K 0.68% 33
2024
Q1 		$838K Buy
11,118
+7
+0.1% +$528 0.88% 28
2023
Q4 		$849K Sell
11,111
-14,247
-56% -$1.04M 0.97% 24
2023
Q3 		$1.83M Sell
25,358
-3,471
-12% -$257K 2.41% 13
2023
Q2 		$2.17M Sell
28,829
-3,447
-11% -$263K 2.92% 13
2023
Q1 		$2.48M Sell
32,276
-4,710
-13% -$357K 3.44% 11
2022
Q4 		$2.75M Buy
36,986
+2,082
+6% +$154K 4.38% 8
2022
Q3 		$2.56M Sell
34,904
-4,419
-11% -$342K 4.43% 8
2022
Q2 		$3.05M Sell
39,323
-2,982
-7% -$234K 4.95% 7
2022
Q1 		$3.46M Sell
42,305
-5,652
-12% -$477K 5.11% 8
2021
Q4 		$4.2M Buy
+47,957
New +$4.25M 5.99% 8

Other funds holding BIV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 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

DBK Financial Counsel's BIV Position: Q2 2026 in Review

DBK Financial Counsel sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q2 2026, closing a stake of 6,607 shares — an estimated $510K sold.

DBK Financial Counsel first reported a position in BIV in Q4 2021 and held it in 18 quarters. The position peaked at $4.2M in Q4 2021. 704 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • DBK Financial Counsel reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q2 2026 after selling out during the quarter.
  • DBK Financial Counsel sold 6,607 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $510K.
  • DBK Financial Counsel first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2021 and held it in 18 quarters.
  • DBK Financial Counsel's Vanguard Intermediate-Term Bond ETF position peaked at $4.2M in Q4 2021.
  • 704 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on DBK Financial Counsel's 13F filing for Q2 2026, filed 21 Jul 2026.