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

Diversify 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	$1.94M	Sell	25,637 -5,337	-17%	-$410K	0.03%	427
2026 Q1	$2.38M	Buy	30,974 +19,176	+163%	+$1.49M	0.04%	331
2025 Q4	$920K	Buy	11,798 +4,273	+57%	+$334K	0.04%	334
2025 Q3	$586K	Buy	7,525 +4,293	+133%	+$332K	0.03%	348
2025 Q2	$250K	Buy	+3,232	New	+$246K	0.02%	482

Other funds holding BIV

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Diversify Wealth Management reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 17% in Q2 2026, selling an estimated $410K and leaving 25,637 shares worth $1.94M. The position accounts for 0.03% of the portfolio, ranked #427.

Diversify Wealth Management first reported a position in BIV in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.38M in Q1 2026. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

Diversify Wealth Management held 25,637 shares of Vanguard Intermediate-Term Bond ETF worth $1.94M as of Q2 2026.
Diversify Wealth Management sold 5,337 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $410K.
Vanguard Intermediate-Term Bond ETF made up 0.03% of Diversify Wealth Management's portfolio in Q2 2026, its #427 holding.
Diversify Wealth Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2025 and has held it in 5 quarters since.
Diversify Wealth Management's Vanguard Intermediate-Term Bond ETF position peaked at $2.38M in Q1 2026.
1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.