DMKC Advisory Services’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

DMKC Advisory Services’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	$570K	Buy	7,429 +2,651	+55%	+$204K	0.11%	73
2026 Q1	$369K	Buy	+4,778	New	+$372K	0.15%	73

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

DMKC Advisory Services's BIV Position: Q2 2026 in Review

DMKC Advisory Services increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 55% in Q2 2026, buying an estimated $204K and bringing the position to 7,429 shares worth $570K. The position accounts for 0.11% of the portfolio, ranked #73.

DMKC Advisory Services first reported a position in BIV in Q1 2026 and has held it in 2 quarters since. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

DMKC Advisory Services held 7,429 shares of Vanguard Intermediate-Term Bond ETF worth $570K as of Q2 2026.
DMKC Advisory Services bought 2,651 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $204K.
Vanguard Intermediate-Term Bond ETF made up 0.11% of DMKC Advisory Services's portfolio in Q2 2026, its #73 holding.
DMKC Advisory Services first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2026 and has held it in 2 quarters since.
1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on DMKC Advisory Services's 13F filing for Q2 2026, filed 7 Jul 2026.