Elevate Wealth Advisory’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Elevate 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 Q2	$219K	Hold	2,854	–	–	0.13%	78
2026 Q1	$220K	Buy	2,854 +106	+4%	+$8.25K	0.14%	77
2025 Q4	$214K	Buy	2,748 +127	+5%	+$9.93K	0.15%	71
2025 Q3	$205K	Hold	2,621	–	–	0.15%	69
2025 Q2	$203K	Hold	2,621	–	–	0.14%	76
2025 Q1	$201K	Hold	2,621	–	–	0.14%	73
2024 Q4	$196K	Hold	2,621	–	–	0.15%	68
2024 Q3	$205K	Buy	+2,621	New	+$202K	0.15%	70

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

Elevate Wealth Advisory's BIV Position: Q2 2026 in Review

Elevate Wealth Advisory held its Vanguard Intermediate-Term Bond ETF (BIV) position steady in Q2 2026 at 2,854 shares worth $219K. The position accounts for 0.13% of the portfolio, ranked #78.

Elevate Wealth Advisory first reported a position in BIV in Q3 2024 and has held it in 8 quarters since. The position peaked at $220K in Q1 2026. 1,020 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

Elevate Wealth Advisory held 2,854 shares of Vanguard Intermediate-Term Bond ETF worth $219K as of Q2 2026.
Elevate Wealth Advisory left its Vanguard Intermediate-Term Bond ETF share count unchanged in Q2 2026.
Vanguard Intermediate-Term Bond ETF made up 0.13% of Elevate Wealth Advisory's portfolio in Q2 2026, its #78 holding.
Elevate Wealth Advisory first reported a position in Vanguard Intermediate-Term Bond ETF in Q3 2024 and has held it in 8 quarters since.
Elevate Wealth Advisory's Vanguard Intermediate-Term Bond ETF position peaked at $220K in Q1 2026.
1,020 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Elevate Wealth Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.