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

FSB Premier 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 		$1.09M Sell
14,243
-39
-0.3% -$2.99K 0.31% 89
2026
Q1 		$1.1M Buy
14,282
+357
+3% +$27.8K 0.35% 73
2025
Q4 		$1.08M Sell
13,925
-1,371
-9% -$107K 0.34% 77
2025
Q3 		$1.19M Sell
15,296
-128
-0.8% -$9.91K 0.39% 70
2025
Q2 		$1.19M Sell
15,424
-539
-3% -$41.1K 0.43% 64
2025
Q1 		$1.22M Sell
15,963
-711
-4% -$53.6K 0.48% 58
2024
Q4 		$1.25M Sell
16,674
-447
-3% -$34K 0.5% 50
2024
Q3 		$1.34M Sell
17,121
-1,041
-6% -$80.3K 0.55% 44
2024
Q2 		$1.36M Sell
18,162
-711
-4% -$52.8K 0.61% 39
2024
Q1 		$1.42M Buy
18,873
+393
+2% +$29.6K 0.66% 33
2023
Q4 		$1.41M Sell
18,480
-82
-0.4% -$6.01K 0.71% 29
2023
Q3 		$1.34M Sell
18,562
-452
-2% -$33.4K 0.75% 28
2023
Q2 		$1.43M Sell
19,014
-400
-2% -$30.5K 0.78% 29
2023
Q1 		$1.49M Sell
19,414
-737
-4% -$55.8K 0.83% 29
2022
Q4 		$1.5M Sell
20,151
-1,855
-8% -$137K 0.82% 33
2022
Q3 		$1.62M Sell
22,006
-939
-4% -$72.6K 0.95% 29
2022
Q2 		$1.78M Sell
22,945
-1,221
-5% -$95.7K 0.99% 26
2022
Q1 		$1.91M Sell
24,166
-832
-3% -$70.3K 0.96% 27
2021
Q4 		$2.19M Sell
24,998
-1,511
-6% -$134K 0.91% 28
2021
Q3 		$2.37M Buy
26,509
+1,372
+5% +$124K 1.19% 25
2021
Q2 		$2.26M Buy
25,137
+594
+2% +$53.1K 1.16% 23
2021
Q1 		$2.18M Buy
24,543
+5,313
+28% +$482K 1.17% 24
2020
Q4 		$1.78M Buy
+19,230
New +$1.79M 0.96% 30

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

FSB Premier Wealth Management's BIV Position: Q2 2026 in Review

FSB Premier Wealth Management reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 0.27% in Q2 2026, selling an estimated $2.99K and leaving 14,243 shares worth $1.09M. The position accounts for 0.31% of the portfolio, ranked #89.

FSB Premier Wealth Management first reported a position in BIV in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.37M in Q3 2021. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • FSB Premier Wealth Management held 14,243 shares of Vanguard Intermediate-Term Bond ETF worth $1.09M as of Q2 2026.
  • FSB Premier Wealth Management sold 39 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $2.99K.
  • Vanguard Intermediate-Term Bond ETF made up 0.31% of FSB Premier Wealth Management's portfolio in Q2 2026, its #89 holding.
  • FSB Premier Wealth Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2020 and has held it in 23 quarters since.
  • FSB Premier Wealth Management's Vanguard Intermediate-Term Bond ETF position peaked at $2.37M in Q3 2021.
  • 1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on FSB Premier Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.