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

GC Wealth Management RIA’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	$1.36M	Sell	17,708 -54	-0.3%	-$4.15K	0.08%	185
2026 Q1	$1.37M	Buy	17,762 +899	+5%	+$70K	0.06%	194
2025 Q4	$1.31M	Buy	+16,863	New	+$1.32M	0.05%	203

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

GC Wealth Management RIA's BIV Position: Q2 2026 in Review

GC Wealth Management RIA reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 0.3% in Q2 2026, selling an estimated $4.15K and leaving 17,708 shares worth $1.36M. The position accounts for 0.08% of the portfolio, ranked #185.

GC Wealth Management RIA first reported a position in BIV in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.37M in Q1 2026. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

GC Wealth Management RIA held 17,708 shares of Vanguard Intermediate-Term Bond ETF worth $1.36M as of Q2 2026.
GC Wealth Management RIA sold 54 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $4.15K.
Vanguard Intermediate-Term Bond ETF made up 0.08% of GC Wealth Management RIA's portfolio in Q2 2026, its #185 holding.
GC Wealth Management RIA first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2025 and has held it in 3 quarters since.
GC Wealth Management RIA's Vanguard Intermediate-Term Bond ETF position peaked at $1.37M in Q1 2026.
1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on GC Wealth Management RIA's 13F filing for Q2 2026, filed 16 Jul 2026.