Golden Road Advisors’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Golden Road Advisors’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	$653K	Buy	8,518 +652	+8%	+$50.1K	0.32%	28
2026 Q1	$607K	Buy	7,866 +2,613	+50%	+$203K	0.35%	28
2025 Q4	$409K	Buy	5,253 +1,259	+32%	+$98.5K	0.23%	33
2025 Q3	$312K	Hold	3,994	–	–	0.18%	39
2025 Q2	$309K	Buy	3,994 +380	+11%	+$28.9K	0.21%	36
2025 Q1	$277K	Sell	3,614 -275	-7%	-$20.7K	0.22%	32
2024 Q4	$291K	Sell	3,889 -7,035	-64%	-$535K	0.22%	32
2024 Q3	$856K	Buy	10,924 +2,087	+24%	+$161K	0.67%	17
2024 Q2	$665K	Sell	8,837 -13,218	-60%	-$982K	0.55%	19
2024 Q1	$1.66M	Buy	+22,055	New	+$1.66M	1.38%	9

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

Golden Road Advisors's BIV Position: Q2 2026 in Review

Golden Road Advisors increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 8.3% in Q2 2026, buying an estimated $50.1K and bringing the position to 8,518 shares worth $653K. The position accounts for 0.32% of the portfolio, ranked #28.

Golden Road Advisors first reported a position in BIV in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.66M in Q1 2024. 1,015 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

Golden Road Advisors held 8,518 shares of Vanguard Intermediate-Term Bond ETF worth $653K as of Q2 2026.
Golden Road Advisors bought 652 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $50.1K.
Vanguard Intermediate-Term Bond ETF made up 0.32% of Golden Road Advisors's portfolio in Q2 2026, its #28 holding.
Golden Road Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2024 and has held it in 10 quarters since.
Golden Road Advisors's Vanguard Intermediate-Term Bond ETF position peaked at $1.66M in Q1 2024.
1,015 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Golden Road Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.