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Golden State Wealth Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Golden State 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 		$249K Sell
3,247
-2,379
-42% -$183K 0.02% 387
2026
Q1 		$434K Sell
5,626
-366
-6% -$28.5K 0.05% 274
2025
Q4 		$467K Sell
5,992
-482
-7% -$37.7K 0.05% 263
2025
Q3 		$506K Sell
6,474
-47
-0.7% -$3.64K 0.06% 242
2025
Q2 		$504K Buy
6,521
+229
+4% +$17.4K 0.06% 233
2025
Q1 		$482K Sell
6,292
-77
-1% -$5.81K 0.07% 209
2024
Q4 		$476K Buy
+6,369
New +$484K 0.07% 203
2022
Q1 		$624K Buy
7,621
+20
+0.3% +$1.69K 0.12% 153
2021
Q4 		$666K Sell
7,601
-464
-6% -$41.2K 0.11% 171
2021
Q3 		$721K Buy
8,065
+500
+7% +$45.3K 0.16% 128
2021
Q2 		$681K Sell
7,565
-451
-6% -$40.3K 0.15% 129
2021
Q1 		$711K Sell
8,016
-431
-5% -$39.1K 0.23% 76
2020
Q4 		$784K Sell
8,447
-429
-5% -$40K 0.23% 88
2020
Q3 		$830K Buy
+8,876
New +$831K 0.28% 62
2020
Q2 		– Sell
-8,539
Closed -$763K – 270
2020
Q1 		$763K Buy
+8,539
New +$758K 0.34% 50
2019
Q4 		– Sell
-8,618
Closed -$758K – 144
2019
Q3 		$758K Buy
8,618
+53
+0.6% +$4.63K 0.25% 76
2019
Q2 		$740K Buy
8,565
+417
+5% +$35.2K 0.23% 86
2019
Q1 		$684K Buy
+8,148
New +$671K 0.23% 94

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

Golden State Wealth Management's BIV Position: Q2 2026 in Review

Golden State Wealth Management reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 42% in Q2 2026, selling an estimated $183K and leaving 3,247 shares worth $249K. The position accounts for 0.02% of the portfolio, ranked #387.

Golden State Wealth Management first reported a position in BIV in Q1 2019 and has held it in 18 quarters since. The position peaked at $830K in Q3 2020. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • Golden State Wealth Management held 3,247 shares of Vanguard Intermediate-Term Bond ETF worth $249K as of Q2 2026.
  • Golden State Wealth Management sold 2,379 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $183K.
  • Vanguard Intermediate-Term Bond ETF made up 0.02% of Golden State Wealth Management's portfolio in Q2 2026, its #387 holding.
  • Golden State Wealth Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2019 and has held it in 18 quarters since.
  • Golden State Wealth Management's Vanguard Intermediate-Term Bond ETF position peaked at $830K in Q3 2020.
  • 1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.