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Greenup Street Wealth Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Greenup Street 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 		$32.1M Buy
418,756
+108,598
+35% +$8.34M 3.91% 5
2026
Q1 		$23.9M Buy
310,158
+8,907
+3% +$693K 3.37% 7
2025
Q4 		$23.5M Buy
301,251
+138,838
+85% +$10.9M 3.39% 8
2025
Q3 		$12.7M Buy
162,413
+25,075
+18% +$1.94M 1.95% 10
2025
Q2 		$10.6M Sell
137,338
-6,398
-4% -$487K 1.85% 12
2025
Q1 		$11M Buy
143,736
+18,785
+15% +$1.42M 2.18% 12
2024
Q4 		$9.34M Sell
124,951
-55,354
-31% -$4.21M 1.85% 13
2024
Q3 		$14.1M Buy
180,305
+28,686
+19% +$2.21M 2.92% 10
2024
Q2 		$11.4M Buy
151,619
+89,357
+144% +$6.64M 2.67% 9
2024
Q1 		$4.69M Buy
62,262
+5,872
+10% +$443K 1.18% 20
2023
Q4 		$4.31M Sell
56,390
-803
-1% -$58.8K 1.2% 20
2023
Q3 		$4.14M Buy
57,193
+379
+0.7% +$28K 1.35% 17
2023
Q2 		$4.27M Buy
56,814
+2,977
+6% +$227K 1.17% 25
2023
Q1 		$4.13M Sell
53,837
-4,337
-7% -$328K 1.45% 21
2022
Q4 		$4.32M Buy
58,174
+5,344
+10% +$396K 1.8% 15
2022
Q3 		$3.88M Buy
52,830
+16,526
+46% +$1.28M 1.75% 16
2022
Q2 		$2.82M Buy
36,304
+13,034
+56% +$1.02M 1.33% 23
2022
Q1 		$1.91M Buy
23,270
+8,894
+62% +$751K 1.05% 31
2021
Q4 		$1.26M Buy
+14,376
New +$1.28M 0.74% 39

Other funds holding BIV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
ZF
Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Greenup Street Wealth Management's BIV Position: Q2 2026 in Review

Greenup Street Wealth Management increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 35% in Q2 2026, buying an estimated $8.34M and bringing the position to 418,756 shares worth $32.1M. The position accounts for 3.91% of the portfolio, ranked #5.

Greenup Street Wealth Management first reported a position in BIV in Q4 2021 and has held it in 19 quarters since. 698 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • Greenup Street Wealth Management held 418,756 shares of Vanguard Intermediate-Term Bond ETF worth $32.1M as of Q2 2026.
  • Greenup Street Wealth Management bought 108,598 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $8.34M.
  • Vanguard Intermediate-Term Bond ETF made up 3.91% of Greenup Street Wealth Management's portfolio in Q2 2026, its #5 holding.
  • Greenup Street Wealth Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • 698 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Greenup Street Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.