Greykasell Wealth Strategies’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Greykasell Wealth Strategies’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 Q1	$16.4K	Hold	213	–	–	0.01%	348
2025 Q4	$16.6K	Sell	213 -1,453	-87%	-$114K	0.01%	326
2025 Q3	$130K	Hold	1,666	–	–	0.05%	160
2025 Q2	$129K	Sell	1,666 -3,761	-69%	-$286K	0.06%	151
2025 Q1	$416K	Sell	5,427 -11,452	-68%	-$864K	0.22%	88
2024 Q4	$1.26M	Buy	+16,879	New	+$1.28M	0.7%	42

Other funds holding BIV

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 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 $377B AUM 19.32% 1-Year Est. Return

Greykasell Wealth Strategies's BIV Position: Q1 2026 in Review

Greykasell Wealth Strategies held its Vanguard Intermediate-Term Bond ETF (BIV) position steady in Q1 2026 at 213 shares worth $16.4K. The position accounts for 0.01% of the portfolio, ranked #348.

Greykasell Wealth Strategies first reported a position in BIV in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.26M in Q4 2024. 1,006 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

Greykasell Wealth Strategies held 213 shares of Vanguard Intermediate-Term Bond ETF worth $16.4K as of Q1 2026.
Greykasell Wealth Strategies left its Vanguard Intermediate-Term Bond ETF share count unchanged in Q1 2026.
Vanguard Intermediate-Term Bond ETF made up 0.01% of Greykasell Wealth Strategies's portfolio in Q1 2026, its #348 holding.
Greykasell Wealth Strategies first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2024 and has held it in 6 quarters since.
Greykasell Wealth Strategies's Vanguard Intermediate-Term Bond ETF position peaked at $1.26M in Q4 2024.
1,006 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

Based on Greykasell Wealth Strategies's 13F filing for Q1 2026, filed 7 May 2026.