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

GSB 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	$89.5K	Buy	1,167 +67	+6%	+$5.14K	0.02%	233
2026 Q1	$84.9K	Buy	1,100 +279	+34%	+$21.7K	0.02%	224
2025 Q4	$63.9K	Buy	821 +35	+4%	+$2.74K	0.01%	220
2025 Q3	$61.4K	Buy	+786	New	+$60.9K	0.01%	225
2025 Q2	–	Sell	-663	Closed	-$50.7K	–	241
2025 Q1	$50.7K	Buy	+663	New	+$50K	0.01%	212
2024 Q4	–	Sell	-628	Closed	-$49.2K	–	218
2024 Q3	$49.2K	Sell	628 -2,964	-83%	-$229K	0.01%	219
2024 Q2	$269K	Sell	3,592 -2,462	-41%	-$183K	0.07%	188
2024 Q1	$456K	Sell	6,054 -692	-10%	-$52.2K	0.13%	145
2023 Q4	$515K	Sell	6,746 -3,138	-32%	-$230K	0.16%	132
2023 Q3	$715K	Buy	9,884 +308	+3%	+$22.8K	0.24%	108
2023 Q2	$720K	Buy	9,576 +1,285	+15%	+$97.9K	0.23%	115
2023 Q1	$636K	Sell	8,291 -692	-8%	-$52.4K	0.21%	129
2022 Q4	$668K	Buy	8,983 +747	+9%	+$55.4K	0.24%	124
2022 Q3	$605K	Buy	8,236 +1,543	+23%	+$119K	0.22%	132
2022 Q2	$520K	Sell	6,693 -1,917	-22%	-$150K	0.18%	147
2022 Q1	$705K	Buy	8,610 +2,566	+42%	+$217K	0.21%	143
2021 Q4	$530K	Buy	+6,044	New	+$536K	0.15%	156
2021 Q3	–	Sell	-3,682	Closed	-$331K	–	160
2021 Q2	$331K	Buy	+3,682	New	+$329K	0.1%	177

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

GSB Wealth Management's BIV Position: Q2 2026 in Review

GSB Wealth Management increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 6.1% in Q2 2026, buying an estimated $5.14K and bringing the position to 1,167 shares worth $89.5K. The position accounts for 0.02% of the portfolio, ranked #233.

GSB Wealth Management first reported a position in BIV in Q2 2021 and has held it in 18 quarters since. The position peaked at $720K in Q2 2023. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

GSB Wealth Management held 1,167 shares of Vanguard Intermediate-Term Bond ETF worth $89.5K as of Q2 2026.
GSB Wealth Management bought 67 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $5.14K.
Vanguard Intermediate-Term Bond ETF made up 0.02% of GSB Wealth Management's portfolio in Q2 2026, its #233 holding.
GSB Wealth Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2021 and has held it in 18 quarters since.
GSB Wealth Management's Vanguard Intermediate-Term Bond ETF position peaked at $720K in Q2 2023.
1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

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