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

IHT 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
Q1 		$228K Sell
2,956
-161
-5% -$12.5K 0.01% 1130
2025
Q4 		$243K Buy
3,117
+20
+0.6% +$1.56K 0.01% 1048
2025
Q3 		$242K Buy
3,097
+28
+0.9% +$2.17K 0.01% 1038
2025
Q2 		$237K Buy
3,069
+5
+0.2% +$381 0.01% 1004
2025
Q1 		$235K Sell
3,064
-85
-3% -$6.41K 0.01% 956
2024
Q4 		$235K Sell
3,149
-4,180
-57% -$318K 0.01% 950
2024
Q3 		$574K Buy
7,329
+1,905
+35% +$147K 0.02% 679
2024
Q2 		$406K Sell
5,424
-139
-2% -$10.3K 0.02% 697
2024
Q1 		$419K Sell
5,563
-452
-8% -$34.1K 0.02% 693
2023
Q4 		$459K Sell
6,015
-434
-7% -$31.8K 0.02% 628
2023
Q3 		$466K Buy
6,449
+26
+0.4% +$1.92K 0.02% 577
2023
Q2 		$483K Sell
6,423
-369
-5% -$28.1K 0.03% 554
2023
Q1 		$521K Sell
6,792
-741
-10% -$56.1K 0.03% 484
2022
Q4 		$560K Buy
7,533
+72
+1% +$5.33K 0.04% 455
2022
Q3 		$548K Buy
7,461
+4,091
+121% +$316K 0.04% 433
2022
Q2 		$262K Sell
3,370
-21
-0.6% -$1.65K 0.02% 572
2022
Q1 		$278K Sell
3,391
-79
-2% -$6.67K 0.02% 591
2021
Q4 		$304K Sell
3,470
-3,407
-50% -$302K 0.02% 604
2021
Q3 		$615K Sell
6,877
-8,883
-56% -$804K 0.05% 363
2021
Q2 		$1.42M Sell
15,760
-680
-4% -$60.7K 0.09% 244
2021
Q1 		$1.46M Sell
16,440
-231
-1% -$21K 0.1% 199
2020
Q4 		$1.55M Buy
16,671
+2,596
+18% +$242K 0.13% 168
2020
Q3 		$1.32M Buy
14,075
+10,621
+307% +$995K 0.13% 164
2020
Q2 		$322K Sell
3,454
-10,654
-76% -$975K 0.04% 392
2020
Q1 		$1.26M Buy
14,108
+44
+0.3% +$3.9K 0.18% 134
2019
Q4 		$1.23M Sell
14,064
-808
-5% -$70.8K 0.15% 159
2019
Q3 		$1.31M Sell
14,872
-3,788
-20% -$331K 0.18% 140
2019
Q2 		$1.61M Sell
18,660
-4,867
-21% -$411K 0.23% 100
2019
Q1 		$1.98M Sell
23,527
-2,529
-10% -$208K 0.33% 75
2018
Q4 		$2.12M Buy
26,056
+4,731
+22% +$379K 0.41% 59
2018
Q3 		$1.72M Sell
21,325
-266
-1% -$21.5K 0.37% 64
2018
Q2 		$1.75M Buy
21,591
+2,223
+11% +$180K 0.45% 55
2018
Q1 		$1.58M Buy
19,368
+163
+0.8% +$13.4K 0.42% 47
2017
Q4 		$1.6M Buy
19,205
+283
+1% +$23.9K 0.42% 49
2017
Q3 		$1.6M Buy
18,922
+16,645
+731% +$1.41M 0.68% 30
2017
Q2 		$315 Buy
2,277
+738
+48% +$62.4K 0.15% 162
2017
Q1 		$133K Sell
1,539
-17,539
-92% -$1.46M 0.09% 242
2016
Q4 		$1.58M Buy
+19,078
New +$1.62M 1.2% 6

Other funds holding BIV

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.62B AUM 8.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

IHT Wealth Management's BIV Position: Q1 2026 in Review

IHT Wealth Management reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 5.2% in Q1 2026, selling an estimated $12.5K and leaving 2,956 shares worth $228K. The position accounts for 0.01% of the portfolio, ranked #1130.

IHT Wealth Management first reported a position in BIV in Q4 2016 and has held it in 38 quarters since. The position peaked at $2.12M in Q4 2018. 1,005 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

  • IHT Wealth Management held 2,956 shares of Vanguard Intermediate-Term Bond ETF worth $228K as of Q1 2026.
  • IHT Wealth Management sold 161 Vanguard Intermediate-Term Bond ETF shares in Q1 2026, an estimated $12.5K.
  • Vanguard Intermediate-Term Bond ETF made up 0.01% of IHT Wealth Management's portfolio in Q1 2026, its #1130 holding.
  • IHT Wealth Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2016 and has held it in 38 quarters since.
  • IHT Wealth Management's Vanguard Intermediate-Term Bond ETF position peaked at $2.12M in Q4 2018.
  • 1,005 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

Based on IHT Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.