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

IMG 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	–	Sell	-48	Closed	-$3.69K	–	615
2026 Q1	$3.69K	Hold	48	–	–	﹤0.01%	404
2025 Q4	$3.72K	Hold	48	–	–	﹤0.01%	444
2025 Q3	$3.73K	Hold	48	–	–	﹤0.01%	383
2025 Q2	$3.7K	Hold	48	–	–	﹤0.01%	385
2025 Q1	$3.66K	Sell	48 -106	-69%	-$8K	﹤0.01%	249
2024 Q4	$11.5K	Buy	+154	New	+$11.7K	0.01%	193

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

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

IMG Wealth Management sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q2 2026, closing a stake of 48 shares — an estimated $3.69K sold.

IMG Wealth Management first reported a position in BIV in Q4 2024 and held it in 6 quarters. The position peaked at $11.5K in Q4 2024. 1,020 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

IMG Wealth Management reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q2 2026 after selling out during the quarter.
IMG Wealth Management sold 48 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $3.69K.
IMG Wealth Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2024 and held it in 6 quarters.
IMG Wealth Management's Vanguard Intermediate-Term Bond ETF position peaked at $11.5K in Q4 2024.
1,020 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on IMG Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.