Innovative Wealth Building’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Innovative Wealth Building’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	$367K	Buy	+4,791	New	+$368K	0.21%	53

Other funds holding BIV

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return

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

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Innovative Wealth Building's BIV Position: Q2 2026 in Review

Innovative Wealth Building opened a new position in Vanguard Intermediate-Term Bond ETF (BIV) in Q2 2026: 4,791 shares worth $367K. The stake represents 0.21% of the portfolio and ranks #53 among its holdings.

710 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

Innovative Wealth Building held 4,791 shares of Vanguard Intermediate-Term Bond ETF worth $367K as of Q2 2026.
Vanguard Intermediate-Term Bond ETF was a new Innovative Wealth Building position in Q2 2026.
Vanguard Intermediate-Term Bond ETF made up 0.21% of Innovative Wealth Building's portfolio in Q2 2026, its #53 holding.
710 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Innovative Wealth Building's 13F filing for Q2 2026, filed 23 Jul 2026.