International Assets Investment Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

International Assets Investment 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	$1.15M	Buy	15,086 +1,133	+8%	+$87K	0.07%	254
2026 Q1	$1.07M	Buy	13,953 +100	+0.7%	+$7.79K	0.07%	247
2025 Q4	$1.08M	Buy	13,853 +189	+1%	+$14.8K	0.07%	236
2025 Q3	$1.05M	Hold	13,664	–	–	0.08%	230
2025 Q2	$1.06M	Sell	13,664 -2,071	-13%	-$158K	0.09%	226
2025 Q1	$1.2M	Sell	15,735 -146	-0.9%	-$11K	0.11%	199
2024 Q4	$1.19M	Buy	+15,881	New	+$1.21M	0.1%	191
2024 Q3	–	Sell	-12,733	Closed	-$954K	–	1845
2024 Q2	$954K	Buy	12,733 +251	+2%	+$18.7K	0.09%	208
2024 Q1	$932K	Sell	12,482 -57	-0.5%	-$4.3K	0.1%	219
2023 Q4	$958K	Buy	+12,539	New	+$918K	0.12%	185
2021 Q2	–	Sell	-15,526	Closed	-$1.46M	–	655
2021 Q1	$1.46M	Hold	15,526	–	–	0.13%	154
2020 Q4	$1.46M	Buy	+15,526	New	+$1.45M	0.27%	67

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

International Assets Investment Management's BIV Position: Q2 2026 in Review

International Assets Investment Management increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 8.1% in Q2 2026, buying an estimated $87K and bringing the position to 15,086 shares worth $1.15M. The position accounts for 0.07% of the portfolio, ranked #254.

International Assets Investment Management first reported a position in BIV in Q4 2020 and has held it in 12 quarters since. The position peaked at $1.46M in Q1 2021. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

International Assets Investment Management held 15,086 shares of Vanguard Intermediate-Term Bond ETF worth $1.15M as of Q2 2026.
International Assets Investment Management bought 1,133 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $87K.
Vanguard Intermediate-Term Bond ETF made up 0.07% of International Assets Investment Management's portfolio in Q2 2026, its #254 holding.
International Assets Investment Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2020 and has held it in 12 quarters since.
International Assets Investment Management's Vanguard Intermediate-Term Bond ETF position peaked at $1.46M in Q1 2021.
1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on International Assets Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.