Jim Saulnier & Associates’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Jim Saulnier & Associates’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	$1.31M	Sell	17,095 -21,621	-56%	-$1.66M	0.53%	41
2026 Q1	$2.99M	Buy	38,716 +769	+2%	+$59.9K	1.45%	15
2025 Q4	$2.96M	Sell	37,947 -1,206	-3%	-$94.3K	1.53%	15
2025 Q3	$3.06M	Sell	39,153 -7,440	-16%	-$576K	1.7%	12
2025 Q2	$3.6M	Sell	46,593 -3,802	-8%	-$290K	2.46%	7
2025 Q1	$3.86M	Buy	50,395 +4,797	+11%	+$362K	3%	7
2024 Q4	$3.41M	Buy	45,598 +7,481	+20%	+$569K	2.94%	8
2024 Q3	$2.99M	Buy	+38,117	New	+$2.94M	2.92%	5

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

Jim Saulnier & Associates's BIV Position: Q2 2026 in Review

Jim Saulnier & Associates reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 56% in Q2 2026, selling an estimated $1.66M and leaving 17,095 shares worth $1.31M. The position accounts for 0.53% of the portfolio, ranked #41.

Jim Saulnier & Associates first reported a position in BIV in Q3 2024 and has held it in 8 quarters since. The position peaked at $3.86M in Q1 2025. 1,021 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

Jim Saulnier & Associates held 17,095 shares of Vanguard Intermediate-Term Bond ETF worth $1.31M as of Q2 2026.
Jim Saulnier & Associates sold 21,621 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $1.66M.
Vanguard Intermediate-Term Bond ETF made up 0.53% of Jim Saulnier & Associates's portfolio in Q2 2026, its #41 holding.
Jim Saulnier & Associates first reported a position in Vanguard Intermediate-Term Bond ETF in Q3 2024 and has held it in 8 quarters since.
Jim Saulnier & Associates's Vanguard Intermediate-Term Bond ETF position peaked at $3.86M in Q1 2025.
1,021 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Jim Saulnier & Associates's 13F filing for Q2 2026, filed 28 Jul 2026.