Joseph P. Lucia & Associates’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Joseph P. Lucia & 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	$2.92M	Sell	38,098 -1,268	-3%	-$97.3K	0.88%	32
2026 Q1	$3.04M	Sell	39,366 -440	-1%	-$34.3K	1.09%	24
2025 Q4	$3.1M	Buy	39,806 +5,501	+16%	+$430K	1.12%	24
2025 Q3	$2.68M	Sell	34,305 -3,747	-10%	-$290K	1.01%	28
2025 Q2	$2.94M	Buy	38,052 +550	+1%	+$41.9K	1.2%	24
2025 Q1	$2.87M	Sell	37,502 -1,664	-4%	-$126K	1.31%	24
2024 Q4	$2.93M	Sell	39,166 -2,486	-6%	-$189K	1.3%	23
2024 Q3	$3.26M	Buy	41,652 +5,254	+14%	+$405K	1.5%	21
2024 Q2	$2.73M	Buy	36,398 +1,454	+4%	+$108K	1.4%	20
2024 Q1	$2.63M	Buy	34,944 +15,935	+84%	+$1.2M	1.41%	20
2023 Q4	$1.45M	Buy	19,009 +14,039	+282%	+$1.03M	0.9%	36
2023 Q3	$359K	Hold	4,970	–	–	0.25%	82
2023 Q2	$374K	Sell	4,970 -632	-11%	-$48.1K	0.25%	84
2023 Q1	$430K	Sell	5,602 -90	-2%	-$6.82K	0.3%	75
2022 Q4	$423K	Buy	5,692 +100	+2%	+$7.41K	0.32%	75
2022 Q3	$411K	Buy	5,592 +2,512	+82%	+$194K	0.32%	71
2022 Q2	$239K	Sell	3,080 -680	-18%	-$53.3K	0.17%	92
2022 Q1	$308K	Sell	3,760 -2,190	-37%	-$185K	0.19%	87
2021 Q4	$521K	Sell	5,950 -1,615	-21%	-$143K	0.33%	70
2021 Q3	$677K	Sell	7,565 -715	-9%	-$64.7K	0.4%	66
2021 Q2	$745K	Sell	8,280 -517	-6%	-$46.2K	0.45%	60
2021 Q1	$781K	Buy	8,797 +3,295	+60%	+$299K	0.35%	55
2020 Q4	$511K	Buy	5,502 +2,157	+64%	+$201K	0.36%	68
2020 Q3	$313K	Buy	3,345 +80	+2%	+$7.49K	0.29%	74
2020 Q2	$304K	Buy	3,265 +2,180	+201%	+$200K	0.27%	74
2020 Q1	$97K	Hold	1,085	–	–	0.11%	122
2019 Q4	$95K	Sell	1,085 -600	-36%	-$52.5K	0.09%	134
2019 Q3	$148K	Hold	1,685	–	–	0.15%	103
2019 Q2	$146K	Sell	1,685 -78,780	-98%	-$6.66M	0.15%	99
2019 Q1	$965	Buy	+80,465	New	+$6.62M	0.07%	124

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

Joseph P. Lucia & Associates's BIV Position: Q2 2026 in Review

Joseph P. Lucia & Associates reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 3.2% in Q2 2026, selling an estimated $97.3K and leaving 38,098 shares worth $2.92M. The position accounts for 0.88% of the portfolio, ranked #32.

Joseph P. Lucia & Associates first reported a position in BIV in Q1 2019 and has held it in 30 quarters since. The position peaked at $3.26M in Q3 2024. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

Joseph P. Lucia & Associates held 38,098 shares of Vanguard Intermediate-Term Bond ETF worth $2.92M as of Q2 2026.
Joseph P. Lucia & Associates sold 1,268 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $97.3K.
Vanguard Intermediate-Term Bond ETF made up 0.88% of Joseph P. Lucia & Associates's portfolio in Q2 2026, its #32 holding.
Joseph P. Lucia & Associates first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2019 and has held it in 30 quarters since.
Joseph P. Lucia & Associates's Vanguard Intermediate-Term Bond ETF position peaked at $3.26M in Q3 2024.
1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Joseph P. Lucia & Associates's 13F filing for Q2 2026, filed 7 Aug 2026.