Kathmere Capital Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Kathmere Capital 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 Q1	–	Sell	-2,967	Closed	-$231K	–	628
2025 Q4	$231K	Buy	2,967 +1	+0%	+$78	0.02%	485
2025 Q3	$232K	Hold	2,966	–	–	0.02%	453
2025 Q2	$229K	Sell	2,966 -1,834	-38%	-$140K	0.02%	421
2025 Q1	$368K	Sell	4,800 -5,022	-51%	-$379K	0.03%	287
2024 Q4	$734K	Buy	+9,822	New	+$747K	0.07%	165
2022 Q4	–	Sell	-2,945	Closed	-$216K	–	203
2022 Q3	$216K	Buy	+2,945	New	+$228K	0.04%	145

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

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

Kathmere Capital Management's BIV Position: Q1 2026 in Review

Kathmere Capital Management sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q1 2026, closing a stake of 2,967 shares — an estimated $231K sold.

Kathmere Capital Management first reported a position in BIV in Q3 2022 and held it in 6 quarters. The position peaked at $734K in Q4 2024. 1,013 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

Kathmere Capital Management reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q1 2026 after selling out during the quarter.
Kathmere Capital Management sold 2,967 Vanguard Intermediate-Term Bond ETF shares in Q1 2026, an estimated $231K.
Kathmere Capital Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q3 2022 and held it in 6 quarters.
Kathmere Capital Management's Vanguard Intermediate-Term Bond ETF position peaked at $734K in Q4 2024.
1,013 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

Based on Kathmere Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.