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

Kestra 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	$354K	Sell	4,611 -731	-14%	-$56.1K	0.01%	387
2026 Q1	$412K	Buy	5,342 +1,672	+46%	+$130K	0.01%	311
2025 Q4	$286K	Buy	3,670 +368	+11%	+$28.8K	0.01%	372
2025 Q3	$258K	Sell	3,302 -5,289	-62%	-$409K	0.01%	379
2025 Q2	$661K	Buy	8,591 +3,830	+80%	+$292K	0.01%	337
2025 Q1	$365K	Buy	4,761 +2,265	+91%	+$171K	0.01%	307
2024 Q4	$187K	Buy	+2,496	New	+$190K	0.01%	365

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

Kestra Investment Management's BIV Position: Q2 2026 in Review

Kestra Investment Management reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 14% in Q2 2026, selling an estimated $56.1K and leaving 4,611 shares worth $354K. The position accounts for 0.01% of the portfolio, ranked #387.

Kestra Investment Management first reported a position in BIV in Q4 2024 and has held it in 7 quarters since. The position peaked at $661K in Q2 2025. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

Kestra Investment Management held 4,611 shares of Vanguard Intermediate-Term Bond ETF worth $354K as of Q2 2026.
Kestra Investment Management sold 731 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $56.1K.
Vanguard Intermediate-Term Bond ETF made up 0.01% of Kestra Investment Management's portfolio in Q2 2026, its #387 holding.
Kestra Investment Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2024 and has held it in 7 quarters since.
Kestra Investment Management's Vanguard Intermediate-Term Bond ETF position peaked at $661K in Q2 2025.
1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Kestra Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.