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Kestra Private Wealth Services’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Kestra Private Wealth Services’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 		$8.97M Buy
116,914
+1,823
+2% +$140K 0.1% 222
2026
Q1 		$8.88M Buy
115,091
+1,898
+2% +$148K 0.11% 211
2025
Q4 		$8.82M Buy
113,193
+14,737
+15% +$1.15M 0.11% 205
2025
Q3 		$7.69M Buy
98,456
+11,357
+13% +$879K 0.1% 223
2025
Q2 		$6.74M Buy
87,099
+14,752
+20% +$1.12M 0.1% 232
2025
Q1 		$5.54M Sell
72,347
-26,876
-27% -$2.03M 0.09% 238
2024
Q4 		$7.41M Sell
99,223
-1,155
-1% -$87.8K 0.13% 181
2024
Q3 		$7.87M Buy
100,378
+41,590
+71% +$3.21M 0.14% 156
2024
Q2 		$4.4M Buy
58,788
+5,530
+10% +$411K 0.09% 238
2024
Q1 		$4.02M Sell
53,258
-7,656
-13% -$577K 0.09% 236
2023
Q4 		$4.65M Buy
60,914
+34,647
+132% +$2.54M 0.12% 196
2023
Q3 		$1.9M Buy
26,267
+17,838
+212% +$1.32M 0.06% 315
2023
Q2 		$634K Buy
8,429
+1,441
+21% +$110K 0.02% 563
2023
Q1 		$536K Buy
6,988
+2,079
+42% +$157K 0.02% 577
2022
Q4 		$365K Buy
4,909
+155
+3% +$11.5K 0.02% 612
2022
Q3 		$349K Buy
4,754
+66
+1% +$5.11K 0.02% 602
2022
Q2 		$364K Sell
4,688
-149
-3% -$11.7K 0.02% 604
2022
Q1 		$396K Buy
4,837
+299
+7% +$25.2K 0.02% 656
2021
Q4 		$398K Buy
4,538
+543
+14% +$48.2K 0.02% 661
2021
Q3 		$357K Sell
3,995
-270
-6% -$24.4K 0.02% 640
2021
Q2 		$384K Buy
4,265
+1,531
+56% +$137K 0.02% 582
2021
Q1 		$243K Sell
2,734
-1,192
-30% -$108K 0.02% 678
2020
Q4 		$365K Buy
3,926
+707
+22% +$65.8K 0.03% 515
2020
Q3 		$301K Buy
+3,219
New +$301K 0.03% 484

Other funds holding BIV

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Baird Financial Group
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Kestra Private Wealth Services's BIV Position: Q2 2026 in Review

Kestra Private Wealth Services increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 1.6% in Q2 2026, buying an estimated $140K and bringing the position to 116,914 shares worth $8.97M. The position accounts for 0.1% of the portfolio, ranked #222.

Kestra Private Wealth Services first reported a position in BIV in Q3 2020 and has held it in 24 quarters since. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • Kestra Private Wealth Services held 116,914 shares of Vanguard Intermediate-Term Bond ETF worth $8.97M as of Q2 2026.
  • Kestra Private Wealth Services bought 1,823 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $140K.
  • Vanguard Intermediate-Term Bond ETF made up 0.1% of Kestra Private Wealth Services's portfolio in Q2 2026, its #222 holding.
  • Kestra Private Wealth Services first reported a position in Vanguard Intermediate-Term Bond ETF in Q3 2020 and has held it in 24 quarters since.
  • 1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.