KSWWM
BIV icon

Keyes Stange & Wooten Wealth Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Keyes Stange & Wooten Wealth 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 		$30.3M Buy
394,939
+63,169
+19% +$4.85M 12.09% 3
2026
Q1 		$25.6M Buy
331,770
+87,764
+36% +$6.83M 11.43% 3
2025
Q4 		$19M Buy
244,006
+10,439
+4% +$816K 9.01% 4
2025
Q3 		$18.2M Buy
233,567
+12,662
+6% +$980K 8.83% 4
2025
Q2 		$17.1M Buy
220,905
+42,108
+24% +$3.21M 8.87% 4
2025
Q1 		$13.7M Buy
178,797
+17,506
+11% +$1.32M 7.78% 5
2024
Q4 		$12.1M Buy
161,291
+20,222
+14% +$1.54M 7.1% 5
2024
Q3 		$11.1M Buy
141,069
+112,465
+393% +$8.67M 6.56% 5
2024
Q2 		$2.14M Buy
28,604
+3,451
+14% +$256K 1.49% 12
2024
Q1 		$1.9M Buy
25,153
+8
+0% +$603 1.67% 12
2023
Q4 		$1.92M Buy
+25,145
New +$1.84M 2.04% 9

Other funds holding BIV

ZF
Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
BA
BCM Advisors Lafayette, Louisiana $514M AUM 20.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DWS
Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 20.96% 1-Year Est. Return

Keyes Stange & Wooten Wealth Management's BIV Position: Q2 2026 in Review

Keyes Stange & Wooten Wealth Management increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 19% in Q2 2026, buying an estimated $4.85M and bringing the position to 394,939 shares worth $30.3M. The position accounts for 12.09% of the portfolio, ranked #3.

Keyes Stange & Wooten Wealth Management first reported a position in BIV in Q4 2023 and has held it in 11 quarters since. 480 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • Keyes Stange & Wooten Wealth Management held 394,939 shares of Vanguard Intermediate-Term Bond ETF worth $30.3M as of Q2 2026.
  • Keyes Stange & Wooten Wealth Management bought 63,169 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $4.85M.
  • Vanguard Intermediate-Term Bond ETF made up 12.09% of Keyes Stange & Wooten Wealth Management's portfolio in Q2 2026, its #3 holding.
  • Keyes Stange & Wooten Wealth Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • 480 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Keyes Stange & Wooten Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.