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Kingsview Wealth Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Kingsview 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 		$1.65M Buy
21,572
+1,058
+5% +$81.2K 0.02% 599
2026
Q1 		$1.58M Buy
20,514
+2,869
+16% +$223K 0.02% 559
2025
Q4 		$1.37M Sell
17,645
-612
-3% -$47.9K 0.02% 553
2025
Q3 		$1.43M Buy
18,257
+1,802
+11% +$140K 0.02% 520
2025
Q2 		$1.27M Sell
16,455
-3,097
-16% -$236K 0.02% 525
2025
Q1 		$1.5M Sell
19,552
-1,299
-6% -$98K 0.03% 448
2024
Q4 		$1.56M Sell
20,851
-6,248
-23% -$475K 0.03% 449
2024
Q3 		$2.12M Buy
27,099
+5,662
+26% +$437K 0.04% 365
2024
Q2 		$1.61M Buy
21,437
+1,257
+6% +$93.4K 0.04% 398
2024
Q1 		$1.52M Sell
20,180
-2,548
-11% -$192K 0.04% 403
2023
Q4 		$1.74M Sell
22,728
-2,766
-11% -$203K 0.05% 311
2023
Q3 		$1.84M Buy
25,494
+8,025
+46% +$594K 0.07% 300
2023
Q2 		$1.31M Buy
17,469
+93
+0.5% +$7.08K 0.05% 325
2023
Q1 		$1.33M Sell
17,376
-1,489
-8% -$113K 0.06% 322
2022
Q4 		$1.4M Sell
18,865
-18,700
-50% -$1.39M 0.06% 285
2022
Q3 		$2.76M Sell
37,565
-6,811
-15% -$527K 0.13% 178
2022
Q2 		$3.45M Buy
44,376
+2,445
+6% +$192K 0.16% 143
2022
Q1 		$3.43M Sell
41,931
-797
-2% -$67.3K 0.15% 149
2021
Q4 		$3.74M Sell
42,728
-5,462
-11% -$485K 0.16% 143
2021
Q3 		$4.31M Buy
48,190
+14,126
+41% +$1.28M 0.2% 112
2021
Q2 		$3.06M Buy
34,064
+1,236
+4% +$110K 0.15% 148
2021
Q1 		$2.91M Buy
32,828
+3,951
+14% +$359K 0.17% 136
2020
Q4 		$2.68M Buy
28,877
+19,619
+212% +$1.83M 0.19% 120
2020
Q3 		$865K Buy
9,258
+40
+0.4% +$3.75K 0.08% 255
2020
Q2 		$859K Sell
9,218
-212
-2% -$19.4K 0.09% 228
2020
Q1 		$842K Buy
9,430
+275
+3% +$24.4K 0.11% 201
2019
Q4 		$799K Sell
9,155
-208
-2% -$18.2K 0.1% 223
2019
Q3 		$824K Buy
9,363
+377
+4% +$32.9K 0.13% 179
2019
Q2 		$777K Sell
8,986
-867
-9% -$73.2K 0.13% 187
2019
Q1 		$827K Buy
9,853
+92
+0.9% +$7.57K 0.13% 198
2018
Q4 		$793K Buy
9,761
+173
+2% +$13.9K 0.17% 160
2018
Q3 		$772K Buy
9,588
+94
+1% +$7.6K 0.16% 176
2018
Q2 		$769K Sell
9,494
-1,664
-15% -$134K 0.18% 149
2018
Q1 		$912K Sell
11,158
-2,304
-17% -$189K 0.23% 130
2017
Q4 		$1.13M Buy
13,462
+767
+6% +$64.6K 0.4% 69
2017
Q3 		$1.07M Buy
12,695
+4,801
+61% +$408K 0.47% 57
2017
Q2 		$667K Buy
7,894
+5,236
+197% +$442K 0.34% 94
2017
Q1 		$222K Buy
+2,658
New +$221K 0.13% 204

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

Kingsview Wealth Management's BIV Position: Q2 2026 in Review

Kingsview Wealth Management increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 5.2% in Q2 2026, buying an estimated $81.2K and bringing the position to 21,572 shares worth $1.65M. The position accounts for 0.02% of the portfolio, ranked #599.

Kingsview Wealth Management first reported a position in BIV in Q1 2017 and has held it in 38 quarters since. The position peaked at $4.31M in Q3 2021. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • Kingsview Wealth Management held 21,572 shares of Vanguard Intermediate-Term Bond ETF worth $1.65M as of Q2 2026.
  • Kingsview Wealth Management bought 1,058 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $81.2K.
  • Vanguard Intermediate-Term Bond ETF made up 0.02% of Kingsview Wealth Management's portfolio in Q2 2026, its #599 holding.
  • Kingsview Wealth Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2017 and has held it in 38 quarters since.
  • Kingsview Wealth Management's Vanguard Intermediate-Term Bond ETF position peaked at $4.31M in Q3 2021.
  • 1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.