Kingswood Wealth Advisors’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Kingswood Wealth Advisors’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	$450K	Buy	5,873 +1,240	+27%	+$95.2K	0.02%	637
2026 Q1	$358K	Sell	4,633 -3,985	-46%	-$310K	0.02%	657
2025 Q4	$671K	Sell	8,618 -1,000	-10%	-$78.2K	0.03%	441
2025 Q3	$751K	Buy	9,618 +6,660	+225%	+$516K	0.05%	361
2025 Q2	$229K	Sell	2,958 -592	-17%	-$45.1K	0.02%	659
2025 Q1	$272K	Sell	3,550 -4,718	-57%	-$356K	0.02%	580
2024 Q4	$618K	Sell	8,268 -895	-10%	-$68K	0.05%	382
2024 Q3	$718K	Buy	+9,163	New	+$706K	0.05%	364

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

Kingswood Wealth Advisors's BIV Position: Q2 2026 in Review

Kingswood Wealth Advisors increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 27% in Q2 2026, buying an estimated $95.2K and bringing the position to 5,873 shares worth $450K. The position accounts for 0.02% of the portfolio, ranked #637.

Kingswood Wealth Advisors first reported a position in BIV in Q3 2024 and has held it in 8 quarters since. The position peaked at $751K in Q3 2025. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

Kingswood Wealth Advisors held 5,873 shares of Vanguard Intermediate-Term Bond ETF worth $450K as of Q2 2026.
Kingswood Wealth Advisors bought 1,240 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $95.2K.
Vanguard Intermediate-Term Bond ETF made up 0.02% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #637 holding.
Kingswood Wealth Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q3 2024 and has held it in 8 quarters since.
Kingswood Wealth Advisors's Vanguard Intermediate-Term Bond ETF position peaked at $751K in Q3 2025.
1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.