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

Kondo 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	$899K	Buy	11,725 +34	+0.3%	+$2.61K	0.3%	30
2026 Q1	$902K	Buy	11,691 +111	+1%	+$8.64K	0.34%	27
2025 Q4	$902K	Sell	11,580 -1,144	-9%	-$89.5K	0.35%	27
2025 Q3	$994K	Buy	12,724 +330	+3%	+$25.5K	0.4%	27
2025 Q2	$954K	Buy	12,394 +56	+0.5%	+$4.26K	0.42%	26
2025 Q1	$945K	Buy	12,338 +324	+3%	+$24.4K	0.47%	28
2024 Q4	$898K	Buy	+12,014	New	+$913K	0.46%	28

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

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

Kondo Wealth Advisors increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 0.29% in Q2 2026, buying an estimated $2.61K and bringing the position to 11,725 shares worth $899K. The position accounts for 0.3% of the portfolio, ranked #30.

Kondo Wealth Advisors first reported a position in BIV in Q4 2024 and has held it in 7 quarters since. The position peaked at $994K in Q3 2025. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

Kondo Wealth Advisors held 11,725 shares of Vanguard Intermediate-Term Bond ETF worth $899K as of Q2 2026.
Kondo Wealth Advisors bought 34 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $2.61K.
Vanguard Intermediate-Term Bond ETF made up 0.3% of Kondo Wealth Advisors's portfolio in Q2 2026, its #30 holding.
Kondo Wealth Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2024 and has held it in 7 quarters since.
Kondo Wealth Advisors's Vanguard Intermediate-Term Bond ETF position peaked at $994K in Q3 2025.
1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Kondo Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.