KPP Advisory Services’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

KPP Advisory 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	$420K	Sell	5,472 -10	-0.2%	-$768	0.05%	254
2026 Q1	$423K	Hold	5,482	–	–	0.06%	237
2025 Q4	$427K	Sell	5,482 -273	-5%	-$21.4K	0.06%	220
2025 Q3	$449K	Sell	5,755 -30	-0.5%	-$2.32K	0.07%	218
2025 Q2	$447K	Sell	5,785 -344	-6%	-$26.2K	0.07%	203
2025 Q1	$469K	Sell	6,129 -909	-13%	-$68.6K	0.09%	184
2024 Q4	$526K	Sell	7,038 -483	-6%	-$36.7K	0.12%	144
2024 Q3	$589K	Sell	7,521 -3,651	-33%	-$281K	0.14%	125
2024 Q2	$837K	Sell	11,172 -10,340	-48%	-$768K	0.22%	93
2024 Q1	$1.62M	Buy	+21,512	New	+$1.62M	0.45%	57
2023 Q4	–	Sell	-40,315	Closed	-$2.92M	–	131
2023 Q3	$2.92M	Buy	+40,315	New	+$2.98M	0.96%	24

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

KPP Advisory Services's BIV Position: Q2 2026 in Review

KPP Advisory Services reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 0.18% in Q2 2026, selling an estimated $768 and leaving 5,472 shares worth $420K. The position accounts for 0.05% of the portfolio, ranked #254.

KPP Advisory Services first reported a position in BIV in Q3 2023 and has held it in 11 quarters since. The position peaked at $2.92M in Q3 2023. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

KPP Advisory Services held 5,472 shares of Vanguard Intermediate-Term Bond ETF worth $420K as of Q2 2026.
KPP Advisory Services sold 10 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $768.
Vanguard Intermediate-Term Bond ETF made up 0.05% of KPP Advisory Services's portfolio in Q2 2026, its #254 holding.
KPP Advisory Services first reported a position in Vanguard Intermediate-Term Bond ETF in Q3 2023 and has held it in 11 quarters since.
KPP Advisory Services's Vanguard Intermediate-Term Bond ETF position peaked at $2.92M in Q3 2023.
1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on KPP Advisory Services's 13F filing for Q2 2026, filed 24 Jul 2026.