Krilogy Financial’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Krilogy Financial’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	$272K	Buy	+3,546	New	+$272K	0.01%	856
2022 Q3	–	Sell	-3,743	Closed	-$291K	–	310
2022 Q2	$291K	Sell	3,743 -287	-7%	-$22.5K	0.03%	256
2022 Q1	$330K	Buy	4,030 +1,303	+48%	+$110K	0.03%	242
2021 Q4	$239K	Sell	2,727 -636	-19%	-$56.4K	0.02%	248
2021 Q3	$301K	Buy	3,363 +2	+0.1%	+$181	0.03%	223
2021 Q2	$302K	Buy	3,361 +2	+0.1%	+$179	0.03%	219
2021 Q1	$298K	Buy	3,359 +36	+1%	+$3.27K	0.03%	216
2020 Q4	$309K	Sell	3,323 -3,519	-51%	-$328K	0.04%	210
2020 Q3	$640K	Buy	6,842 +1,477	+28%	+$138K	0.09%	144
2020 Q2	$500K	Buy	+5,365	New	+$491K	0.08%	153
2018 Q1	–	Sell	-231	Closed	-$19K	–	768
2017 Q4	$19K	Hold	231	–	–	﹤0.01%	434
2017 Q3	$20K	Hold	231	–	–	0.01%	471
2017 Q2	$20K	Hold	231	–	–	0.01%	437
2017 Q1	$19K	Hold	231	–	–	0.01%	426
2016 Q4	$19K	Hold	231	–	–	0.01%	426
2016 Q3	$20K	Buy	+231	New	+$20.3K	0.01%	441

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

Krilogy Financial's BIV Position: Q2 2026 in Review

Krilogy Financial opened a new position in Vanguard Intermediate-Term Bond ETF (BIV) in Q2 2026: 3,546 shares worth $272K. The stake represents 0.01% of the portfolio and ranks #856 among its holdings. This is a return to the name: Krilogy Financial previously reported a position in BIV as recently as Q2 2022.

Krilogy Financial first reported a position in BIV in Q3 2016 and has held it in 16 quarters since. The position peaked at $640K in Q3 2020. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

Krilogy Financial held 3,546 shares of Vanguard Intermediate-Term Bond ETF worth $272K as of Q2 2026.
Vanguard Intermediate-Term Bond ETF was a new Krilogy Financial position in Q2 2026.
Vanguard Intermediate-Term Bond ETF made up 0.01% of Krilogy Financial's portfolio in Q2 2026, its #856 holding.
Krilogy Financial first reported a position in Vanguard Intermediate-Term Bond ETF in Q3 2016 and has held it in 16 quarters since.
Krilogy Financial's Vanguard Intermediate-Term Bond ETF position peaked at $640K in Q3 2020.
1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Krilogy Financial's 13F filing for Q2 2026, filed 27 Jul 2026.