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

Latko 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	$313K	Sell	4,081 -5,421	-57%	-$416K	0.13%	33
2026 Q1	$733K	Buy	9,502 +1,407	+17%	+$110K	0.36%	25
2025 Q4	$630K	Sell	8,095 -247	-3%	-$19.3K	0.31%	21
2025 Q3	$651K	Buy	8,342 +1,888	+29%	+$146K	0.33%	23
2025 Q2	$499K	Buy	6,454 +91	+1%	+$6.93K	0.28%	23
2025 Q1	$487K	Sell	6,363 -2,038	-24%	-$154K	0.32%	19
2024 Q4	$628K	Sell	8,401 -1,175	-12%	-$89.3K	0.37%	21
2024 Q3	$750K	Buy	+9,576	New	+$738K	0.45%	17

Other funds holding BIV

TLFA

True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return

Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return

RIA

Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

BCM Advisors Lafayette, Louisiana $514M AUM 20.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Latko Wealth Management reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 57% in Q2 2026, selling an estimated $416K and leaving 4,081 shares worth $313K. The position accounts for 0.13% of the portfolio, ranked #33.

Latko Wealth Management first reported a position in BIV in Q3 2024 and has held it in 8 quarters since. The position peaked at $750K in Q3 2024. 508 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

Latko Wealth Management held 4,081 shares of Vanguard Intermediate-Term Bond ETF worth $313K as of Q2 2026.
Latko Wealth Management sold 5,421 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $416K.
Vanguard Intermediate-Term Bond ETF made up 0.13% of Latko Wealth Management's portfolio in Q2 2026, its #33 holding.
Latko Wealth Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q3 2024 and has held it in 8 quarters since.
Latko Wealth Management's Vanguard Intermediate-Term Bond ETF position peaked at $750K in Q3 2024.
508 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Latko Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.