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Leo Wealth LLC’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Leo Wealth LLC’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
Q1 		$332K Sell
4,307
-918
-18% -$71.5K 0.02% 335
2025
Q4 		$407K Buy
+5,225
New +$409K 0.03% 293
2025
Q3 		– Sell
-4,414
Closed -$341K – 295
2025
Q2 		$341K Buy
+4,414
New +$336K 0.03% 287

Other funds holding BIV

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Baird Financial Group
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Leo Wealth LLC's BIV Position: Q1 2026 in Review

Leo Wealth LLC reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 18% in Q1 2026, selling an estimated $71.5K and leaving 4,307 shares worth $332K. The position accounts for 0.02% of the portfolio, ranked #335.

Leo Wealth LLC first reported a position in BIV in Q2 2025 and has held it in 3 quarters since. The position peaked at $407K in Q4 2025. 1,013 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

  • Leo Wealth LLC held 4,307 shares of Vanguard Intermediate-Term Bond ETF worth $332K as of Q1 2026.
  • Leo Wealth LLC sold 918 Vanguard Intermediate-Term Bond ETF shares in Q1 2026, an estimated $71.5K.
  • Vanguard Intermediate-Term Bond ETF made up 0.02% of Leo Wealth LLC's portfolio in Q1 2026, its #335 holding.
  • Leo Wealth LLC first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2025 and has held it in 3 quarters since.
  • Leo Wealth LLC's Vanguard Intermediate-Term Bond ETF position peaked at $407K in Q4 2025.
  • 1,013 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

Based on Leo Wealth LLC's 13F filing for Q1 2026, filed 5 May 2026.