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

Liberty 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 		$366K Hold
4,747
– – 0.05% 177
2026
Q1 		$366K Buy
4,747
+417
+10% +$32.5K 0.05% 177
2025
Q4 		$337K Sell
4,330
-366
-8% -$28.6K 0.04% 173
2025
Q3 		$367K Buy
4,696
+426
+10% +$33K 0.05% 159
2025
Q2 		$330K Buy
4,270
+18
+0.4% +$1.37K 0.05% 163
2025
Q1 		$326K Buy
4,252
+199
+5% +$15K 0.06% 116
2024
Q4 		$303K Buy
4,053
+47
+1% +$3.57K 0.05% 161
2024
Q3 		$314K Buy
4,006
+171
+4% +$13.2K 0.05% 154
2024
Q2 		$287K Buy
3,835
+196
+5% +$14.6K 0.05% 164
2024
Q1 		$274K Buy
3,639
+3,633
+60,550% +$274K 0.05% 151
2023
Q4 		$261K Sell
6
-3,316
-100% -$243K 0.06% 140
2023
Q3 		$240K Sell
3,322
-108
-3% -$7.99K 0.06% 150
2023
Q2 		$258K Buy
3,430
+49
+1% +$3.73K 0.06% 155
2023
Q1 		$259K Buy
+3,381
New +$256K 0.05% 190
2022
Q3 		$249K Buy
3,396
+164
+5% +$12.7K 0.07% 127
2022
Q2 		$250K Sell
3,232
-77
-2% -$6.04K 0.1% 119
2022
Q1 		$264K Buy
+3,309
New +$279K 0.1% 119
2021
Q4 		– Sell
-4,377
Closed -$388K – 130
2021
Q3 		$389K Buy
4,377
+1,372
+46% +$124K 0.14% 94
2021
Q2 		$270K Buy
3,005
+1,282
+74% +$115K 0.11% 107
2021
Q1 		$158K Hold
1,723
– – 0.08% 132
2020
Q4 		$158K Buy
1,723
+140
+9% +$13K 0.08% 131
2020
Q3 		$148K Buy
1,583
+307
+24% +$28.8K 0.09% 119
2020
Q2 		$119K Sell
1,276
-105
-8% -$9.61K 0.08% 129
2020
Q1 		$123K Sell
1,381
-14
-1% -$1.24K 0.11% 122
2019
Q4 		$122K Buy
1,395
+27
+2% +$2.36K 0.1% 139
2019
Q3 		$120K Sell
1,368
-96
-7% -$8.39K 0.11% 129
2019
Q2 		$127K Buy
1,464
+47
+3% +$3.97K 0.11% 142
2019
Q1 		$118K Sell
1,417
-178
-11% -$14.7K 0.09% 122
2018
Q4 		$129K Buy
+1,595
New +$128K 0.1% 112

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
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
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

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

Liberty Wealth Management held its Vanguard Intermediate-Term Bond ETF (BIV) position steady in Q2 2026 at 4,747 shares worth $366K. The position accounts for 0.05% of the portfolio, ranked #177.

Liberty Wealth Management first reported a position in BIV in Q4 2018 and has held it in 29 quarters since. The position peaked at $389K in Q3 2021. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • Liberty Wealth Management held 4,747 shares of Vanguard Intermediate-Term Bond ETF worth $366K as of Q2 2026.
  • Liberty Wealth Management left its Vanguard Intermediate-Term Bond ETF share count unchanged in Q2 2026.
  • Vanguard Intermediate-Term Bond ETF made up 0.05% of Liberty Wealth Management's portfolio in Q2 2026, its #177 holding.
  • Liberty Wealth Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2018 and has held it in 29 quarters since.
  • Liberty Wealth Management's Vanguard Intermediate-Term Bond ETF position peaked at $389K in Q3 2021.
  • 1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Liberty Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.