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

Lionshead 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	$5.81M	Buy	75,759 +2,537	+3%	+$195K	3.77%	6
2026 Q1	$5.65M	Buy	73,222 +465	+0.6%	+$36.2K	4.16%	4
2025 Q4	$5.67M	Buy	72,757 +1,696	+2%	+$133K	4.26%	3
2025 Q3	$5.55M	Buy	71,061 +5,730	+9%	+$444K	4.4%	3
2025 Q2	$5.05M	Buy	65,331 +3,481	+6%	+$265K	4.66%	1
2025 Q1	$4.74M	Sell	61,850 -14,111	-19%	-$1.06M	4.92%	3
2024 Q4	$5.68M	Buy	+75,961	New	+$5.78M	4.1%	3

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

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

Lionshead Wealth Management increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 3.5% in Q2 2026, buying an estimated $195K and bringing the position to 75,759 shares worth $5.81M. The position accounts for 3.77% of the portfolio, ranked #6.

Lionshead Wealth Management first reported a position in BIV in Q4 2024 and has held it in 7 quarters since. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

Lionshead Wealth Management held 75,759 shares of Vanguard Intermediate-Term Bond ETF worth $5.81M as of Q2 2026.
Lionshead Wealth Management bought 2,537 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $195K.
Vanguard Intermediate-Term Bond ETF made up 3.77% of Lionshead Wealth Management's portfolio in Q2 2026, its #6 holding.
Lionshead Wealth Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2024 and has held it in 7 quarters since.
1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Lionshead Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.