Lugano Financial Advisors SA (LFA)’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Lugano Financial Advisors SA (LFA)’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	$56.4K	Hold	735	–	–	0.03%	152
2026 Q1	$56.3K	Hold	735	–	–	0.03%	139
2025 Q4	$57.2K	Hold	735	–	–	0.03%	144
2025 Q3	$57.2K	Sell	735 -4,671	-86%	-$362K	0.03%	133
2025 Q2	$415K	Hold	5,406	–	–	0.25%	47
2025 Q1	$414K	Sell	5,406 -65	-1%	-$4.9K	0.28%	45
2024 Q4	$409K	Sell	5,471 -9,195	-63%	-$699K	0.27%	48
2024 Q3	$1.15M	Hold	14,666	–	–	0.78%	29
2024 Q2	$1.1M	Sell	14,666 -235	-2%	-$17.5K	0.84%	28
2024 Q1	$1.12M	Sell	14,901 -40,386	-73%	-$3.04M	0.82%	30
2023 Q4	$4.22M	Buy	+55,287	New	+$4.05M	3.32%	6

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

Lugano Financial Advisors SA (LFA)'s BIV Position: Q2 2026 in Review

Lugano Financial Advisors SA (LFA) held its Vanguard Intermediate-Term Bond ETF (BIV) position steady in Q2 2026 at 735 shares worth $56.4K. The position accounts for 0.03% of the portfolio, ranked #152.

Lugano Financial Advisors SA (LFA) first reported a position in BIV in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.22M in Q4 2023. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

Lugano Financial Advisors SA (LFA) held 735 shares of Vanguard Intermediate-Term Bond ETF worth $56.4K as of Q2 2026.
Lugano Financial Advisors SA (LFA) left its Vanguard Intermediate-Term Bond ETF share count unchanged in Q2 2026.
Vanguard Intermediate-Term Bond ETF made up 0.03% of Lugano Financial Advisors SA (LFA)'s portfolio in Q2 2026, its #152 holding.
Lugano Financial Advisors SA (LFA) first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2023 and has held it in 11 quarters since.
Lugano Financial Advisors SA (LFA)'s Vanguard Intermediate-Term Bond ETF position peaked at $4.22M in Q4 2023.
1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q2 2026, filed 28 Jul 2026.