Medallion Wealth Advisors’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Medallion Wealth Advisors’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	$245	Sell	3 -45	-94%	-$3.46K	﹤0.01%	1059
2026 Q1	$3.72K	Hold	48	–	–	﹤0.01%	925
2025 Q4	$3.75K	Hold	48	–	–	﹤0.01%	909
2025 Q3	$3.75K	Hold	48	–	–	﹤0.01%	903
2025 Q2	$3.7K	Sell	48 -12	-20%	-$914	﹤0.01%	882
2025 Q1	$4.6K	Sell	60 -26	-30%	-$1.96K	﹤0.01%	800
2024 Q4	$6.43K	Buy	+86	New	+$6.54K	﹤0.01%	721

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

Medallion Wealth Advisors's BIV Position: Q2 2026 in Review

Medallion Wealth Advisors reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 94% in Q2 2026, selling an estimated $3.46K and leaving 3 shares worth $245. The position accounts for ﹤0.01% of the portfolio, ranked #1059.

Medallion Wealth Advisors first reported a position in BIV in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.43K in Q4 2024. 1,024 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

Medallion Wealth Advisors held 3 shares of Vanguard Intermediate-Term Bond ETF worth $245 as of Q2 2026.
Medallion Wealth Advisors sold 45 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $3.46K.
Vanguard Intermediate-Term Bond ETF made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q2 2026, its #1059 holding.
Medallion Wealth Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2024 and has held it in 7 quarters since.
Medallion Wealth Advisors's Vanguard Intermediate-Term Bond ETF position peaked at $6.43K in Q4 2024.
1,024 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.