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

Octavia 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	$264K	Hold	3,436	–	–	0.02%	190
2026 Q1	$265K	Buy	3,436 +757	+28%	+$58.9K	0.03%	197
2025 Q4	$209K	Hold	2,679	–	–	0.02%	235
2025 Q3	$209K	Hold	2,679	–	–	0.02%	238
2025 Q2	$207K	Hold	2,679	–	–	0.02%	217
2025 Q1	$205K	Hold	2,679	–	–	0.02%	220
2024 Q4	$200K	Hold	2,679	–	–	0.02%	215
2024 Q3	$210K	Hold	2,679	–	–	0.03%	211
2024 Q2	$201K	Hold	2,679	–	–	0.03%	210
2024 Q1	$202K	Hold	2,679	–	–	0.03%	213
2023 Q4	$205K	Buy	+2,679	New	+$196K	0.04%	214
2023 Q3	–	Sell	-2,679	Closed	-$202K	–	199
2023 Q2	$202K	Buy	+2,679	New	+$204K	0.04%	177

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

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

Octavia Wealth Advisors held its Vanguard Intermediate-Term Bond ETF (BIV) position steady in Q2 2026 at 3,436 shares worth $264K. The position accounts for 0.02% of the portfolio, ranked #190.

Octavia Wealth Advisors first reported a position in BIV in Q2 2023 and has held it in 12 quarters since. The position peaked at $265K in Q1 2026. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

Octavia Wealth Advisors held 3,436 shares of Vanguard Intermediate-Term Bond ETF worth $264K as of Q2 2026.
Octavia Wealth Advisors left its Vanguard Intermediate-Term Bond ETF share count unchanged in Q2 2026.
Vanguard Intermediate-Term Bond ETF made up 0.02% of Octavia Wealth Advisors's portfolio in Q2 2026, its #190 holding.
Octavia Wealth Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2023 and has held it in 12 quarters since.
Octavia Wealth Advisors's Vanguard Intermediate-Term Bond ETF position peaked at $265K in Q1 2026.
1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

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