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

Outlook 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	$792K	Sell	10,324 -2	-0%	-$154	0.17%	128
2026 Q1	$797K	Buy	10,326 +46	+0.4%	+$3.58K	0.19%	116
2025 Q4	$801K	Hold	10,280	–	–	0.18%	110
2025 Q3	$803K	Sell	10,280 -63	-0.6%	-$4.88K	0.2%	105
2025 Q2	$800K	Hold	10,343	–	–	0.21%	96
2025 Q1	$792K	Sell	10,343 -488	-5%	-$36.8K	0.22%	90
2024 Q4	$809K	Buy	10,831 +161	+2%	+$12.2K	0.23%	89
2024 Q3	$836K	Sell	10,670 -8,803	-45%	-$679K	0.24%	81
2024 Q2	$617K	Hold	19,473	–	–	0.19%	109
2024 Q1	$1.47M	Buy	19,473 +2,147	+12%	+$162K	0.45%	45
2023 Q4	$1.32M	Sell	17,326 -8,630	-33%	-$632K	0.46%	47
2023 Q3	$1.88M	Sell	25,956 -5,913	-19%	-$437K	0.72%	32
2023 Q2	$2.4M	Sell	31,869 -4,181	-12%	-$318K	0.91%	27
2023 Q1	$2.77M	Buy	+36,050	New	+$2.73M	1.23%	20
2022 Q2	–	Sell	-8,473	Closed	-$694K	–	189
2022 Q1	$694K	Buy	8,473 +186	+2%	+$15.7K	0.23%	107
2021 Q4	$726K	Sell	8,287 -5,026	-38%	-$446K	0.21%	106
2021 Q3	$1.19M	Sell	13,313 -317	-2%	-$28.7K	0.39%	63
2021 Q2	$1.23M	Buy	13,630 +549	+4%	+$49K	0.39%	65
2021 Q1	$1.16M	Sell	13,081 -18,568	-59%	-$1.69M	0.4%	63
2020 Q4	$2.94M	Buy	31,649 +8,179	+35%	+$762K	1.07%	22
2020 Q3	$2.19M	Sell	23,470 -529	-2%	-$49.5K	0.87%	24
2020 Q2	$2.24M	Buy	23,999 +7,217	+43%	+$661K	0.95%	24
2020 Q1	$1.5M	Buy	+16,782	New	+$1.49M	0.85%	30

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

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

Outlook Wealth Advisors reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 0.02% in Q2 2026, selling an estimated $154 and leaving 10,324 shares worth $792K. The position accounts for 0.17% of the portfolio, ranked #128.

Outlook Wealth Advisors first reported a position in BIV in Q1 2020 and has held it in 23 quarters since. The position peaked at $2.94M in Q4 2020. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

Outlook Wealth Advisors held 10,324 shares of Vanguard Intermediate-Term Bond ETF worth $792K as of Q2 2026.
Outlook Wealth Advisors sold 2 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $154.
Vanguard Intermediate-Term Bond ETF made up 0.17% of Outlook Wealth Advisors's portfolio in Q2 2026, its #128 holding.
Outlook Wealth Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2020 and has held it in 23 quarters since.
Outlook Wealth Advisors's Vanguard Intermediate-Term Bond ETF position peaked at $2.94M in Q4 2020.
1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Outlook Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.