Precision Wealth Strategies’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Precision Wealth Strategies’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	$3.9M	Sell	50,889 -5,455	-10%	-$419K	1.18%	23
2026 Q1	$4.35M	Sell	56,344 -6,266	-10%	-$488K	1.44%	18
2025 Q4	$4.88M	Sell	62,610 -21,669	-26%	-$1.69M	1.58%	17
2025 Q3	$6.58M	Sell	84,279 -12,000	-12%	-$929K	2.13%	8
2025 Q2	$7.45M	Buy	+96,279	New	+$7.33M	2.42%	7

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

Precision Wealth Strategies's BIV Position: Q2 2026 in Review

Precision Wealth Strategies reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 9.7% in Q2 2026, selling an estimated $419K and leaving 50,889 shares worth $3.9M. The position accounts for 1.18% of the portfolio, ranked #23.

Precision Wealth Strategies first reported a position in BIV in Q2 2025 and has held it in 5 quarters since. The position peaked at $7.45M in Q2 2025. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

Precision Wealth Strategies held 50,889 shares of Vanguard Intermediate-Term Bond ETF worth $3.9M as of Q2 2026.
Precision Wealth Strategies sold 5,455 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $419K.
Vanguard Intermediate-Term Bond ETF made up 1.18% of Precision Wealth Strategies's portfolio in Q2 2026, its #23 holding.
Precision Wealth Strategies first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2025 and has held it in 5 quarters since.
Precision Wealth Strategies's Vanguard Intermediate-Term Bond ETF position peaked at $7.45M in Q2 2025.
1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Precision Wealth Strategies's 13F filing for Q2 2026, filed 10 Aug 2026.