Private Wealth Group’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Private Wealth Group’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	$736K	Hold	9,597	–	–	0.28%	41
2026 Q1	$741K	Hold	9,597	–	–	0.35%	38
2025 Q4	$747K	Hold	9,597	–	–	0.36%	38
2025 Q3	$749K	Hold	9,597	–	–	0.37%	37
2025 Q2	$742K	Hold	9,597	–	–	0.39%	34
2025 Q1	$735K	Sell	9,597 -29,806	-76%	-$2.25M	0.43%	32
2024 Q4	$2.94M	Hold	39,403	–	–	1.44%	13
2024 Q3	$3.09M	Hold	39,403	–	–	1.54%	14
2024 Q2	$2.95M	Hold	39,403	–	–	1.55%	14
2024 Q1	$2.97M	Hold	39,403	–	–	1.54%	14
2023 Q4	$3.01M	Sell	39,403 -5,581	-12%	-$409K	1.71%	13
2023 Q3	$3.25M	Buy	+44,984	New	+$3.33M	2.13%	13

Other funds holding BIV

Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return

RIA

Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

BCM Advisors Lafayette, Louisiana $514M AUM 20.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

DWS

Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 20.96% 1-Year Est. Return

Private Wealth Group's BIV Position: Q2 2026 in Review

Private Wealth Group held its Vanguard Intermediate-Term Bond ETF (BIV) position steady in Q2 2026 at 9,597 shares worth $736K. The position accounts for 0.28% of the portfolio, ranked #41.

Private Wealth Group first reported a position in BIV in Q3 2023 and has held it in 12 quarters since. The position peaked at $3.25M in Q3 2023. 478 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

Private Wealth Group held 9,597 shares of Vanguard Intermediate-Term Bond ETF worth $736K as of Q2 2026.
Private Wealth Group left its Vanguard Intermediate-Term Bond ETF share count unchanged in Q2 2026.
Vanguard Intermediate-Term Bond ETF made up 0.28% of Private Wealth Group's portfolio in Q2 2026, its #41 holding.
Private Wealth Group first reported a position in Vanguard Intermediate-Term Bond ETF in Q3 2023 and has held it in 12 quarters since.
Private Wealth Group's Vanguard Intermediate-Term Bond ETF position peaked at $3.25M in Q3 2023.
478 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Private Wealth Group's 13F filing for Q2 2026, filed 8 Jul 2026.