Retirement Capital Strategies’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Retirement Capital 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	$19.8M	Buy	258,454 +3,202	+1%	+$246K	6.88%	3
2026 Q1	$19.7M	Buy	255,252 +12,184	+5%	+$948K	7.45%	3
2025 Q4	$18.9M	Buy	243,068 +15,044	+7%	+$1.18M	7.02%	3
2025 Q3	$17.8M	Buy	228,024 +244	+0.1%	+$18.9K	6.83%	3
2025 Q2	$17.6M	Buy	227,780 +99,705	+78%	+$7.59M	6.98%	3
2025 Q1	$9.81M	Buy	+128,075	New	+$9.66M	3.83%	6
2024 Q4	–	Sell	-156,657	Closed	-$12.3M	–	78
2024 Q3	$12.3M	Buy	156,657 +123,752	+376%	+$9.54M	4.81%	6
2024 Q2	$2.46M	Sell	32,905 -124,906	-79%	-$9.28M	0.99%	27
2024 Q1	$11.9M	Buy	+157,811	New	+$11.9M	4.87%	6

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

Retirement Capital Strategies's BIV Position: Q2 2026 in Review

Retirement Capital Strategies increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 1.3% in Q2 2026, buying an estimated $246K and bringing the position to 258,454 shares worth $19.8M. The position accounts for 6.88% of the portfolio, ranked #3.

Retirement Capital Strategies first reported a position in BIV in Q1 2024 and has held it in 9 quarters since. 1,023 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

Retirement Capital Strategies held 258,454 shares of Vanguard Intermediate-Term Bond ETF worth $19.8M as of Q2 2026.
Retirement Capital Strategies bought 3,202 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $246K.
Vanguard Intermediate-Term Bond ETF made up 6.88% of Retirement Capital Strategies's portfolio in Q2 2026, its #3 holding.
Retirement Capital Strategies first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2024 and has held it in 9 quarters since.
1,023 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Retirement Capital Strategies's 13F filing for Q2 2026, filed 14 Aug 2026.