Sagace Wealth Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Sagace Wealth Management’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	$6.37M	Sell	83,048 -776	-0.9%	-$59.6K	4%	4
2026 Q1	$6.47M	Buy	83,824 +929	+1%	+$72.3K	4.34%	4
2025 Q4	$6.46M	Buy	82,895 +1,348	+2%	+$105K	4.38%	5
2025 Q3	$6.37M	Buy	81,547 +39,443	+94%	+$3.05M	4.33%	5
2025 Q2	$3.26M	Sell	42,104 -527	-1%	-$40.1K	2.43%	17
2025 Q1	$3.26M	Sell	42,631 -319	-0.7%	-$24.1K	2.47%	15
2024 Q4	$3.21M	Sell	42,950 -9,572	-18%	-$728K	2.4%	15
2024 Q3	$4.04M	Buy	52,522 +3,561	+7%	+$275K	3.11%	10
2024 Q2	$3.7M	Buy	+48,961	New	+$3.64M	3.62%	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

Sagace Wealth Management's BIV Position: Q2 2026 in Review

Sagace Wealth Management reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 0.93% in Q2 2026, selling an estimated $59.6K and leaving 83,048 shares worth $6.37M. The position accounts for 4% of the portfolio, ranked #4.

Sagace Wealth Management first reported a position in BIV in Q2 2024 and has held it in 9 quarters since. The position peaked at $6.47M in Q1 2026. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

Sagace Wealth Management held 83,048 shares of Vanguard Intermediate-Term Bond ETF worth $6.37M as of Q2 2026.
Sagace Wealth Management sold 776 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $59.6K.
Vanguard Intermediate-Term Bond ETF made up 4% of Sagace Wealth Management's portfolio in Q2 2026, its #4 holding.
Sagace Wealth Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2024 and has held it in 9 quarters since.
Sagace Wealth Management's Vanguard Intermediate-Term Bond ETF position peaked at $6.47M in Q1 2026.
1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

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