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

Sax 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	$476K	Buy	+6,173	New	+$474K	0.02%	350
2025 Q3	–	Sell	-6,704	Closed	-$518K	–	438
2025 Q2	$518K	Sell	6,704 -2,436	-27%	-$186K	0.03%	252
2025 Q1	$700K	Buy	+9,140	New	+$690K	0.05%	177
2024 Q2	–	Sell	-4,961	Closed	-$374K	–	275
2024 Q1	$374K	Sell	4,961 -1,197	-19%	-$90.2K	0.04%	136
2023 Q4	$470K	Sell	6,158 -944	-13%	-$69.1K	0.08%	125
2023 Q3	$514K	Sell	7,102 -882	-11%	-$65.2K	0.1%	109
2023 Q2	$601K	Buy	7,984 +119	+2%	+$9.06K	0.12%	98
2023 Q1	$604K	Buy	7,865 +234	+3%	+$17.7K	0.13%	94
2022 Q4	$567K	Sell	7,631 -2,835	-27%	-$210K	0.13%	90
2022 Q3	$769K	Sell	10,466 -1,256	-11%	-$97.2K	0.2%	69
2022 Q2	$910K	Sell	11,722 -685	-6%	-$53.7K	0.23%	68
2022 Q1	$1.02M	Sell	12,407 -809	-6%	-$68.3K	0.25%	61
2021 Q4	$1.16M	Sell	13,216 -13	-0.1%	-$1.15K	0.24%	62
2021 Q3	$1.18M	Buy	13,229 +3,368	+34%	+$305K	0.28%	53
2021 Q2	$887K	Buy	9,861 +2,233	+29%	+$199K	0.3%	62
2021 Q1	$677K	Buy	7,628 +615	+9%	+$55.9K	0.25%	73
2020 Q4	$651K	Buy	+7,013	New	+$653K	0.3%	61

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

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

Sax Wealth Advisors opened a new position in Vanguard Intermediate-Term Bond ETF (BIV) in Q2 2026: 6,173 shares worth $476K. The stake represents 0.02% of the portfolio and ranks #350 among its holdings. This is a return to the name: Sax Wealth Advisors previously reported a position in BIV as recently as Q2 2025.

Sax Wealth Advisors first reported a position in BIV in Q4 2020 and has held it in 17 quarters since. The position peaked at $1.18M in Q3 2021. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

Sax Wealth Advisors held 6,173 shares of Vanguard Intermediate-Term Bond ETF worth $476K as of Q2 2026.
Vanguard Intermediate-Term Bond ETF was a new Sax Wealth Advisors position in Q2 2026.
Vanguard Intermediate-Term Bond ETF made up 0.02% of Sax Wealth Advisors's portfolio in Q2 2026, its #350 holding.
Sax Wealth Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2020 and has held it in 17 quarters since.
Sax Wealth Advisors's Vanguard Intermediate-Term Bond ETF position peaked at $1.18M in Q3 2021.
1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.