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

SeaCrest 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	$348K	Hold	4,534	–	–	0.04%	379
2026 Q1	$350K	Sell	4,534 -13	-0.3%	-$1.01K	0.04%	430
2025 Q4	$355K	Hold	4,547	–	–	0.04%	422
2025 Q3	$355K	Hold	4,547	–	–	0.04%	417
2025 Q2	$352K	Hold	4,547	–	–	0.04%	412
2025 Q1	$348K	Buy	4,547 +715	+19%	+$53.9K	0.04%	433
2024 Q4	$286K	Buy	3,832 +360	+10%	+$27.4K	0.03%	508
2024 Q3	$272K	Hold	3,472	–	–	0.03%	518
2024 Q2	$260K	Hold	3,472	–	–	0.03%	505
2024 Q1	$262K	Sell	3,472 -580	-14%	-$43.7K	0.03%	492
2023 Q4	$306K	Sell	4,052 -62	-2%	-$4.54K	0.04%	441
2023 Q3	$297K	Buy	4,114 +1,405	+52%	+$104K	0.04%	458
2023 Q2	$204K	Hold	2,709	–	–	0.03%	575
2023 Q1	$208K	Sell	2,709 -203	-7%	-$15.4K	0.03%	576
2022 Q4	$216K	Hold	2,912	–	–	0.03%	537
2022 Q3	$214K	Hold	2,912	–	–	0.03%	535
2022 Q2	$226K	Buy	2,912 +203	+7%	+$15.9K	0.03%	558
2022 Q1	$222K	Sell	2,709 -363	-12%	-$30.6K	0.03%	622
2021 Q4	$269K	Buy	3,072 +363	+13%	+$32.2K	0.03%	548
2021 Q3	$242K	Hold	2,709	–	–	0.03%	560
2021 Q2	$244K	Sell	2,709 -1	-0%	-$89	0.03%	569
2021 Q1	$240K	Sell	2,710 -378	-12%	-$34.3K	0.03%	538
2020 Q4	$287K	Buy	3,088 +550	+22%	+$51.2K	0.04%	448
2020 Q3	$237K	Sell	2,538 -970	-28%	-$90.8K	0.04%	470
2020 Q2	$327K	Buy	3,508 +585	+20%	+$53.5K	0.06%	358
2020 Q1	$261K	Buy	+2,923	New	+$259K	0.06%	364
2019 Q2	–	Sell	-1,618	Closed	-$136K	–	663
2019 Q1	$136K	Buy	1,618 +56	+4%	+$4.61K	0.02%	584
2018 Q4	$127K	Sell	1,562 -241	-13%	-$19.3K	0.03%	574
2018 Q3	$145K	Buy	1,803 +156	+9%	+$12.6K	0.02%	618
2018 Q2	$133K	Buy	1,647 +70	+4%	+$5.65K	0.02%	630
2018 Q1	$129K	Buy	1,577 +182	+13%	+$14.9K	0.02%	618
2017 Q4	$117K	Buy	+1,395	New	+$118K	0.02%	656

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

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

SeaCrest Wealth Management held its Vanguard Intermediate-Term Bond ETF (BIV) position steady in Q2 2026 at 4,534 shares worth $348K. The position accounts for 0.04% of the portfolio, ranked #379.

SeaCrest Wealth Management first reported a position in BIV in Q4 2017 and has held it in 32 quarters since. The position peaked at $355K in Q4 2025. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

SeaCrest Wealth Management held 4,534 shares of Vanguard Intermediate-Term Bond ETF worth $348K as of Q2 2026.
SeaCrest Wealth Management left its Vanguard Intermediate-Term Bond ETF share count unchanged in Q2 2026.
Vanguard Intermediate-Term Bond ETF made up 0.04% of SeaCrest Wealth Management's portfolio in Q2 2026, its #379 holding.
SeaCrest Wealth Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2017 and has held it in 32 quarters since.
SeaCrest Wealth Management's Vanguard Intermediate-Term Bond ETF position peaked at $355K in Q4 2025.
1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

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