Secure Asset Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Secure Asset 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	$5.8M	Buy	75,621 +1,172	+2%	+$90K	0.81%	32
2026 Q1	$5.75M	Buy	74,449 +26,624	+56%	+$2.07M	0.91%	23
2025 Q4	$3.72M	Buy	47,825 +2,679	+6%	+$210K	0.58%	42
2025 Q3	$3.53M	Buy	45,146 +2,476	+6%	+$192K	0.58%	47
2025 Q2	$3.3M	Buy	+42,670	New	+$3.25M	0.61%	38
2024 Q2	–	Sell	-28,318	Closed	-$2.14M	–	286
2024 Q1	$2.14M	Buy	28,318 +1,530	+6%	+$115K	0.5%	42
2023 Q4	$2.05M	Sell	26,788 -1,196	-4%	-$87.6K	0.55%	41
2023 Q3	$2.02M	Sell	27,984 -1,085	-4%	-$80.3K	0.61%	40
2023 Q2	$2.19M	Buy	+29,069	New	+$2.21M	0.66%	35
2022 Q2	–	Sell	-14,555	Closed	-$1.19M	–	167
2022 Q1	$1.19M	Buy	14,555 +600	+4%	+$50.7K	0.54%	32
2021 Q4	$1.22M	Buy	13,955 +2,933	+27%	+$260K	0.5%	35
2021 Q3	$986K	Buy	11,022 +4,371	+66%	+$396K	0.49%	38
2021 Q2	$598K	Sell	6,651 -1,413	-18%	-$126K	0.3%	59
2021 Q1	$716K	Sell	8,064 -4,857	-38%	-$441K	0.4%	47
2020 Q4	$1.2M	Sell	12,921 -602	-4%	-$56.1K	0.71%	32
2020 Q3	$1.26M	Buy	13,523 +4,557	+51%	+$427K	0.87%	28
2020 Q2	$836K	Buy	8,966 +917	+11%	+$83.9K	0.59%	39
2020 Q1	$719K	Buy	8,049 +123	+2%	+$10.9K	0.77%	31
2019 Q4	$691K	Buy	+7,926	New	+$694K	0.49%	51

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

Secure Asset Management's BIV Position: Q2 2026 in Review

Secure Asset Management increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 1.6% in Q2 2026, buying an estimated $90K and bringing the position to 75,621 shares worth $5.8M. The position accounts for 0.81% of the portfolio, ranked #32.

Secure Asset Management first reported a position in BIV in Q4 2019 and has held it in 19 quarters since. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

Secure Asset Management held 75,621 shares of Vanguard Intermediate-Term Bond ETF worth $5.8M as of Q2 2026.
Secure Asset Management bought 1,172 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $90K.
Vanguard Intermediate-Term Bond ETF made up 0.81% of Secure Asset Management's portfolio in Q2 2026, its #32 holding.
Secure Asset Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2019 and has held it in 19 quarters since.
1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Secure Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.