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

SilverOak 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	$386K	Buy	5,038 +417	+9%	+$32K	0.05%	92
2026 Q1	$357K	Hold	4,621	–	–	0.06%	88
2025 Q4	$360K	Hold	4,621	–	–	0.06%	82
2025 Q3	$361K	Sell	4,621 -66	-1%	-$5.11K	0.06%	80
2025 Q2	$362K	Hold	4,687	–	–	0.07%	77
2025 Q1	$359K	Sell	4,687 -530	-10%	-$40K	0.08%	69
2024 Q4	$390K	Sell	5,217 -365	-7%	-$27.8K	0.08%	69
2024 Q3	$437K	Buy	5,582 +188	+3%	+$14.5K	0.1%	65
2024 Q2	$404K	Sell	5,394 -133	-2%	-$9.88K	0.1%	63
2024 Q1	$417K	Sell	5,527 -4	-0.1%	-$301	0.1%	61
2023 Q4	$422K	Buy	+5,531	New	+$405K	0.11%	58

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

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

SilverOak Wealth Management increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 9% in Q2 2026, buying an estimated $32K and bringing the position to 5,038 shares worth $386K. The position accounts for 0.05% of the portfolio, ranked #92.

SilverOak Wealth Management first reported a position in BIV in Q4 2023 and has held it in 11 quarters since. The position peaked at $437K in Q3 2024. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

SilverOak Wealth Management held 5,038 shares of Vanguard Intermediate-Term Bond ETF worth $386K as of Q2 2026.
SilverOak Wealth Management bought 417 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $32K.
Vanguard Intermediate-Term Bond ETF made up 0.05% of SilverOak Wealth Management's portfolio in Q2 2026, its #92 holding.
SilverOak Wealth Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2023 and has held it in 11 quarters since.
SilverOak Wealth Management's Vanguard Intermediate-Term Bond ETF position peaked at $437K in Q3 2024.
1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on SilverOak Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.