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

Silvia McColl 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 		$2.13M Buy
27,720
+2,138
+8% +$164K 1.28% 19
2026
Q1 		$1.97M Sell
25,582
-499
-2% -$38.8K 1.3% 19
2025
Q4 		$2.03M Buy
26,081
+508
+2% +$39.7K 1.35% 19
2025
Q3 		$2M Sell
25,573
-333
-1% -$25.8K 1.35% 17
2025
Q2 		$2M Sell
25,906
-54
-0.2% -$4.11K 1.46% 17
2025
Q1 		$1.99M Buy
25,960
+696
+3% +$52.5K 1.51% 15
2024
Q4 		$1.89M Sell
25,264
-876
-3% -$66.6K 1.41% 17
2024
Q3 		$2.05M Buy
26,140
+3,106
+13% +$239K 1.53% 15
2024
Q2 		$1.73M Buy
23,034
+605
+3% +$45K 1.43% 15
2024
Q1 		$1.65M Buy
22,429
+1,235
+6% +$93.1K 1.42% 15
2023
Q4 		$1.62M Buy
21,194
+2,186
+12% +$160K 1.46% 14
2023
Q3 		$1.37M Sell
19,008
-32
-0.2% -$2.37K 1.37% 16
2023
Q2 		$1.43M Sell
19,040
-60
-0.3% -$4.57K 1.33% 16
2023
Q1 		$1.47M Buy
19,100
+698
+4% +$52.9K 1.45% 12
2022
Q4 		$1.37M Buy
+18,402
New +$1.36M 1.34% 16

Other funds holding BIV

RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SCA
Scott Capital Advisors Portland, Oregon $639M AUM 14.51% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $587M AUM 27.44% 1-Year Est. Return
LA
LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return
FPTW
Franklin, Parlapiano, Turner & Welch Houston, Texas $442M AUM 14.73% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
BS
Brighton Securities Rochester, New York $233M AUM 15.96% 1-Year Est. Return

Silvia McColl Wealth Management's BIV Position: Q2 2026 in Review

Silvia McColl Wealth Management increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 8.4% in Q2 2026, buying an estimated $164K and bringing the position to 27,720 shares worth $2.13M. The position accounts for 1.28% of the portfolio, ranked #19.

Silvia McColl Wealth Management first reported a position in BIV in Q4 2022 and has held it in 15 quarters since. 216 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • Silvia McColl Wealth Management held 27,720 shares of Vanguard Intermediate-Term Bond ETF worth $2.13M as of Q2 2026.
  • Silvia McColl Wealth Management bought 2,138 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $164K.
  • Vanguard Intermediate-Term Bond ETF made up 1.28% of Silvia McColl Wealth Management's portfolio in Q2 2026, its #19 holding.
  • Silvia McColl Wealth Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • 216 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

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