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Sound Income Strategies’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Sound Income Strategies’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 		– Sell
-989
Closed -$76.1K – 694
2026
Q1 		$76.1K Buy
989
+212
+27% +$16.5K ﹤0.01% 689
2025
Q4 		$60.4K Buy
777
+700
+909% +$54.7K ﹤0.01% 724
2025
Q3 		$6K Buy
77
+39
+103% +$3.02K ﹤0.01% 1128
2025
Q2 		$2.94K Buy
38
+22
+138% +$1.68K ﹤0.01% 1201
2025
Q1 		$1.23K Sell
16
-6
-27% -$453 ﹤0.01% 1313
2024
Q4 		$1.64K Buy
+22
New +$1.67K ﹤0.01% 1195
2023
Q2 		– Sell
-277
Closed -$21.3K – 1118
2023
Q1 		$21.3K Hold
277
– – ﹤0.01% 413
2022
Q4 		$20.6K Hold
277
– – ﹤0.01% 388
2022
Q3 		$20K Hold
277
– – ﹤0.01% 357
2022
Q2 		$22K Buy
+277
New +$21.7K ﹤0.01% 335
2021
Q1 		– Sell
-32
Closed -$3K – 976
2020
Q4 		$3K Buy
+32
New +$2.98K ﹤0.01% 653
2020
Q1 		– Sell
-159
Closed -$14K – 760
2019
Q4 		$14K Hold
159
– – ﹤0.01% 279
2019
Q3 		$14K Hold
159
– – ﹤0.01% 253
2019
Q2 		$14K Hold
159
– – ﹤0.01% 274
2019
Q1 		$13K Hold
159
– – 0.01% 288
2018
Q4 		$13K Hold
159
– – 0.01% 284
2018
Q3 		$13K Sell
159
-30
-16% -$2.43K 0.01% 303
2018
Q2 		$15K Hold
189
– – 0.01% 252
2018
Q1 		$15K Hold
189
– – 0.01% 233
2017
Q4 		$15K Buy
+189
New +$15.9K 0.01% 170

Other funds holding BIV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
LNC
Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return
ZF
Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Sound Income Strategies's BIV Position: Q2 2026 in Review

Sound Income Strategies sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q2 2026, closing a stake of 989 shares — an estimated $76.1K sold.

Sound Income Strategies first reported a position in BIV in Q4 2017 and held it in 20 quarters. The position peaked at $76.1K in Q1 2026. 779 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • Sound Income Strategies reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 989 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $76.1K.
  • Sound Income Strategies first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2017 and held it in 20 quarters.
  • Sound Income Strategies's Vanguard Intermediate-Term Bond ETF position peaked at $76.1K in Q1 2026.
  • 779 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.