SWM
BIV icon

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

Spire 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 		$3.81M Sell
49,666
-208
-0.4% -$16K 0.12% 163
2026
Q1 		$3.85M Sell
49,874
-16,694
-25% -$1.3M 0.13% 158
2025
Q4 		$5.18M Buy
66,568
+2,101
+3% +$164K 0.17% 116
2025
Q3 		$5.03M Buy
64,467
+1,448
+2% +$112K 0.17% 119
2025
Q2 		$4.87M Sell
63,019
-2,161
-3% -$165K 0.18% 110
2025
Q1 		$4.99M Buy
65,180
+15,159
+30% +$1.14M 0.16% 124
2024
Q4 		$3.74M Buy
50,021
+2,733
+6% +$208K 0.12% 155
2024
Q3 		$3.71M Buy
47,288
+4,358
+10% +$336K 0.12% 143
2024
Q2 		$3.22M Buy
42,930
+36,026
+522% +$2.68M 0.11% 173
2024
Q1 		$521K Sell
6,904
-21,658
-76% -$1.63M 0.01% 503
2023
Q4 		$2.16M Buy
28,562
+2,638
+10% +$193K 0.07% 225
2023
Q3 		$1.87M Buy
25,924
+888
+4% +$65.7K 0.07% 228
2023
Q2 		$1.88M Buy
25,036
+5,325
+27% +$406K 0.07% 247
2023
Q1 		$1.51M Buy
19,711
+17,047
+640% +$1.29M 0.06% 273
2022
Q4 		$198K Sell
2,664
-193
-7% -$14.3K 0.01% 564
2022
Q3 		$210K Sell
2,857
-9,239
-76% -$715K 0.01% 521
2022
Q2 		$939K Buy
12,096
+4,159
+52% +$326K 0.04% 342
2022
Q1 		$650K Sell
7,937
-15,590
-66% -$1.32M 0.02% 497
2021
Q4 		$2.06M Buy
23,527
+206
+0.9% +$18.3K 0.05% 304
2021
Q3 		$2.09M Buy
23,321
+8,000
+52% +$724K 0.06% 274
2021
Q2 		$1.38M Sell
15,321
-1,114
-7% -$99.5K 0.04% 351
2021
Q1 		$1.46M Buy
+16,435
New +$1.49M 0.04% 349

Other funds holding BIV

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Baird Financial Group
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Spire Wealth Management reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 0.42% in Q2 2026, selling an estimated $16K and leaving 49,666 shares worth $3.81M. The position accounts for 0.12% of the portfolio, ranked #163.

Spire Wealth Management first reported a position in BIV in Q1 2021 and has held it in 22 quarters since. The position peaked at $5.18M in Q4 2025. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • Spire Wealth Management held 49,666 shares of Vanguard Intermediate-Term Bond ETF worth $3.81M as of Q2 2026.
  • Spire Wealth Management sold 208 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $16K.
  • Vanguard Intermediate-Term Bond ETF made up 0.12% of Spire Wealth Management's portfolio in Q2 2026, its #163 holding.
  • Spire Wealth Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Vanguard Intermediate-Term Bond ETF position peaked at $5.18M in Q4 2025.
  • 1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

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