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Split Rock Private Trading & Wealth Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Split Rock Private Trading & 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 		$380K Buy
4,955
+175
+4% +$13.4K 0.26% 35
2026
Q1 		$369K Buy
4,780
+332
+7% +$25.8K 0.29% 29
2025
Q4 		$346K Buy
+4,448
New +$348K 0.28% 26

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
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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
BA
BCM Advisors Lafayette, Louisiana $514M AUM 20.96% 1-Year Est. Return

Split Rock Private Trading & Wealth Management's BIV Position: Q2 2026 in Review

Split Rock Private Trading & Wealth Management increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 3.7% in Q2 2026, buying an estimated $13.4K and bringing the position to 4,955 shares worth $380K. The position accounts for 0.26% of the portfolio, ranked #35.

Split Rock Private Trading & Wealth Management first reported a position in BIV in Q4 2025 and has held it in 3 quarters since. 671 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • Split Rock Private Trading & Wealth Management held 4,955 shares of Vanguard Intermediate-Term Bond ETF worth $380K as of Q2 2026.
  • Split Rock Private Trading & Wealth Management bought 175 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $13.4K.
  • Vanguard Intermediate-Term Bond ETF made up 0.26% of Split Rock Private Trading & Wealth Management's portfolio in Q2 2026, its #35 holding.
  • Split Rock Private Trading & Wealth Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 671 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Split Rock Private Trading & Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.