Strategic Family Wealth Counselors’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Strategic Family Wealth Counselors’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	$344K	Buy	4,490 +73	+2%	+$5.6K	0.08%	133
2026 Q1	$341K	Buy	4,417 +160	+4%	+$12.5K	0.09%	121
2025 Q4	$330K	Buy	4,257 +168	+4%	+$13.1K	0.07%	162
2025 Q3	$319K	Hold	4,089	–	–	0.08%	124
2025 Q2	$316K	Hold	4,089	–	–	0.09%	118
2025 Q1	$313K	Buy	4,089 +1,271	+45%	+$95.9K	0.1%	109
2024 Q4	$211K	Buy	+2,818	New	+$214K	0.07%	125

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

Strategic Family Wealth Counselors's BIV Position: Q2 2026 in Review

Strategic Family Wealth Counselors increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 1.7% in Q2 2026, buying an estimated $5.6K and bringing the position to 4,490 shares worth $344K. The position accounts for 0.08% of the portfolio, ranked #133.

Strategic Family Wealth Counselors first reported a position in BIV in Q4 2024 and has held it in 7 quarters since. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

Strategic Family Wealth Counselors held 4,490 shares of Vanguard Intermediate-Term Bond ETF worth $344K as of Q2 2026.
Strategic Family Wealth Counselors bought 73 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $5.6K.
Vanguard Intermediate-Term Bond ETF made up 0.08% of Strategic Family Wealth Counselors's portfolio in Q2 2026, its #133 holding.
Strategic Family Wealth Counselors first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2024 and has held it in 7 quarters since.
1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Strategic Family Wealth Counselors's 13F filing for Q2 2026, filed 14 Aug 2026.