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Strategic Investment Solutions’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Strategic Investment Solutions’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 		$169K Buy
2,204
+8
+0.4% +$614 0.04% 162
2026
Q1 		$170K Buy
2,196
+4
+0.2% +$311 0.04% 163
2025
Q4 		$171K Buy
2,192
+9
+0.4% +$704 0.04% 144
2025
Q3 		$170K Buy
2,183
+7
+0.3% +$542 0.05% 146
2025
Q2 		$168K Buy
2,176
+655
+43% +$49.9K 0.05% 135
2025
Q1 		$116K Hold
1,521
– – 0.03% 128
2024
Q4 		$114K Hold
1,521
– – 0.04% 128
2024
Q3 		$119K Buy
+1,521
New +$117K 0.04% 126
2023
Q4 		$116K Sell
1,521
-94,302
-98% -$6.91M 0.02% 283
2023
Q3 		$7.09M Buy
+95,823
New +$7.09M 0.09% 119

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

Strategic Investment Solutions's BIV Position: Q2 2026 in Review

Strategic Investment Solutions increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 0.36% in Q2 2026, buying an estimated $614 and bringing the position to 2,204 shares worth $169K. The position accounts for 0.04% of the portfolio, ranked #162.

Strategic Investment Solutions first reported a position in BIV in Q3 2023 and has held it in 10 quarters since. The position peaked at $7.09M in Q3 2023. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • Strategic Investment Solutions held 2,204 shares of Vanguard Intermediate-Term Bond ETF worth $169K as of Q2 2026.
  • Strategic Investment Solutions bought 8 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $614.
  • Vanguard Intermediate-Term Bond ETF made up 0.04% of Strategic Investment Solutions's portfolio in Q2 2026, its #162 holding.
  • Strategic Investment Solutions first reported a position in Vanguard Intermediate-Term Bond ETF in Q3 2023 and has held it in 10 quarters since.
  • Strategic Investment Solutions's Vanguard Intermediate-Term Bond ETF position peaked at $7.09M in Q3 2023.
  • 1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Strategic Investment Solutions's 13F filing for Q2 2026, filed 8 Jul 2026.