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Successful Portfolios’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Successful Portfolios’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 		$1.96M Buy
25,812
+6,537
+34% +$502K 0.92% 26
2026
Q1 		$1.49M Buy
19,275
+7,638
+66% +$595K 0.82% 33
2025
Q4 		$907K Buy
11,637
+2,073
+22% +$162K 0.46% 53
2025
Q3 		$747K Buy
9,564
+417
+5% +$32.3K 0.44% 51
2025
Q2 		$707K Sell
9,147
-1
-0% -$76 0.43% 51
2025
Q1 		$700K Buy
9,148
+430
+5% +$32.4K 0.48% 50
2024
Q4 		$651K Buy
8,718
+3,930
+82% +$299K 0.44% 52
2024
Q3 		$375K Buy
4,788
+197
+4% +$15.2K 0.25% 85
2024
Q2 		$344K Sell
4,591
-220
-5% -$16.3K 0.24% 89
2024
Q1 		$363K Buy
4,811
+770
+19% +$58K 0.25% 94
2023
Q4 		$309K Buy
4,041
+593
+17% +$43.4K 0.23% 104
2023
Q3 		$249K Sell
3,448
-67
-2% -$4.96K 0.22% 109
2023
Q2 		$264K Sell
3,515
-3,169
-47% -$241K 0.23% 103
2023
Q1 		$513K Buy
6,684
+1,659
+33% +$126K 0.32% 70
2022
Q4 		$373K Buy
+5,025
New +$372K 0.24% 110
2019
Q4 		– Sell
-2,547
Closed -$224K – 163
2019
Q3 		$224K Buy
+2,547
New +$223K 0.21% 128
2019
Q2 		– Sell
-2,693
Closed -$226K – 139
2019
Q1 		$226K Sell
2,693
-632
-19% -$52K 0.25% 114
2018
Q4 		$270K Sell
3,325
-1,098
-25% -$87.9K 0.35% 91
2018
Q3 		$356K Sell
4,423
-287
-6% -$23.2K 0.39% 80
2018
Q2 		$381K Buy
4,710
+510
+12% +$41.2K 0.45% 70
2018
Q1 		$343K Sell
4,200
-728
-15% -$59.7K 0.42% 77
2017
Q4 		$413K Buy
+4,928
New +$415K 0.51% 65

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

Successful Portfolios's BIV Position: Q2 2026 in Review

Successful Portfolios increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 34% in Q2 2026, buying an estimated $502K and bringing the position to 25,812 shares worth $1.96M. The position accounts for 0.92% of the portfolio, ranked #26.

Successful Portfolios first reported a position in BIV in Q4 2017 and has held it in 22 quarters since. 1,020 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • Successful Portfolios held 25,812 shares of Vanguard Intermediate-Term Bond ETF worth $1.96M as of Q2 2026.
  • Successful Portfolios bought 6,537 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $502K.
  • Vanguard Intermediate-Term Bond ETF made up 0.92% of Successful Portfolios's portfolio in Q2 2026, its #26 holding.
  • Successful Portfolios first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2017 and has held it in 22 quarters since.
  • 1,020 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Successful Portfolios's 13F filing for Q2 2026, filed 14 Jul 2026.