Swan Capital’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Swan Capital’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	$45.8K	Buy	+597	New	+$45.8K	0.02%	94

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

Swan Capital's BIV Position: Q2 2026 in Review

Swan Capital opened a new position in Vanguard Intermediate-Term Bond ETF (BIV) in Q2 2026: 597 shares worth $45.8K. The stake represents 0.02% of the portfolio and ranks #94 among its holdings.

1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

Swan Capital held 597 shares of Vanguard Intermediate-Term Bond ETF worth $45.8K as of Q2 2026.
Vanguard Intermediate-Term Bond ETF was a new Swan Capital position in Q2 2026.
Vanguard Intermediate-Term Bond ETF made up 0.02% of Swan Capital's portfolio in Q2 2026, its #94 holding.
1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Swan Capital's 13F filing for Q2 2026, filed 13 Aug 2026.