Systelligence LLC’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Systelligence LLC’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	–	Sell	-112,975	Closed	-$8.72M	–	63
2026 Q1	$8.72M	Sell	112,975 -66,333	-37%	-$5.16M	1.7%	28
2025 Q4	$14M	Sell	179,308 -36,853	-17%	-$2.88M	2.66%	16
2025 Q3	$16.9M	Buy	216,161 +91,866	+74%	+$7.11M	3.2%	12
2025 Q2	$9.61M	Buy	124,295 +14,055	+13%	+$1.07M	1.78%	22
2025 Q1	$8.44M	Sell	110,240 -74,860	-40%	-$5.65M	2.03%	21
2024 Q4	$13.8M	Buy	+185,100	New	+$14.1M	3.41%	6
2021 Q1	–	Sell	-55,787	Closed	-$5.18M	–	49
2020 Q4	$5.18M	Sell	55,787 -112,060	-67%	-$10.4M	1.11%	30
2020 Q3	$15.7M	Buy	167,847 +114,163	+213%	+$10.7M	4.76%	4
2020 Q2	$5M	Buy	53,684 +40,731	+314%	+$3.73M	1.62%	24
2020 Q1	$1.16M	Buy	+12,953	New	+$1.15M	0.54%	40

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

Systelligence LLC's BIV Position: Q2 2026 in Review

Systelligence LLC sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q2 2026, closing a stake of 112,975 shares — an estimated $8.72M sold.

Systelligence LLC first reported a position in BIV in Q1 2020 and held it in 10 quarters. The position peaked at $16.9M in Q3 2025. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

Systelligence LLC reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q2 2026 after selling out during the quarter.
Systelligence LLC sold 112,975 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $8.72M.
Systelligence LLC first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2020 and held it in 10 quarters.
Systelligence LLC's Vanguard Intermediate-Term Bond ETF position peaked at $16.9M in Q3 2025.
1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Systelligence LLC's 13F filing for Q2 2026, filed 14 Jul 2026.