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

TAGStone 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 		$234K Buy
3,056
+18
+0.6% +$1.38K 0.07% 132
2026
Q1 		$234K Buy
3,038
+15
+0.5% +$1.17K 0.08% 129
2025
Q4 		$235K Sell
3,023
-319
-10% -$24.9K 0.09% 106
2025
Q3 		$261K Sell
3,342
-209
-6% -$16.2K 0.1% 103
2025
Q2 		$274K Sell
3,551
-14
-0.4% -$1.07K 0.11% 96
2025
Q1 		$273K Buy
3,565
+23
+0.6% +$1.74K 0.13% 82
2024
Q4 		$265K Buy
3,542
+45
+1% +$3.42K 0.13% 78
2024
Q3 		$274K Buy
3,497
+41
+1% +$3.16K 0.14% 76
2024
Q2 		$259K Buy
3,456
+299
+9% +$22.2K 0.15% 77
2024
Q1 		$238K Buy
3,157
+18
+0.6% +$1.36K 0.14% 81
2023
Q4 		$240K Sell
3,139
-13,165
-81% -$964K 0.16% 76
2023
Q3 		$1.18M Buy
16,304
+3,017
+23% +$223K 0.87% 29
2023
Q2 		$1M Buy
13,287
+8
+0.1% +$609 0.72% 32
2023
Q1 		$1.02M Buy
13,279
+5
+0% +$379 0.76% 32
2022
Q4 		$986K Buy
+13,274
New +$984K 0.81% 33

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

TAGStone Capital's BIV Position: Q2 2026 in Review

TAGStone Capital increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 0.59% in Q2 2026, buying an estimated $1.38K and bringing the position to 3,056 shares worth $234K. The position accounts for 0.07% of the portfolio, ranked #132.

TAGStone Capital first reported a position in BIV in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.18M in Q3 2023. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • TAGStone Capital held 3,056 shares of Vanguard Intermediate-Term Bond ETF worth $234K as of Q2 2026.
  • TAGStone Capital bought 18 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $1.38K.
  • Vanguard Intermediate-Term Bond ETF made up 0.07% of TAGStone Capital's portfolio in Q2 2026, its #132 holding.
  • TAGStone Capital first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • TAGStone Capital's Vanguard Intermediate-Term Bond ETF position peaked at $1.18M in Q3 2023.
  • 1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on TAGStone Capital's 13F filing for Q2 2026, filed 11 Aug 2026.