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TBH Global Asset Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

TBH Global Asset Management’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
-5,477
Closed -$423K – 265
2026
Q1 		$423K Sell
5,477
-50
-0.9% -$3.89K 0.09% 190
2025
Q4 		$430K Buy
5,527
+450
+9% +$35.2K 0.07% 177
2025
Q3 		$396K Buy
+5,077
New +$393K 0.08% 195

Other funds holding BIV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
LNC
Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return
ZF
Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

TBH Global Asset Management's BIV Position: Q2 2026 in Review

TBH Global Asset Management sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q2 2026, closing a stake of 5,477 shares — an estimated $423K sold.

TBH Global Asset Management first reported a position in BIV in Q3 2025 and held it in 3 quarters. The position peaked at $430K in Q4 2025. 749 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • TBH Global Asset Management reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q2 2026 after selling out during the quarter.
  • TBH Global Asset Management sold 5,477 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $423K.
  • TBH Global Asset Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q3 2025 and held it in 3 quarters.
  • TBH Global Asset Management's Vanguard Intermediate-Term Bond ETF position peaked at $430K in Q4 2025.
  • 749 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on TBH Global Asset Management's 13F filing for Q2 2026, filed 5 Aug 2026.