Transamerica Financial Advisors’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Transamerica Financial Advisors’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	$799K	Buy	10,421 +2,080	+25%	+$160K	0.07%	235
2026 Q1	$644K	Buy	8,341 +4,746	+132%	+$369K	0.05%	264
2025 Q4	$280K	Buy	3,595 +1,190	+49%	+$93.1K	0.02%	314
2025 Q3	$188K	Buy	+2,405	New	+$186K	0.02%	338
2024 Q3	–	Sell	-1	Closed	-$1K	–	596
2024 Q2	$1K	Hold	1	–	–	﹤0.01%	397
2024 Q1	$1K	Hold	1	–	–	﹤0.01%	441
2023 Q4	$1K	Hold	1	–	–	﹤0.01%	391
2023 Q3	$1K	Hold	1	–	–	﹤0.01%	417
2023 Q2	$1K	Hold	1	–	–	﹤0.01%	389
2023 Q1	$1K	Hold	1	–	–	﹤0.01%	384
2022 Q4	$1K	Hold	1	–	–	﹤0.01%	431
2022 Q3	$1K	Hold	1	–	–	﹤0.01%	406
2022 Q2	$1K	Buy	+1	New	+$78	﹤0.01%	414
2018 Q1	–	Sell	-1	Closed	-$1K	–	460
2017 Q4	$1K	Hold	1	–	–	﹤0.01%	330
2017 Q3	$1K	Hold	1	–	–	﹤0.01%	327
2017 Q2	$1K	Hold	1	–	–	﹤0.01%	296
2017 Q1	$1K	Hold	1	–	–	﹤0.01%	293
2016 Q4	$1K	Hold	1	–	–	﹤0.01%	325
2016 Q3	$1K	Buy	+1	New	+$88	﹤0.01%	338
2016 Q2	–	Sell	-8,551	Closed	-$738K	–	432
2016 Q1	$738K	Buy	8,551 +1,706	+25%	+$145K	0.06%	188
2015 Q4	$569K	Sell	6,845 -1	-0%	-$84	0.04%	218
2015 Q3	$581K	Buy	6,846 +1,299	+23%	+$109K	0.05%	195
2015 Q2	$466K	Buy	5,547 +538	+11%	+$45.7K	0.03%	231
2015 Q1	$432K	Buy	5,009 +4,990	+26,263%	+$428K	0.03%	244
2014 Q4	$2K	Hold	19	–	–	﹤0.01%	601
2014 Q3	$2K	Sell	19 -50	-72%	-$4.23K	﹤0.01%	567
2014 Q2	$6K	Buy	69 +1	+1%	+$84	﹤0.01%	533
2014 Q1	$6K	Sell	68 -78,816	-100%	-$6.55M	﹤0.01%	498
2013 Q4	$6.45M	Buy	78,884 +23,804	+43%	+$1.99M	0.7%	27
2013 Q3	$4.6M	Buy	55,080 +12,626	+30%	+$1.05M	0.6%	32
2013 Q2	$3.54M	Buy	+42,454	New	+$3.69M	0.58%	36

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

Transamerica Financial Advisors's BIV Position: Q2 2026 in Review

Transamerica Financial Advisors increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 25% in Q2 2026, buying an estimated $160K and bringing the position to 10,421 shares worth $799K. The position accounts for 0.07% of the portfolio, ranked #235.

Transamerica Financial Advisors first reported a position in BIV in Q2 2013 and has held it in 31 quarters since. The position peaked at $6.45M in Q4 2013. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

Transamerica Financial Advisors held 10,421 shares of Vanguard Intermediate-Term Bond ETF worth $799K as of Q2 2026.
Transamerica Financial Advisors bought 2,080 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $160K.
Vanguard Intermediate-Term Bond ETF made up 0.07% of Transamerica Financial Advisors's portfolio in Q2 2026, its #235 holding.
Transamerica Financial Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2013 and has held it in 31 quarters since.
Transamerica Financial Advisors's Vanguard Intermediate-Term Bond ETF position peaked at $6.45M in Q4 2013.
1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.