Transce3nd’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Transce3nd’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 Q1	$2.31K	Hold	30	–	–	0.02%	155
2025 Q4	$2.34K	Hold	30	–	–	0.02%	159
2025 Q3	$0	Sell	30 -287	-91%	-$22.2K	﹤0.01%	258
2025 Q2	$24.5K	Sell	317 -69	-18%	-$5.25K	0.01%	410
2025 Q1	$29.5K	Sell	386 -784	-67%	-$59.1K	0.01%	374
2024 Q4	$87.5K	Buy	+1,170	New	+$89K	0.03%	281

Other funds holding BIV

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

TLFA

True Link Financial Advisors San Francisco, California $1.62B AUM 8.33% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Transce3nd's BIV Position: Q1 2026 in Review

Transce3nd held its Vanguard Intermediate-Term Bond ETF (BIV) position steady in Q1 2026 at 30 shares worth $2.31K. The position accounts for 0.02% of the portfolio, ranked #155.

Transce3nd first reported a position in BIV in Q4 2024 and has held it in 6 quarters since. The position peaked at $87.5K in Q4 2024. 1,005 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

Transce3nd held 30 shares of Vanguard Intermediate-Term Bond ETF worth $2.31K as of Q1 2026.
Transce3nd left its Vanguard Intermediate-Term Bond ETF share count unchanged in Q1 2026.
Vanguard Intermediate-Term Bond ETF made up 0.02% of Transce3nd's portfolio in Q1 2026, its #155 holding.
Transce3nd first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2024 and has held it in 6 quarters since.
Transce3nd's Vanguard Intermediate-Term Bond ETF position peaked at $87.5K in Q4 2024.
1,005 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

Based on Transce3nd's 13F filing for Q1 2026, filed 7 May 2026.