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

Transcend Capital 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	$268K	Sell	3,500 -211	-6%	-$16.2K	0.02%	671
2026 Q1	$286K	Hold	3,711	–	–	0.02%	561
2025 Q4	$289K	Hold	3,711	–	–	0.02%	529
2025 Q3	$290K	Hold	3,711	–	–	0.02%	545
2025 Q2	$287K	Sell	3,711 -62	-2%	-$4.72K	0.02%	476
2025 Q1	$289K	Buy	3,773 +497	+15%	+$37.5K	0.02%	484
2024 Q4	$245K	Hold	3,276	–	–	0.02%	485
2024 Q3	$257K	Hold	3,276	–	–	0.02%	509
2024 Q2	$245K	Sell	3,276 -148	-4%	-$11K	0.02%	504
2024 Q1	$258K	Buy	3,424 +142	+4%	+$10.7K	0.02%	443
2023 Q4	$251K	Buy	3,282 +44	+1%	+$3.22K	0.02%	418
2023 Q3	$234K	Sell	3,238 -2,165	-40%	-$160K	0.02%	421
2023 Q2	$406K	Buy	5,403 +1,859	+52%	+$142K	0.04%	327
2023 Q1	$272K	Buy	3,544 +431	+14%	+$32.6K	0.03%	382
2022 Q4	$231K	Sell	3,113 -3,021	-49%	-$224K	0.03%	419
2022 Q3	$451K	Buy	6,134 +2,598	+73%	+$201K	0.05%	298
2022 Q2	$275K	Sell	3,536 -3,222	-48%	-$253K	0.03%	390
2022 Q1	$554K	Buy	+6,758	New	+$571K	0.05%	306

Other funds holding BIV

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Transcend Capital Advisors's BIV Position: Q2 2026 in Review

Transcend Capital Advisors reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 5.7% in Q2 2026, selling an estimated $16.2K and leaving 3,500 shares worth $268K. The position accounts for 0.02% of the portfolio, ranked #671.

Transcend Capital Advisors first reported a position in BIV in Q1 2022 and has held it in 18 quarters since. The position peaked at $554K in Q1 2022. 1,024 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

Transcend Capital Advisors held 3,500 shares of Vanguard Intermediate-Term Bond ETF worth $268K as of Q2 2026.
Transcend Capital Advisors sold 211 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $16.2K.
Vanguard Intermediate-Term Bond ETF made up 0.02% of Transcend Capital Advisors's portfolio in Q2 2026, its #671 holding.
Transcend Capital Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2022 and has held it in 18 quarters since.
Transcend Capital Advisors's Vanguard Intermediate-Term Bond ETF position peaked at $554K in Q1 2022.
1,024 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Transcend Capital Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.