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

Transcendent Capital Group’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	$217K	Hold	2,810	–	–	0.1%	107
2025 Q4	$219K	Hold	2,810	–	–	0.1%	113
2025 Q3	$219K	Hold	2,810	–	–	0.1%	114
2025 Q2	$217K	Hold	2,810	–	–	0.11%	96
2025 Q1	$215K	Hold	2,810	–	–	0.12%	83
2024 Q4	$210K	Hold	2,810	–	–	0.11%	96
2024 Q3	$220K	Hold	2,810	–	–	0.11%	102
2024 Q2	$210K	Hold	2,810	–	–	0.12%	84
2024 Q1	$212K	Buy	+2,810	New	+$212K	0.12%	89

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

Transcendent Capital Group's BIV Position: Q1 2026 in Review

Transcendent Capital Group held its Vanguard Intermediate-Term Bond ETF (BIV) position steady in Q1 2026 at 2,810 shares worth $217K. The position accounts for 0.1% of the portfolio, ranked #107.

Transcendent Capital Group first reported a position in BIV in Q1 2024 and has held it in 9 quarters since. The position peaked at $220K in Q3 2024. 1,005 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

Transcendent Capital Group held 2,810 shares of Vanguard Intermediate-Term Bond ETF worth $217K as of Q1 2026.
Transcendent Capital Group left its Vanguard Intermediate-Term Bond ETF share count unchanged in Q1 2026.
Vanguard Intermediate-Term Bond ETF made up 0.1% of Transcendent Capital Group's portfolio in Q1 2026, its #107 holding.
Transcendent Capital Group first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2024 and has held it in 9 quarters since.
Transcendent Capital Group's Vanguard Intermediate-Term Bond ETF position peaked at $220K in Q3 2024.
1,005 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

Based on Transcendent Capital Group's 13F filing for Q1 2026, filed 27 Apr 2026.