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

Traveka Wealth’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	$530K	Sell	6,909 -3,659	-35%	-$281K	0.18%	91
2026 Q1	$816K	Buy	10,568 +3,908	+59%	+$304K	0.31%	62
2025 Q4	$519K	Sell	6,660 -2,237	-25%	-$175K	0.21%	83
2025 Q3	$695K	Sell	8,897 -1,645	-16%	-$127K	0.31%	57
2025 Q2	$815K	Sell	10,542 -9,314	-47%	-$709K	0.43%	45
2025 Q1	$1.52M	Sell	19,856 -893	-4%	-$67.4K	0.85%	35
2024 Q4	$1.55M	Sell	20,749 -72,987	-78%	-$5.55M	0.86%	33
2024 Q3	$7.35M	Sell	93,736 -58,729	-39%	-$4.53M	3.73%	5
2024 Q2	$11.4M	Sell	152,465 -21,807	-13%	-$1.62M	5.57%	3
2024 Q1	$13.1M	Buy	174,272 +35,312	+25%	+$2.66M	6.07%	3
2023 Q4	$10.6M	Buy	+138,960	New	+$10.2M	5.34%	3

Other funds holding BIV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

TLFA

True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return

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

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

BCM Advisors Lafayette, Louisiana $514M AUM 20.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Traveka Wealth's BIV Position: Q2 2026 in Review

Traveka Wealth reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 35% in Q2 2026, selling an estimated $281K and leaving 6,909 shares worth $530K. The position accounts for 0.18% of the portfolio, ranked #91.

Traveka Wealth first reported a position in BIV in Q4 2023 and has held it in 11 quarters since. The position peaked at $13.1M in Q1 2024. 537 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

Traveka Wealth held 6,909 shares of Vanguard Intermediate-Term Bond ETF worth $530K as of Q2 2026.
Traveka Wealth sold 3,659 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $281K.
Vanguard Intermediate-Term Bond ETF made up 0.18% of Traveka Wealth's portfolio in Q2 2026, its #91 holding.
Traveka Wealth first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2023 and has held it in 11 quarters since.
Traveka Wealth's Vanguard Intermediate-Term Bond ETF position peaked at $13.1M in Q1 2024.
537 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Traveka Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.