TC
BIV icon

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

Trilogy Capital’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 		$411K Buy
5,362
+58
+1% +$4.45K 0.02% 291
2026
Q1 		$409K Buy
5,304
+35
+0.7% +$2.73K 0.02% 283
2025
Q4 		$410K Buy
5,269
+72
+1% +$5.63K 0.02% 270
2025
Q3 		$406K Buy
5,197
+53
+1% +$4.1K 0.02% 271
2025
Q2 		$398K Buy
5,144
+39
+0.8% +$2.97K 0.02% 258
2025
Q1 		$391K Buy
5,105
+728
+17% +$54.9K 0.02% 247
2024
Q4 		$327K Buy
4,377
+42
+1% +$3.19K 0.02% 272
2024
Q3 		$340K Buy
4,335
+6
+0.1% +$463 0.02% 265
2024
Q2 		$324K Sell
4,329
-1,128
-21% -$83.8K 0.02% 263
2024
Q1 		$411K Buy
5,457
+89
+2% +$6.71K 0.02% 218
2023
Q4 		$410K Buy
5,368
+128
+2% +$9.38K 0.03% 188
2023
Q3 		$379K Sell
5,240
-52
-1% -$3.85K 0.03% 181
2023
Q2 		$398K Buy
5,292
+41
+0.8% +$3.12K 0.03% 191
2023
Q1 		$403K Buy
5,251
+84
+2% +$6.36K 0.03% 169
2022
Q4 		$384K Sell
5,167
-92,883
-95% -$6.88M 0.03% 174
2022
Q3 		$7.21M Buy
98,050
+92,636
+1,711% +$7.17M 0.65% 33
2022
Q2 		$420K Buy
5,414
+12
+0.2% +$941 0.04% 121
2022
Q1 		$442K Sell
5,402
-62,636
-92% -$5.29M 0.03% 136
2021
Q4 		$5.96M Sell
68,038
-6,517
-9% -$578K 0.45% 43
2021
Q3 		$6.67M Sell
74,555
-2,994
-4% -$271K 0.51% 42
2021
Q2 		$7.01M Buy
77,549
+72,113
+1,327% +$6.44M 0.52% 42
2021
Q1 		$482K Buy
5,436
+814
+18% +$73.9K 0.04% 125
2020
Q4 		$429K Sell
4,622
-189
-4% -$17.6K 0.04% 117
2020
Q3 		$450K Buy
+4,811
New +$451K 0.04% 109
2018
Q2 		– Sell
-839
Closed -$69K – 577
2018
Q1 		$69K Buy
+839
New +$68.8K 0.01% 155

Other funds holding BIV

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Baird Financial Group
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Trilogy Capital's BIV Position: Q2 2026 in Review

Trilogy Capital increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 1.1% in Q2 2026, buying an estimated $4.45K and bringing the position to 5,362 shares worth $411K. The position accounts for 0.02% of the portfolio, ranked #291.

Trilogy Capital first reported a position in BIV in Q1 2018 and has held it in 25 quarters since. The position peaked at $7.21M in Q3 2022. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • Trilogy Capital held 5,362 shares of Vanguard Intermediate-Term Bond ETF worth $411K as of Q2 2026.
  • Trilogy Capital bought 58 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $4.45K.
  • Vanguard Intermediate-Term Bond ETF made up 0.02% of Trilogy Capital's portfolio in Q2 2026, its #291 holding.
  • Trilogy Capital first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2018 and has held it in 25 quarters since.
  • Trilogy Capital's Vanguard Intermediate-Term Bond ETF position peaked at $7.21M in Q3 2022.
  • 1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Trilogy Capital's 13F filing for Q2 2026, filed 6 Jul 2026.