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

Truvestments 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 		$1.46M Buy
19,014
+167
+0.9% +$12.8K 0.22% 117
2026
Q1 		$1.45M Sell
18,847
-1,112
-6% -$86.6K 0.26% 109
2025
Q4 		$1.55M Sell
19,959
-397
-2% -$31K 0.28% 94
2025
Q3 		$1.59M Buy
20,356
+68
+0.3% +$5.26K 0.29% 88
2025
Q2 		$1.57M Sell
20,288
-409
-2% -$31.2K 0.31% 81
2025
Q1 		$1.58M Buy
+20,697
New +$1.56M 0.34% 71
2024
Q2 		– Sell
-1,935
Closed -$146K – 280
2024
Q1 		$146K Sell
1,935
-14
-0.7% -$1.05K 0.06% 260
2023
Q4 		$149K Sell
1,949
-238
-11% -$17.4K 0.07% 236
2023
Q3 		$158K Buy
2,187
+18
+0.8% +$1.33K 0.08% 205
2023
Q2 		$163K Sell
2,169
-233
-10% -$17.7K 0.08% 210
2023
Q1 		$184K Buy
2,402
+11
+0.5% +$833 0.1% 176
2022
Q4 		$178K Sell
2,391
-1,371
-36% -$102K 0.1% 160
2022
Q3 		$276K Buy
3,762
+13
+0.3% +$1.01K 0.17% 119
2022
Q2 		$291K Buy
3,749
+960
+34% +$75.3K 0.17% 121
2022
Q1 		$228K Buy
2,789
+471
+20% +$39.8K 0.13% 158
2021
Q4 		$203K Buy
2,318
+155
+7% +$13.8K 0.1% 158
2021
Q3 		$193K Buy
+2,163
New +$196K 0.11% 157
2019
Q4 		– Sell
-58
Closed -$5K – 191
2019
Q3 		$5K Hold
58
– – ﹤0.01% 567
2019
Q2 		$5K Hold
58
– – ﹤0.01% 610
2019
Q1 		$5K Buy
+58
New +$4.78K ﹤0.01% 593
2018
Q3 		$100K Buy
+1,246
New +$101K 0.05% 255

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

Truvestments Capital's BIV Position: Q2 2026 in Review

Truvestments Capital increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 0.89% in Q2 2026, buying an estimated $12.8K and bringing the position to 19,014 shares worth $1.46M. The position accounts for 0.22% of the portfolio, ranked #117.

Truvestments Capital first reported a position in BIV in Q3 2018 and has held it in 21 quarters since. The position peaked at $1.59M in Q3 2025. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • Truvestments Capital held 19,014 shares of Vanguard Intermediate-Term Bond ETF worth $1.46M as of Q2 2026.
  • Truvestments Capital bought 167 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $12.8K.
  • Vanguard Intermediate-Term Bond ETF made up 0.22% of Truvestments Capital's portfolio in Q2 2026, its #117 holding.
  • Truvestments Capital first reported a position in Vanguard Intermediate-Term Bond ETF in Q3 2018 and has held it in 21 quarters since.
  • Truvestments Capital's Vanguard Intermediate-Term Bond ETF position peaked at $1.59M in Q3 2025.
  • 1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Truvestments Capital's 13F filing for Q2 2026, filed 12 Aug 2026.