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

TSA Wealth Management’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
Q3 		$3.65M Buy
50,145
+3,468
+7% +$261K 1.03% 26
2026
Q2 		$3.58M Buy
46,677
+12,649
+37% +$971K 1.01% 27
2026
Q1 		$2.63M Buy
34,028
+2,415
+8% +$188K 0.85% 27
2025
Q4 		$2.46M Sell
31,613
-451
-1% -$35.3K 0.82% 26
2025
Q3 		$2.5M Sell
32,064
-1,370
-4% -$106K 0.85% 28
2025
Q2 		$2.59M Buy
33,434
+604
+2% +$46K 0.94% 25
2025
Q1 		$2.51M Buy
32,830
+23,824
+265% +$1.8M 1% 22
2024
Q4 		$673K Buy
9,006
+313
+4% +$23.8K 0.27% 40
2024
Q3 		$681K Buy
8,693
+147
+2% +$11.3K 0.27% 39
2024
Q2 		$640K Buy
8,546
+4,962
+138% +$369K 0.27% 40
2024
Q1 		$270K Buy
+3,584
New +$270K 0.12% 50

Other funds holding BIV

True Link Financial Advisors
True Link Financial Advisors San Francisco, California $1.74B AUM 3.65% 1-Year Est. Return
Retirement Investment Advisors
Retirement Investment Advisors Oklahoma City, Oklahoma $1.43B AUM 10.13% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Citizens Financial Group
Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Family Investment Center
Family Investment Center Saint Joseph, Missouri $606M AUM 13.02% 1-Year Est. Return
Allied Investment Advisors
Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return
Discipline Wealth Solutions
Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 12.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

TSA Wealth Management's BIV Position: Q3 2026 in Review

TSA Wealth Management increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 7.4% in Q3 2026, buying an estimated $261K and bringing the position to 50,145 shares worth $3.65M. The position accounts for 1.03% of the portfolio, ranked #26.

TSA Wealth Management first reported a position in BIV in Q1 2024 and has held it in 11 quarters since. 449 funds tracked by Wall St. Rank hold BIV as of Q3 2026.

  • TSA Wealth Management held 50,145 shares of Vanguard Intermediate-Term Bond ETF worth $3.65M as of Q3 2026.
  • TSA Wealth Management bought 3,468 Vanguard Intermediate-Term Bond ETF shares in Q3 2026, an estimated $261K.
  • Vanguard Intermediate-Term Bond ETF made up 1.03% of TSA Wealth Management's portfolio in Q3 2026, its #26 holding.
  • TSA Wealth Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2024 and has held it in 11 quarters since.
  • 449 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2026.

Based on TSA Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.