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WBH Advisory’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

WBH Advisory’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 		$227K Sell
2,954
-288
-9% -$22.1K 0.02% 351
2026
Q1 		$249K Buy
+3,242
New +$252K 0.02% 324
2025
Q2 		– Sell
-2,656
Closed -$203K – 337
2025
Q1 		$203K Sell
2,656
-29
-1% -$2.19K 0.02% 318
2024
Q4 		$201K Sell
2,685
-82
-3% -$6.23K 0.02% 318
2024
Q3 		$217K Buy
2,767
+56
+2% +$4.32K 0.02% 313
2024
Q2 		$203K Buy
+2,711
New +$201K 0.02% 302
2022
Q1 		– Sell
-6,312
Closed -$553K – 313
2021
Q4 		$553K Sell
6,312
-1,332
-17% -$118K 0.06% 212
2021
Q3 		$684K Buy
7,644
+84
+1% +$7.61K 0.09% 176
2021
Q2 		$687K Buy
7,560
+3,442
+84% +$307K 0.1% 151
2021
Q1 		$365K Buy
4,118
+13
+0.3% +$1.18K 0.06% 205
2020
Q4 		$378K Buy
4,105
+56
+1% +$5.21K 0.07% 194
2020
Q3 		$378K Buy
4,049
+22
+0.5% +$2.06K 0.08% 183
2020
Q2 		$375K Sell
4,027
-596
-13% -$54.5K 0.09% 173
2020
Q1 		$412 Buy
+4,623
New +$410K 0.1% 150
2018
Q4 		– Sell
-13,494
Closed -$1.08M – 227
2018
Q3 		$1.08M Buy
13,494
+300
+2% +$24.3K 0.26% 92
2018
Q2 		$1.07M Buy
13,194
+9,823
+291% +$793K 0.28% 87
2018
Q1 		$275K Sell
3,371
-2,661
-44% -$218K 0.07% 198
2017
Q4 		$505K Buy
6,032
+177
+3% +$14.9K 0.13% 140
2017
Q3 		$495K Buy
5,855
+32
+0.5% +$2.72K 0.14% 135
2017
Q2 		$492K Buy
5,823
+31
+0.5% +$2.62K 0.14% 134
2017
Q1 		$484K Buy
5,792
+270
+5% +$22.5K 0.15% 140
2016
Q4 		$458K Buy
+5,522
New +$469K 0.15% 137

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

WBH Advisory's BIV Position: Q2 2026 in Review

WBH Advisory reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 8.9% in Q2 2026, selling an estimated $22.1K and leaving 2,954 shares worth $227K. The position accounts for 0.02% of the portfolio, ranked #351.

WBH Advisory first reported a position in BIV in Q4 2016 and has held it in 22 quarters since. The position peaked at $1.08M in Q3 2018. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • WBH Advisory held 2,954 shares of Vanguard Intermediate-Term Bond ETF worth $227K as of Q2 2026.
  • WBH Advisory sold 288 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $22.1K.
  • Vanguard Intermediate-Term Bond ETF made up 0.02% of WBH Advisory's portfolio in Q2 2026, its #351 holding.
  • WBH Advisory first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2016 and has held it in 22 quarters since.
  • WBH Advisory's Vanguard Intermediate-Term Bond ETF position peaked at $1.08M in Q3 2018.
  • 1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on WBH Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.