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Wealth Enhancement Trust Services’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Wealth Enhancement Trust Services’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 		$10.3M Buy
133,768
+2,032
+2% +$156K 1.14% 19
2026
Q1 		$10.2M Buy
131,736
+2,915
+2% +$227K 1.23% 17
2025
Q4 		$10M Buy
+128,821
New +$10.1M 1.27% 16

Other funds holding BIV

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
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
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
LNC
Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return
ZF
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

Wealth Enhancement Trust Services's BIV Position: Q2 2026 in Review

Wealth Enhancement Trust Services increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 1.5% in Q2 2026, buying an estimated $156K and bringing the position to 133,768 shares worth $10.3M. The position accounts for 1.14% of the portfolio, ranked #19.

Wealth Enhancement Trust Services first reported a position in BIV in Q4 2025 and has held it in 3 quarters since. 840 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • Wealth Enhancement Trust Services held 133,768 shares of Vanguard Intermediate-Term Bond ETF worth $10.3M as of Q2 2026.
  • Wealth Enhancement Trust Services bought 2,032 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $156K.
  • Vanguard Intermediate-Term Bond ETF made up 1.14% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #19 holding.
  • Wealth Enhancement Trust Services first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 840 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Wealth Enhancement Trust Services's 13F filing for Q2 2026, filed 15 Jul 2026.