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

WealthCollab’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	$6.74M	Buy	87,923 +3,248	+4%	+$249K	2.44%	10
2026 Q1	$6.54M	Buy	84,675 +10,765	+15%	+$838K	2.69%	10
2025 Q4	$5.76M	Buy	73,910 +10,459	+16%	+$818K	2.35%	10
2025 Q3	$4.95M	Buy	63,451 +1,641	+3%	+$127K	2.27%	11
2025 Q2	$4.78M	Buy	61,810 +1,153	+2%	+$87.8K	2.67%	11
2025 Q1	$4.64M	Buy	60,657 +1,688	+3%	+$127K	2.87%	11
2024 Q4	$4.41M	Buy	58,969 +2,620	+5%	+$199K	2.81%	12
2024 Q3	$4.42M	Buy	56,349 +957	+2%	+$73.8K	2.89%	11
2024 Q2	$4.15M	Buy	55,392 +1,419	+3%	+$105K	2.98%	10
2024 Q1	$4.07M	Buy	53,973 +736	+1%	+$55.5K	3%	10
2023 Q4	$4.07M	Buy	+53,237	New	+$3.9M	3.17%	10

Other funds holding BIV

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

WealthCollab's BIV Position: Q2 2026 in Review

WealthCollab increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 3.8% in Q2 2026, buying an estimated $249K and bringing the position to 87,923 shares worth $6.74M. The position accounts for 2.44% of the portfolio, ranked #10.

WealthCollab first reported a position in BIV in Q4 2023 and has held it in 11 quarters since. 1,023 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

WealthCollab held 87,923 shares of Vanguard Intermediate-Term Bond ETF worth $6.74M as of Q2 2026.
WealthCollab bought 3,248 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $249K.
Vanguard Intermediate-Term Bond ETF made up 2.44% of WealthCollab's portfolio in Q2 2026, its #10 holding.
WealthCollab first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2023 and has held it in 11 quarters since.
1,023 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on WealthCollab's 13F filing for Q2 2026, filed 10 Aug 2026.