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

WealthTrak Capital 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 Q2	$455K	Sell	5,934 -44	-0.7%	-$3.38K	0.3%	58
2026 Q1	$461K	Buy	5,978 +874	+17%	+$68K	0.33%	56
2025 Q4	$398K	Buy	5,104 +44	+0.9%	+$3.44K	0.28%	54
2025 Q3	$395K	Buy	5,060 +126	+3%	+$9.76K	0.33%	59
2025 Q2	$382K	Buy	4,934 +171	+4%	+$13K	0.32%	56
2025 Q1	$365K	Sell	4,763 -48	-1%	-$3.62K	0.31%	50
2024 Q4	$360K	Buy	+4,811	New	+$366K	0.3%	56

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

WealthTrak Capital Management's BIV Position: Q2 2026 in Review

WealthTrak Capital Management reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 0.74% in Q2 2026, selling an estimated $3.38K and leaving 5,934 shares worth $455K. The position accounts for 0.3% of the portfolio, ranked #58.

WealthTrak Capital Management first reported a position in BIV in Q4 2024 and has held it in 7 quarters since. The position peaked at $461K in Q1 2026. 1,020 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

WealthTrak Capital Management held 5,934 shares of Vanguard Intermediate-Term Bond ETF worth $455K as of Q2 2026.
WealthTrak Capital Management sold 44 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $3.38K.
Vanguard Intermediate-Term Bond ETF made up 0.3% of WealthTrak Capital Management's portfolio in Q2 2026, its #58 holding.
WealthTrak Capital Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2024 and has held it in 7 quarters since.
WealthTrak Capital Management's Vanguard Intermediate-Term Bond ETF position peaked at $461K in Q1 2026.
1,020 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on WealthTrak Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.