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 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 $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

TLFA

True Link Financial Advisors San Francisco, California $1.62B AUM 8.33% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

WealthTrak Capital Management's BIV Position: Q1 2026 in Review

WealthTrak Capital Management increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 17% in Q1 2026, buying an estimated $68K and bringing the position to 5,978 shares worth $461K. The position accounts for 0.33% of the portfolio, ranked #56.

WealthTrak Capital Management first reported a position in BIV in Q4 2024 and has held it in 6 quarters since. 1,005 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

WealthTrak Capital Management held 5,978 shares of Vanguard Intermediate-Term Bond ETF worth $461K as of Q1 2026.
WealthTrak Capital Management bought 874 Vanguard Intermediate-Term Bond ETF shares in Q1 2026, an estimated $68K.
Vanguard Intermediate-Term Bond ETF made up 0.33% of WealthTrak Capital Management's portfolio in Q1 2026, its #56 holding.
WealthTrak Capital Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2024 and has held it in 6 quarters since.
1,005 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

Based on WealthTrak Capital Management's 13F filing for Q1 2026, filed 12 May 2026.