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

Wheelhouse Advisory Group’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 		$2.24M Buy
29,153
+5,241
+22% +$402K 0.63% 18
2026
Q1 		$1.85M Buy
23,912
+1,779
+8% +$138K 0.61% 19
2025
Q4 		$1.73M Buy
22,133
+8,523
+63% +$667K 0.66% 19
2025
Q3 		$1.06M Sell
13,610
-269
-2% -$20.8K 0.46% 20
2025
Q2 		$1.07M Sell
13,879
-430
-3% -$32.8K 0.53% 20
2025
Q1 		$1.1M Sell
14,309
-4,512
-24% -$340K 0.63% 16
2024
Q4 		$1.41M Sell
18,821
-1,227
-6% -$93.3K 0.83% 16
2024
Q3 		$1.57M Sell
20,048
-1,746
-8% -$135K 1.01% 14
2024
Q2 		$1.62M Buy
21,794
+970
+5% +$72.1K 1.14% 13
2024
Q1 		$1.57M Buy
20,824
+1,436
+7% +$108K 1.21% 13
2023
Q4 		$1.48M Buy
+19,388
New +$1.42M 1.29% 13

Other funds holding BIV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
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
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Wheelhouse Advisory Group's BIV Position: Q2 2026 in Review

Wheelhouse Advisory Group increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 22% in Q2 2026, buying an estimated $402K and bringing the position to 29,153 shares worth $2.24M. The position accounts for 0.63% of the portfolio, ranked #18.

Wheelhouse Advisory Group first reported a position in BIV in Q4 2023 and has held it in 11 quarters since. 710 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • Wheelhouse Advisory Group held 29,153 shares of Vanguard Intermediate-Term Bond ETF worth $2.24M as of Q2 2026.
  • Wheelhouse Advisory Group bought 5,241 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $402K.
  • Vanguard Intermediate-Term Bond ETF made up 0.63% of Wheelhouse Advisory Group's portfolio in Q2 2026, its #18 holding.
  • Wheelhouse Advisory Group first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • 710 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Wheelhouse Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.