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Allen Investment Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Allen Investment 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 		$475K Sell
6,198
-731
-11% -$56.1K 0.01% 192
2026
Q1 		$535K Buy
6,929
+380
+6% +$29.6K 0.01% 186
2025
Q4 		$510K Hold
6,549
– – 0.01% 186
2025
Q3 		$511K Hold
6,549
– – 0.01% 162
2025
Q2 		$507K Hold
6,549
– – 0.01% 160
2025
Q1 		$501K Hold
6,549
– – 0.01% 161
2024
Q4 		$489K Hold
6,549
– – 0.01% 164
2024
Q3 		$513K Hold
6,549
– – 0.01% 174
2024
Q2 		$490K Hold
6,549
– – 0.01% 169
2024
Q1 		$494K Buy
6,549
+40
+0.6% +$3.02K 0.01% 158
2023
Q4 		$497K Hold
6,509
– – 0.01% 160
2023
Q3 		$471K Sell
6,509
-2,102
-24% -$155K 0.01% 167
2023
Q2 		$648K Hold
8,611
– – 0.01% 147
2023
Q1 		$661K Hold
8,611
– – 0.01% 145
2022
Q4 		$640K Hold
8,611
– – 0.01% 143
2022
Q3 		$633K Sell
8,611
-4,854
-36% -$376K 0.01% 141
2022
Q2 		$1.05M Sell
13,465
-2,254
-14% -$177K 0.02% 129
2022
Q1 		$1.29M Sell
15,719
-3,560
-18% -$301K 0.02% 126
2021
Q4 		$1.69M Sell
19,279
-1,082
-5% -$96K 0.02% 122
2021
Q3 		$1.82M Hold
20,361
– – 0.02% 99
2021
Q2 		$1.83M Sell
20,361
-561
-3% -$50.1K 0.02% 99
2021
Q1 		$1.86M Sell
20,922
-444
-2% -$40.3K 0.03% 97
2020
Q4 		$1.98M Sell
21,366
-1,622
-7% -$151K 0.03% 90
2020
Q3 		$2.15M Sell
22,988
-75
-0.3% -$7.02K 0.04% 84
2020
Q2 		$2.15M Sell
23,063
-1,739
-7% -$159K 0.05% 86
2020
Q1 		$2.22M Sell
24,802
-983
-4% -$87.2K 0.07% 83
2019
Q4 		$2.25M Buy
25,785
+114
+0.4% +$9.98K 0.05% 90
2019
Q3 		$2.26M Sell
25,671
-1,804
-7% -$158K 0.06% 93
2019
Q2 		$2.38M Hold
27,475
– – 0.07% 96
2019
Q1 		$2.31M Sell
27,475
-15,347
-36% -$1.26M 0.07% 90
2018
Q4 		$3.48M Sell
42,822
-876
-2% -$70.1K 0.14% 62
2018
Q3 		$3.52M Sell
43,698
-28,735
-40% -$2.32M 0.12% 68
2018
Q2 		$5.87M Sell
72,433
-255,997
-78% -$20.7M 0.22% 49
2018
Q1 		$26.9M Buy
328,430
+39,688
+14% +$3.26M 1.12% 26
2017
Q4 		$24.2M Sell
288,742
-24,513
-8% -$2.07M 1.08% 23
2017
Q3 		$26.5M Buy
313,255
+90,471
+41% +$7.68M 1.21% 26
2017
Q2 		$18.8M Buy
222,784
+124,045
+126% +$10.5M 0.9% 27
2017
Q1 		$8.26M Buy
+98,739
New +$8.22M 0.42% 33

Other funds holding BIV

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
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

Allen Investment Management's BIV Position: Q2 2026 in Review

Allen Investment Management reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 11% in Q2 2026, selling an estimated $56.1K and leaving 6,198 shares worth $475K. The position accounts for 0.01% of the portfolio, ranked #192.

Allen Investment Management first reported a position in BIV in Q1 2017 and has held it in 38 quarters since. The position peaked at $26.9M in Q1 2018. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • Allen Investment Management held 6,198 shares of Vanguard Intermediate-Term Bond ETF worth $475K as of Q2 2026.
  • Allen Investment Management sold 731 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $56.1K.
  • Vanguard Intermediate-Term Bond ETF made up 0.01% of Allen Investment Management's portfolio in Q2 2026, its #192 holding.
  • Allen Investment Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2017 and has held it in 38 quarters since.
  • Allen Investment Management's Vanguard Intermediate-Term Bond ETF position peaked at $26.9M in Q1 2018.
  • 1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Allen Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.