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

Anchor 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
Q1 		$269K Hold
3,484
– – 0.02% 339
2025
Q4 		$271K Sell
3,484
-321
-8% -$25.1K 0.02% 332
2025
Q3 		$297K Sell
3,805
-319
-8% -$24.7K 0.02% 319
2025
Q2 		$319K Sell
4,124
-39
-0.9% -$2.97K 0.03% 306
2025
Q1 		$319K Hold
4,163
– – 0.03% 302
2024
Q4 		$311K Hold
4,163
– – 0.03% 301
2024
Q3 		$326K Sell
4,163
-2,166
-34% -$167K 0.03% 297
2024
Q2 		$474K Buy
6,329
+2,136
+51% +$159K 0.05% 241
2024
Q1 		$316K Sell
4,193
-636
-13% -$47.9K 0.03% 291
2023
Q4 		$369K Sell
4,829
-138
-3% -$10.1K 0.04% 277
2023
Q3 		$359K Buy
4,967
+211
+4% +$15.6K 0.05% 267
2023
Q2 		$358K Sell
4,756
-1,039
-18% -$79.1K 0.05% 269
2023
Q1 		$445K Sell
5,795
-600
-9% -$45.4K 0.06% 241
2022
Q4 		$475K Sell
6,395
-2,825
-31% -$209K 0.07% 233
2022
Q3 		$677K Hold
9,220
– – 0.11% 183
2022
Q2 		$716K Sell
9,220
-430
-4% -$33.7K 0.1% 182
2022
Q1 		$790K Sell
9,650
-3,029
-24% -$256K 0.1% 189
2021
Q4 		$1.11M Sell
12,679
-250
-2% -$22.2K 0.14% 160
2021
Q3 		$1.16M Sell
12,929
-1,050
-8% -$95.1K 0.16% 141
2021
Q2 		$1.26M Sell
13,979
-24
-0.2% -$2.14K 0.17% 132
2021
Q1 		$1.24M Sell
14,003
-148
-1% -$13.4K 0.19% 125
2020
Q4 		$1.31M Sell
14,151
-100
-0.7% -$9.31K 0.24% 104
2020
Q3 		$1.33M Hold
14,251
– – 0.27% 96
2020
Q2 		$1.33M Sell
14,251
-115
-0.8% -$10.5K 0.3% 90
2020
Q1 		$1.28M Buy
14,366
+3,368
+31% +$299K 0.33% 89
2019
Q4 		$959K Sell
10,998
-653
-6% -$57.2K 0.2% 126
2019
Q3 		$1.03M Sell
11,651
-147
-1% -$12.8K 0.24% 116
2019
Q2 		$1.02M Sell
11,798
-50
-0.4% -$4.22K 0.24% 114
2019
Q1 		$994K Sell
11,848
-460
-4% -$37.9K 0.25% 111
2018
Q4 		$1M Sell
12,308
-1,290
-9% -$103K 0.28% 99
2018
Q3 		$1.09M Sell
13,598
-12
-0.1% -$970 0.25% 108
2018
Q2 		$1.1M Sell
13,610
-125
-0.9% -$10.1K 0.27% 98
2018
Q1 		$1.12M Sell
13,735
-400
-3% -$32.8K 0.29% 98
2017
Q4 		$1.18M Sell
14,135
-85
-0.6% -$7.16K 0.31% 89
2017
Q3 		$1.2M Sell
14,220
-125
-0.9% -$10.6K 0.35% 86
2017
Q2 		$1.21M Sell
14,345
-1,525
-10% -$129K 0.4% 75
2017
Q1 		$1.33M Sell
15,870
-1,735
-10% -$144K 0.46% 66
2016
Q4 		$1.46M Sell
17,605
-1,230
-7% -$104K 0.55% 55
2016
Q3 		$1.65M Sell
18,835
-550
-3% -$48.3K 0.64% 43
2016
Q2 		$1.71M Buy
19,385
+50
+0.3% +$4.32K 0.67% 40
2016
Q1 		$1.67M Buy
+19,335
New +$1.64M 0.68% 38

Other funds holding BIV

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Baird Financial Group
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Anchor Investment Management's BIV Position: Q1 2026 in Review

Anchor Investment Management held its Vanguard Intermediate-Term Bond ETF (BIV) position steady in Q1 2026 at 3,484 shares worth $269K. The position accounts for 0.02% of the portfolio, ranked #339.

Anchor Investment Management first reported a position in BIV in Q1 2016 and has held it in 41 quarters since. The position peaked at $1.71M in Q2 2016. 1,005 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

  • Anchor Investment Management held 3,484 shares of Vanguard Intermediate-Term Bond ETF worth $269K as of Q1 2026.
  • Anchor Investment Management left its Vanguard Intermediate-Term Bond ETF share count unchanged in Q1 2026.
  • Vanguard Intermediate-Term Bond ETF made up 0.02% of Anchor Investment Management's portfolio in Q1 2026, its #339 holding.
  • Anchor Investment Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2016 and has held it in 41 quarters since.
  • Anchor Investment Management's Vanguard Intermediate-Term Bond ETF position peaked at $1.71M in Q2 2016.
  • 1,005 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

Based on Anchor Investment Management's 13F filing for Q1 2026, filed 1 May 2026.