AssetMark Inc’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $103M | Buy |
1,346,530
+1,330,670
| +8,390% | +$102M | 0.18% | 103 |
|
|
2026
Q1 | $1.22M | Buy |
15,860
+759
| +5% | +$59.1K | ﹤0.01% | 1001 |
|
|
2025
Q4 | $1.18M | Buy |
15,101
+9,161
| +154% | +$716K | ﹤0.01% | 981 |
|
|
2025
Q3 | $464K | Buy |
5,940
+1,240
| +26% | +$96K | ﹤0.01% | 1116 |
|
|
2025
Q2 | $363K | Buy |
4,700
+1,210
| +35% | +$92.2K | ﹤0.01% | 1100 |
|
|
2025
Q1 | $267K | Buy |
3,490
+74
| +2% | +$5.58K | ﹤0.01% | 1083 |
|
|
2024
Q4 | $255K | Sell |
3,416
-148
| -4% | -$11.3K | ﹤0.01% | 1046 |
|
|
2024
Q3 | $279K | Sell |
3,564
-135
| -4% | -$10.4K | ﹤0.01% | 969 |
|
|
2024
Q2 | $277K | Sell |
3,699
-1,529
| -29% | -$114K | ﹤0.01% | 946 |
|
|
2024
Q1 | $394K | Buy |
5,228
+985
| +23% | +$74.2K | ﹤0.01% | 855 |
|
|
2023
Q4 | $324K | Sell |
4,243
-403
| -9% | -$29.5K | ﹤0.01% | 849 |
|
|
2023
Q3 | $336K | Sell |
4,646
-145
| -3% | -$10.7K | ﹤0.01% | 802 |
|
|
2023
Q2 | $360K | Sell |
4,791
-331
| -6% | -$25.2K | ﹤0.01% | 772 |
|
|
2023
Q1 | $393K | Sell |
5,122
-21
| -0.4% | -$1.59K | ﹤0.01% | 744 |
|
|
2022
Q4 | $382K | Sell |
5,143
-548
| -10% | -$40.6K | ﹤0.01% | 737 |
|
|
2022
Q3 | $418K | Sell |
5,691
-334
| -6% | -$25.8K | ﹤0.01% | 677 |
|
|
2022
Q2 | $468K | Sell |
6,025
-66
| -1% | -$5.17K | ﹤0.01% | 636 |
|
|
2022
Q1 | $499K | Buy |
6,091
+378
| +7% | +$31.9K | ﹤0.01% | 612 |
|
|
2021
Q4 | $501K | Sell |
5,713
-152
| -3% | -$13.5K | ﹤0.01% | 542 |
|
|
2021
Q3 | $525K | Sell |
5,865
-406
| -6% | -$36.8K | ﹤0.01% | 455 |
|
|
2021
Q2 | $564K | Sell |
6,271
-200
| -3% | -$17.9K | ﹤0.01% | 448 |
|
|
2021
Q1 | $574K | Sell |
6,471
-220
| -3% | -$20K | ﹤0.01% | 428 |
|
|
2020
Q4 | $621K | Buy |
6,691
+571
| +9% | +$53.2K | ﹤0.01% | 407 |
|
|
2020
Q3 | $572K | Buy |
+6,120
| New | +$573K | ﹤0.01% | 389 |
|
|
2020
Q1 | – | Sell |
-363
| Closed | -$32K | – | 1366 |
|
|
2019
Q4 | $32K | Buy |
+363
| New | +$31.8K | ﹤0.01% | 835 |
|
|
2017
Q1 | – | Sell |
-35
| Closed | -$3K | – | 1278 |
|
|
2016
Q4 | $3K | Buy |
35
+25
| +250% | +$2.12K | ﹤0.01% | 1077 |
|
|
2016
Q3 | $1K | Hold |
10
| – | – | ﹤0.01% | 1154 |
|
|
2016
Q2 | $1K | Hold |
10
| – | – | ﹤0.01% | 1116 |
|
|
2016
Q1 | $1K | Buy |
+10
| New | +$847 | ﹤0.01% | 1099 |
|
|
2015
Q1 | – | Sell |
-2,522
| Closed | -$214K | – | 465 |
|
|
2014
Q4 | $214K | Sell |
2,522
-773
| -23% | -$65.7K | ﹤0.01% | 391 |
|
|
2014
Q3 | $278K | Sell |
3,295
-624
| -16% | -$52.7K | 0.01% | 387 |
|
|
2014
Q2 | $332K | Sell |
3,919
-1,354
| -26% | -$114K | 0.01% | 387 |
|
|
2014
Q1 | $439K | Sell |
5,273
-882
| -14% | -$73.4K | 0.01% | 325 |
|
|
2013
Q4 | $503K | Sell |
6,155
-2,542
| -29% | -$212K | 0.01% | 320 |
|
|
2013
Q3 | $726K | Buy |
+8,697
| New | +$721K | 0.02% | 292 |
|
Other funds holding BIV
TLFA
ZF
RIA
MG
BA
DWS
AssetMark Inc's BIV Position: Q2 2026 in Review
AssetMark Inc increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 8,390% in Q2 2026, buying an estimated $102M and bringing the position to 1,346,530 shares worth $103M. The position accounts for 0.18% of the portfolio, ranked #103.
AssetMark Inc first reported a position in BIV in Q3 2013 and has held it in 35 quarters since. 508 funds tracked by Wall St. Rank hold BIV as of Q2 2026.
- AssetMark Inc held 1,346,530 shares of Vanguard Intermediate-Term Bond ETF worth $103M as of Q2 2026.
- AssetMark Inc bought 1,330,670 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $102M.
- Vanguard Intermediate-Term Bond ETF made up 0.18% of AssetMark Inc's portfolio in Q2 2026, its #103 holding.
- AssetMark Inc first reported a position in Vanguard Intermediate-Term Bond ETF in Q3 2013 and has held it in 35 quarters since.
- 508 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.
Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.