Ballentine Capital Advisors’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Ballentine Capital Advisors’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	$31M	Buy	403,995 +39,039	+11%	+$3M	11.68%	3
2026 Q1	$28.2M	Buy	364,956 +11,858	+3%	+$923K	11.66%	3
2025 Q4	$27.5M	Buy	353,098 +15,029	+4%	+$1.18M	11.58%	3
2025 Q3	$26.4M	Buy	338,069 +11,277	+3%	+$873K	11.67%	3
2025 Q2	$25.3M	Sell	326,792 -792	-0.2%	-$60.3K	11.98%	3
2025 Q1	$25.1M	Buy	327,584 +18,125	+6%	+$1.37M	12.73%	3
2024 Q4	$23.1M	Sell	309,459 -101	-0%	-$7.68K	11.98%	2
2024 Q3	$24.3M	Buy	309,560 +2,588	+0.8%	+$200K	12.17%	3
2024 Q2	$23M	Buy	306,972 +7,479	+2%	+$556K	12.22%	3
2024 Q1	$22.4M	Buy	299,493 +73,215	+32%	+$5.52M	12.28%	3
2023 Q4	$17.2M	Buy	+226,278	New	+$16.6M	10.09%	3

Other funds holding BIV

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ballentine Capital Advisors's BIV Position: Q2 2026 in Review

Ballentine Capital Advisors increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 11% in Q2 2026, buying an estimated $3M and bringing the position to 403,995 shares worth $31M. The position accounts for 11.68% of the portfolio, ranked #3.

Ballentine Capital Advisors first reported a position in BIV in Q4 2023 and has held it in 11 quarters since. 1,014 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

Ballentine Capital Advisors held 403,995 shares of Vanguard Intermediate-Term Bond ETF worth $31M as of Q2 2026.
Ballentine Capital Advisors bought 39,039 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $3M.
Vanguard Intermediate-Term Bond ETF made up 11.68% of Ballentine Capital Advisors's portfolio in Q2 2026, its #3 holding.
Ballentine Capital Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2023 and has held it in 11 quarters since.
1,014 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Ballentine Capital Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.