Bank Hapoalim BM’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Bank Hapoalim BM’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	$29.4M	Sell	382,990 -131,500	-26%	-$10.1M	1.95%	11
2026 Q1	$39.6M	Buy	+514,490	New	+$40.1M	6.07%	3
2025 Q4	–	Sell	-129,000	Closed	-$10.1M	–	123
2025 Q3	$10.1M	Buy	+129,000	New	+$9.99M	1.24%	24
2024 Q3	–	Sell	-150,000	Closed	-$11.2M	–	130
2024 Q2	$11.2M	Buy	150,000 +50,000	+50%	+$3.72M	1.59%	23
2024 Q1	$7.6M	Buy	+100,000	New	+$7.54M	0.98%	33
2018 Q1	–	Hold	0	–	–	–	116
2017 Q4	–	Hold	0	–	–	–	108
2017 Q3	–	Hold	0	–	–	–	110
2017 Q2	–	Hold	0	–	–	–	101
2017 Q1	–	Hold	0	–	–	–	101
2016 Q4	–	Hold	0	–	–	–	84
2016 Q3	–	Hold	0	–	–	–	89
2016 Q2	–	Hold	0	–	–	–	86
2016 Q1	–	Hold	0	–	–	–	73
2015 Q4	–	Hold	0	–	–	–	116

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

Bank Hapoalim BM's BIV Position: Q2 2026 in Review

Bank Hapoalim BM reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 26% in Q2 2026, selling an estimated $10.1M and leaving 382,990 shares worth $29.4M. The position accounts for 1.95% of the portfolio, ranked #11.

Bank Hapoalim BM first reported a position in BIV in Q1 2024 and has held it in 5 quarters since. The position peaked at $39.6M in Q1 2026. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

Bank Hapoalim BM held 382,990 shares of Vanguard Intermediate-Term Bond ETF worth $29.4M as of Q2 2026.
Bank Hapoalim BM sold 131,500 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $10.1M.
Vanguard Intermediate-Term Bond ETF made up 1.95% of Bank Hapoalim BM's portfolio in Q2 2026, its #11 holding.
Bank Hapoalim BM first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2024 and has held it in 5 quarters since.
Bank Hapoalim BM's Vanguard Intermediate-Term Bond ETF position peaked at $39.6M in Q1 2026.
1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Bank Hapoalim BM's 13F filing for Q2 2026, filed 5 Aug 2026.