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

BCM 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 		$95.7M Buy
1,267,115
+2,723
+0.2% +$209K 18.63% 1
2026
Q1 		$96.8M Sell
1,264,392
-53,406
-4% -$4.16M 19.1% 1
2025
Q4 		$103M Buy
1,317,798
+1,283
+0.1% +$100K 19.65% 1
2025
Q3 		$104M Buy
1,316,515
+439,920
+50% +$34.1M 20.88% 1
2025
Q2 		$67.6M Buy
876,595
+15,002
+2% +$1.14M 14.39% 2
2025
Q1 		$65.6M Sell
861,593
-37,440
-4% -$2.82M 14.87% 2
2024
Q4 		$67.8M Buy
899,033
+108,557
+14% +$8.25M 15.15% 1
2024
Q3 		$59.8M Buy
790,476
+10,902
+1% +$841K 13.74% 3
2024
Q2 		$59.8M Buy
779,574
+23,514
+3% +$1.75M 14.18% 1
2024
Q1 		$55.5M Buy
756,060
+6,461
+0.9% +$487K 14.05% 1
2023
Q4 		$56.9M Buy
749,599
+52,784
+8% +$3.87M 14.96% 1
2023
Q3 		$50.6M Buy
696,815
+43,351
+7% +$3.21M 15.01% 1
2023
Q2 		$49.4M Buy
653,464
+9,316
+1% +$710K 13.24% 1
2023
Q1 		$49M Sell
644,148
-8,675
-1% -$657K 13.27% 1
2022
Q4 		$50.4M Sell
652,823
-984
-0.2% -$72.9K 13.94% 1
2022
Q3 		$47.8M Sell
653,807
-42,814
-6% -$3.31M 14.06% 1
2022
Q2 		$54.9M Sell
696,621
-25,466
-4% -$2M 15.11% 2
2022
Q1 		$57.1M Buy
722,087
+5,779
+0.8% +$488K 15.13% 2
2021
Q4 		$61.4M Buy
716,308
+104,679
+17% +$9.29M 15.81% 2
2021
Q3 		$54.3M Buy
611,629
+11,628
+2% +$1.05M 14.5% 2
2021
Q2 		$54.7M Buy
600,001
+198,887
+50% +$17.8M 14.81% 2
2021
Q1 		$35.8M Sell
401,114
-26,424
-6% -$2.4M 10.82% 3
2020
Q4 		$39.7M Buy
427,538
+33,612
+9% +$3.13M 13.04% 4
2020
Q3 		$36.7M Sell
393,926
-68,050
-15% -$6.37M 13.53% 4
2020
Q2 		$43.1M Buy
461,976
+177,787
+63% +$16.3M 18.04% 3
2020
Q1 		$25.4M Sell
284,189
-23,649
-8% -$2.1M 12.21% 3
2019
Q4 		$26.9M Buy
307,838
+259,583
+538% +$22.7M 9.76% 5
2019
Q3 		$4.25M Buy
48,255
+778
+2% +$68K 1.83% 16
2019
Q2 		$4.11M Buy
47,477
+551
+1% +$46.5K 1.88% 17
2019
Q1 		$3.94M Sell
46,926
-1,972
-4% -$162K 1.86% 16
2018
Q4 		$3.98M Buy
48,898
+2,441
+5% +$195K 2.02% 14
2018
Q3 		$3.74M Buy
46,457
+1,706
+4% +$138K 1.96% 14
2018
Q2 		$3.62M Sell
44,751
-1,405
-3% -$113K 2% 15
2018
Q1 		$3.77M Buy
46,156
+7,389
+19% +$606K 2.23% 14
2017
Q4 		$3.25M Buy
38,767
+8,956
+30% +$755K 1.87% 18
2017
Q3 		$2.52M Buy
29,811
+2,418
+9% +$205K 1.55% 20
2017
Q2 		$2.31M Buy
27,393
+739
+3% +$62.4K 1.46% 20
2017
Q1 		$2.23M Buy
26,654
+1,899
+8% +$158K 1.41% 21
2016
Q4 		$2.06M Buy
+24,755
New +$2.1M 1.36% 21

Other funds holding BIV

RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DWS
Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 20.96% 1-Year Est. Return
SFMG
Sage Financial Management Group Mclean, Virginia $364M AUM 15.61% 1-Year Est. Return
VFP
Verus Financial Partners Richmond, Virginia $1.17B AUM 15.91% 1-Year Est. Return
SCA
Scott Capital Advisors Portland, Oregon $639M AUM 14.51% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $587M AUM 27.44% 1-Year Est. Return

BCM Advisors's BIV Position: Q2 2026 in Review

BCM Advisors increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 0.22% in Q2 2026, buying an estimated $209K and bringing the position to 1,267,115 shares worth $95.7M. The position accounts for 18.63% of the portfolio, ranked #1.

BCM Advisors first reported a position in BIV in Q4 2016 and has held it in 39 quarters since. The position peaked at $104M in Q3 2025. 427 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • BCM Advisors held 1,267,115 shares of Vanguard Intermediate-Term Bond ETF worth $95.7M as of Q2 2026.
  • BCM Advisors bought 2,723 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $209K.
  • Vanguard Intermediate-Term Bond ETF made up 18.63% of BCM Advisors's portfolio in Q2 2026, its #1 holding.
  • BCM Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2016 and has held it in 39 quarters since.
  • BCM Advisors's Vanguard Intermediate-Term Bond ETF position peaked at $104M in Q3 2025.
  • 427 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on BCM Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.