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Bleakley Financial Group’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Bleakley Financial Group’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 		$1.45M Buy
18,899
+4,944
+35% +$380K 0.02% 563
2026
Q1 		$1.08M Buy
13,955
+2,775
+25% +$216K 0.02% 512
2025
Q4 		$871K Sell
11,180
-204
-2% -$16K 0.02% 505
2025
Q3 		$889K Sell
11,384
-3,681
-24% -$285K 0.02% 442
2025
Q2 		$1.17M Sell
15,065
-7,825
-34% -$596K 0.03% 371
2025
Q1 		$1.75M Buy
22,890
+5,019
+28% +$379K 0.06% 258
2024
Q4 		$1.34M Buy
17,871
+868
+5% +$66K 0.04% 342
2024
Q3 		$1.33M Buy
17,003
+189
+1% +$14.6K 0.04% 337
2024
Q2 		$1.26M Sell
16,814
-1,923
-10% -$143K 0.04% 370
2024
Q1 		$1.41M Sell
18,737
-10,030
-35% -$756K 0.04% 358
2023
Q4 		$2.2M Buy
28,767
+19,450
+209% +$1.42M 0.07% 262
2023
Q3 		$674K Sell
9,317
-31,968
-77% -$2.36M 0.02% 482
2023
Q2 		$3.11M Buy
41,285
+32,533
+372% +$2.48M 0.1% 189
2023
Q1 		$672K Sell
8,752
-211
-2% -$16K 0.02% 495
2022
Q4 		$666K Buy
+8,963
New +$664K 0.02% 469

Other funds holding BIV

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Baird Financial Group
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bleakley Financial Group's BIV Position: Q2 2026 in Review

Bleakley Financial Group increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 35% in Q2 2026, buying an estimated $380K and bringing the position to 18,899 shares worth $1.45M. The position accounts for 0.02% of the portfolio, ranked #563.

Bleakley Financial Group first reported a position in BIV in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.11M in Q2 2023. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • Bleakley Financial Group held 18,899 shares of Vanguard Intermediate-Term Bond ETF worth $1.45M as of Q2 2026.
  • Bleakley Financial Group bought 4,944 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $380K.
  • Vanguard Intermediate-Term Bond ETF made up 0.02% of Bleakley Financial Group's portfolio in Q2 2026, its #563 holding.
  • Bleakley Financial Group first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • Bleakley Financial Group's Vanguard Intermediate-Term Bond ETF position peaked at $3.11M in Q2 2023.
  • 1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Bleakley Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.