Blume Capital Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Blume Capital Management’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	$107K	Sell	1,400 -1,400	-50%	-$107K	0.02%	159
2026 Q1	$216K	Sell	2,800 -259	-8%	-$20.2K	0.04%	111
2025 Q4	$238K	Buy	3,059 +853	+39%	+$66.7K	0.04%	106
2025 Q3	$172K	Hold	2,206	–	–	0.03%	120
2025 Q2	$171K	Sell	2,206 -594	-21%	-$45.2K	0.03%	121
2025 Q1	$214K	Hold	2,800	–	–	0.05%	108
2024 Q4	$209K	Hold	2,800	–	–	0.05%	110
2024 Q3	$219K	Buy	2,800 +400	+17%	+$30.8K	0.05%	105
2024 Q2	$180K	Hold	2,400	–	–	0.04%	109
2024 Q1	$181K	Hold	2,400	–	–	0.04%	104
2023 Q4	$183K	Buy	2,400 +1,100	+85%	+$80.6K	0.05%	98
2023 Q3	$94K	Buy	+1,300	New	+$96.2K	0.03%	138
2019 Q1	–	Sell	-700	Closed	-$57K	–	225
2018 Q4	$57K	Buy	+700	New	+$56K	0.03%	117

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

Blume Capital Management's BIV Position: Q2 2026 in Review

Blume Capital Management reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 50% in Q2 2026, selling an estimated $107K and leaving 1,400 shares worth $107K. The position accounts for 0.02% of the portfolio, ranked #159.

Blume Capital Management first reported a position in BIV in Q4 2018 and has held it in 13 quarters since. The position peaked at $238K in Q4 2025. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

Blume Capital Management held 1,400 shares of Vanguard Intermediate-Term Bond ETF worth $107K as of Q2 2026.
Blume Capital Management sold 1,400 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $107K.
Vanguard Intermediate-Term Bond ETF made up 0.02% of Blume Capital Management's portfolio in Q2 2026, its #159 holding.
Blume Capital Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2018 and has held it in 13 quarters since.
Blume Capital Management's Vanguard Intermediate-Term Bond ETF position peaked at $238K in Q4 2025.
1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Blume Capital Management's 13F filing for Q2 2026, filed 27 Jul 2026.