Bruce G. Allen Investments’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Bruce G. Allen Investments’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	$494K	Buy	6,434 +69	+1%	+$5.3K	0.31%	40
2026 Q1	$491K	Buy	6,365 +43	+0.7%	+$3.35K	0.32%	38
2025 Q4	$492K	Buy	6,322 +86	+1%	+$6.73K	0.33%	37
2025 Q3	$487K	Buy	6,236 +63	+1%	+$4.88K	0.35%	35
2025 Q2	$477K	Buy	6,173 +686	+13%	+$52.2K	0.36%	33
2025 Q1	$420K	Buy	5,487 +35	+0.6%	+$2.64K	0.33%	37
2024 Q4	$407K	Buy	5,452 +70	+1%	+$5.32K	0.33%	41
2024 Q3	$422K	Buy	5,382 +50	+0.9%	+$3.85K	0.33%	42
2024 Q2	$399K	Buy	5,332 +49	+0.9%	+$3.64K	0.34%	43
2024 Q1	$398K	Buy	5,283 +649	+14%	+$48.9K	0.33%	43
2023 Q4	$354K	Buy	+4,634	New	+$339K	0.32%	43

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

Bruce G. Allen Investments's BIV Position: Q2 2026 in Review

Bruce G. Allen Investments increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 1.1% in Q2 2026, buying an estimated $5.3K and bringing the position to 6,434 shares worth $494K. The position accounts for 0.31% of the portfolio, ranked #40.

Bruce G. Allen Investments first reported a position in BIV in Q4 2023 and has held it in 11 quarters since. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

Bruce G. Allen Investments held 6,434 shares of Vanguard Intermediate-Term Bond ETF worth $494K as of Q2 2026.
Bruce G. Allen Investments bought 69 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $5.3K.
Vanguard Intermediate-Term Bond ETF made up 0.31% of Bruce G. Allen Investments's portfolio in Q2 2026, its #40 holding.
Bruce G. Allen Investments first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2023 and has held it in 11 quarters since.
1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.