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C.M. Bidwell & Associates’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

C.M. Bidwell & Associates’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 		$3.45M Buy
44,927
+1,723
+4% +$132K 1.41% 18
2026
Q1 		$3.33M Buy
43,204
+3,880
+10% +$302K 1.56% 15
2025
Q4 		$3.06M Buy
39,324
+1,452
+4% +$114K 1.45% 16
2025
Q3 		$2.96M Buy
37,872
+60
+0.2% +$4.64K 1.42% 17
2025
Q2 		$2.92M Sell
37,812
-45
-0.1% -$3.43K 1.52% 17
2025
Q1 		$2.9M Sell
37,857
-7,947
-17% -$600K 1.74% 15
2024
Q4 		$3.42M Sell
45,804
-6,979
-13% -$531K 2.08% 12
2024
Q3 		$4.14M Buy
52,783
+30,125
+133% +$2.32M 2.53% 8
2024
Q2 		$1.7M Buy
22,658
+254
+1% +$18.9K 1.14% 21
2024
Q1 		$1.69M Buy
22,404
+13,991
+166% +$1.05M 1.15% 19
2023
Q4 		$643K Buy
8,413
+3,754
+81% +$275K 0.48% 41
2023
Q3 		$337K Sell
4,659
-63
-1% -$4.66K 0.26% 63
2023
Q2 		$355K Buy
4,722
+847
+22% +$64.5K 0.26% 65
2023
Q1 		$297K Buy
3,875
+729
+23% +$55.2K 0.23% 75
2022
Q4 		$234K Sell
3,146
-660
-17% -$48.9K 0.18% 98
2022
Q3 		$280K Sell
3,806
-713
-16% -$55.2K 0.23% 74
2022
Q2 		$351K Sell
4,519
-1,683
-27% -$132K 0.28% 57
2022
Q1 		$508K Sell
6,202
-1,951
-24% -$165K 0.33% 49
2021
Q4 		$714K Buy
8,153
+149
+2% +$13.2K 0.44% 37
2021
Q3 		$716K Sell
8,004
-698
-8% -$63.2K 0.48% 37
2021
Q2 		$783K Buy
8,702
+3,296
+61% +$294K 0.51% 34
2021
Q1 		$480K Sell
5,406
-561
-9% -$50.9K 0.35% 40
2020
Q4 		$554K Hold
5,967
– – 0.45% 36
2020
Q3 		$558K Sell
5,967
-135
-2% -$12.6K 0.51% 34
2020
Q2 		$569K Sell
6,102
-338
-5% -$30.9K 0.52% 34
2020
Q1 		$575K Buy
6,440
+35
+0.5% +$3.1K 0.61% 35
2019
Q4 		$559K Buy
6,405
+2,260
+55% +$198K 0.51% 48
2019
Q3 		$365K Buy
4,145
+1,630
+65% +$142K 0.36% 79
2019
Q2 		$218K Hold
2,515
– – 0.22% 120
2019
Q1 		$211K Sell
2,515
-90
-3% -$7.41K 0.21% 126
2018
Q4 		$212K Sell
2,605
-1,980
-43% -$159K 0.23% 117
2018
Q3 		$369K Sell
4,585
-1,050
-19% -$84.9K 0.35% 79
2018
Q2 		$456K Sell
5,635
-3,355
-37% -$271K 0.42% 66
2018
Q1 		$735K Sell
8,990
-3,620
-29% -$297K 0.67% 35
2017
Q4 		$1.06M Buy
+12,610
New +$1.06M 0.91% 22

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

C.M. Bidwell & Associates's BIV Position: Q2 2026 in Review

C.M. Bidwell & Associates increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 4% in Q2 2026, buying an estimated $132K and bringing the position to 44,927 shares worth $3.45M. The position accounts for 1.41% of the portfolio, ranked #18.

C.M. Bidwell & Associates first reported a position in BIV in Q4 2017 and has held it in 35 quarters since. The position peaked at $4.14M in Q3 2024. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • C.M. Bidwell & Associates held 44,927 shares of Vanguard Intermediate-Term Bond ETF worth $3.45M as of Q2 2026.
  • C.M. Bidwell & Associates bought 1,723 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $132K.
  • Vanguard Intermediate-Term Bond ETF made up 1.41% of C.M. Bidwell & Associates's portfolio in Q2 2026, its #18 holding.
  • C.M. Bidwell & Associates first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2017 and has held it in 35 quarters since.
  • C.M. Bidwell & Associates's Vanguard Intermediate-Term Bond ETF position peaked at $4.14M in Q3 2024.
  • 1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on C.M. Bidwell & Associates's 13F filing for Q2 2026, filed 11 Aug 2026.