Caldwell Sutter Capital’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Caldwell Sutter Capital’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	$6.9K	Hold	90	–	–	﹤0.01%	651
2026 Q1	$6.95K	Hold	90	–	–	﹤0.01%	600
2025 Q4	$7.01K	Hold	90	–	–	﹤0.01%	593
2025 Q3	$7.03K	Hold	90	–	–	﹤0.01%	595
2025 Q2	$6.96K	Hold	90	–	–	﹤0.01%	584
2025 Q1	$6.89K	Hold	90	–	–	﹤0.01%	589
2024 Q4	$6.73K	Hold	90	–	–	﹤0.01%	601
2024 Q3	$7.05K	Hold	90	–	–	﹤0.01%	601
2024 Q2	$6.74K	Hold	90	–	–	﹤0.01%	599
2024 Q1	$6.79K	Buy	90 +23	+34%	+$1.73K	﹤0.01%	589
2023 Q4	$5.12K	Hold	67	–	–	﹤0.01%	625
2023 Q3	$4.84K	Hold	67	–	–	﹤0.01%	607
2023 Q2	$5.04K	Buy	+67	New	+$5.1K	﹤0.01%	604

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

Caldwell Sutter Capital's BIV Position: Q2 2026 in Review

Caldwell Sutter Capital held its Vanguard Intermediate-Term Bond ETF (BIV) position steady in Q2 2026 at 90 shares worth $6.9K. The position accounts for ﹤0.01% of the portfolio, ranked #651.

Caldwell Sutter Capital first reported a position in BIV in Q2 2023 and has held it in 13 quarters since. The position peaked at $7.05K in Q3 2024. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

Caldwell Sutter Capital held 90 shares of Vanguard Intermediate-Term Bond ETF worth $6.9K as of Q2 2026.
Caldwell Sutter Capital left its Vanguard Intermediate-Term Bond ETF share count unchanged in Q2 2026.
Vanguard Intermediate-Term Bond ETF made up ﹤0.01% of Caldwell Sutter Capital's portfolio in Q2 2026, its #651 holding.
Caldwell Sutter Capital first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2023 and has held it in 13 quarters since.
Caldwell Sutter Capital's Vanguard Intermediate-Term Bond ETF position peaked at $7.05K in Q3 2024.
1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.