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Calton & Associates’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Calton & 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 		– Sell
-11,532
Closed -$890K – 426
2026
Q1 		$890K Sell
11,532
-3,790
-25% -$295K 0.13% 149
2025
Q4 		$1.19M Buy
15,322
+1,540
+11% +$120K 0.18% 114
2025
Q3 		$1.08M Buy
13,782
+1,454
+12% +$113K 0.16% 116
2025
Q2 		$953K Buy
12,328
+5,685
+86% +$433K 0.16% 115
2025
Q1 		$509K Buy
+6,643
New +$501K 0.12% 168
2024
Q1 		– Sell
-12,982
Closed -$992K – 196
2023
Q4 		$992K Buy
+12,982
New +$951K 0.4% 59
2023
Q3 		– Sell
-13,261
Closed -$998K – 119
2023
Q2 		$998K Buy
13,261
+537
+4% +$40.9K 0.47% 59
2023
Q1 		$976K Sell
12,724
-1,123
-8% -$85.1K 0.45% 61
2022
Q4 		$1.03M Sell
13,847
-613
-4% -$45.4K 0.4% 58
2022
Q3 		$1.06M Sell
14,460
-81
-0.6% -$6.27K 0.61% 44
2022
Q2 		$1.13M Sell
14,541
-1,428
-9% -$112K 0.63% 40
2022
Q1 		$1.31M Buy
15,969
+635
+4% +$53.6K 0.39% 65
2021
Q4 		$1.34M Buy
15,334
+1,241
+9% +$110K 0.36% 65
2021
Q3 		$1.26M Buy
14,093
+1,218
+9% +$110K 0.28% 91
2021
Q2 		$1.16M Buy
12,875
+1,050
+9% +$93.8K 0.22% 94
2021
Q1 		$1.05M Buy
11,825
+689
+6% +$62.6K 0.2% 95
2020
Q4 		$1.03M Sell
11,136
-33
-0.3% -$3.07K 0.18% 98
2020
Q3 		$1.04M Buy
11,169
+423
+4% +$39.6K 0.21% 84
2020
Q2 		$1M Buy
10,746
+1,043
+11% +$95.5K 0.22% 84
2020
Q1 		$867K Buy
9,703
+33
+0.3% +$2.93K 0.21% 89
2019
Q4 		$843K Buy
9,670
+6,619
+217% +$580K 0.17% 111
2019
Q3 		$269K Buy
+3,051
New +$267K 0.06% 264
2018
Q1 		– Sell
-1,619
Closed -$134K – 440
2017
Q4 		$134K Buy
+1,619
New +$136K 0.03% 421

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

Calton & Associates's BIV Position: Q2 2026 in Review

Calton & Associates sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q2 2026, closing a stake of 11,532 shares — an estimated $890K sold.

Calton & Associates first reported a position in BIV in Q4 2017 and held it in 23 quarters. The position peaked at $1.34M in Q4 2021. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • Calton & Associates reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Calton & Associates sold 11,532 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $890K.
  • Calton & Associates first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2017 and held it in 23 quarters.
  • Calton & Associates's Vanguard Intermediate-Term Bond ETF position peaked at $1.34M in Q4 2021.
  • 1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Calton & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.