CFS
BIV icon

Cannon Financial Strategists’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Cannon Financial Strategists’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 		$53.4M Buy
696,561
+39,093
+6% +$3M 6.08% 5
2026
Q1 		$50.7M Buy
657,468
+60,250
+10% +$4.69M 6.67% 5
2025
Q4 		$46.5M Buy
597,218
+21,855
+4% +$1.71M 6.47% 5
2025
Q3 		$44.9M Buy
575,363
+51,970
+10% +$4.02M 6.43% 5
2025
Q2 		$40.5M Buy
523,393
+61,680
+13% +$4.7M 6.39% 5
2025
Q1 		$35.4M Buy
461,713
+32,935
+8% +$2.48M 6.07% 5
2024
Q4 		$32M Buy
428,778
+27,666
+7% +$2.1M 5.49% 5
2024
Q3 		$31.4M Sell
401,112
-11,146
-3% -$859K 5.49% 5
2024
Q2 		$30.9M Buy
412,258
+19,851
+5% +$1.48M 5.89% 5
2024
Q1 		$29.6M Buy
392,407
+7,903
+2% +$596K 5.82% 5
2023
Q4 		$29.4M Sell
384,504
-18,131
-5% -$1.33M 6.29% 5
2023
Q3 		$29.1M Sell
402,635
-51,648
-11% -$3.82M 7.41% 5
2023
Q2 		$34.2M Buy
454,283
+17,070
+4% +$1.3M 9.39% 3
2023
Q1 		$33.6M Buy
437,213
+19,394
+5% +$1.47M 11.36% 3
2022
Q4 		$31.1M Buy
417,819
+18,095
+5% +$1.34M 11.34% 3
2022
Q3 		$29.4M Buy
399,724
+1,794
+0.5% +$139K 11.55% 3
2022
Q2 		$30.9M Sell
397,930
-19,498
-5% -$1.53M 11.96% 3
2022
Q1 		$34.2M Buy
417,428
+21,530
+5% +$1.82M 12.36% 3
2021
Q4 		$34.7M Buy
395,898
+34,320
+9% +$3.04M 12.46% 3
2021
Q3 		$32.3M Buy
361,578
+14,075
+4% +$1.27M 12.52% 3
2021
Q2 		$31.3M Buy
347,503
+33,955
+11% +$3.03M 12.41% 3
2021
Q1 		$27.8M Buy
313,548
+56,177
+22% +$5.1M 11.93% 3
2020
Q4 		$23.9M Buy
257,371
+27,583
+12% +$2.57M 11.62% 3
2020
Q3 		$21.5M Buy
229,788
+25,702
+13% +$2.41M 11.82% 3
2020
Q2 		$19M Buy
204,086
+7,304
+4% +$669K 11.47% 3
2020
Q1 		$17.6M Buy
196,782
+19,886
+11% +$1.76M 13.08% 2
2019
Q4 		$15.4M Buy
176,896
+36,390
+26% +$3.19M 10.06% 3
2019
Q3 		$12.4M Buy
140,506
+20,053
+17% +$1.75M 9.47% 3
2019
Q2 		$10.4M Buy
120,453
+10,267
+9% +$867K 8.78% 5
2019
Q1 		$9.25M Buy
+110,186
New +$9.07M 8.29% 5

Other funds holding BIV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
ZF
Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Cannon Financial Strategists's BIV Position: Q2 2026 in Review

Cannon Financial Strategists increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 5.9% in Q2 2026, buying an estimated $3M and bringing the position to 696,561 shares worth $53.4M. The position accounts for 6.08% of the portfolio, ranked #5.

Cannon Financial Strategists first reported a position in BIV in Q1 2019 and has held it in 30 quarters since. 698 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • Cannon Financial Strategists held 696,561 shares of Vanguard Intermediate-Term Bond ETF worth $53.4M as of Q2 2026.
  • Cannon Financial Strategists bought 39,093 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $3M.
  • Vanguard Intermediate-Term Bond ETF made up 6.08% of Cannon Financial Strategists's portfolio in Q2 2026, its #5 holding.
  • Cannon Financial Strategists first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2019 and has held it in 30 quarters since.
  • 698 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Cannon Financial Strategists's 13F filing for Q2 2026, filed 7 Aug 2026.