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Carmel Capital Partners’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Carmel Capital Partners’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 		$884K Buy
11,523
+16
+0.1% +$1.23K 0.29% 63
2026
Q1 		$888K Buy
11,507
+37
+0.3% +$2.88K 0.32% 69
2025
Q4 		$893K Sell
11,470
-169
-1% -$13.2K 0.31% 70
2025
Q3 		$909K Sell
11,639
-51
-0.4% -$3.95K 0.38% 62
2025
Q2 		$904K Buy
+11,690
New +$890K 0.32% 69

Other funds holding BIV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 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
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
BA
BCM Advisors Lafayette, Louisiana $514M AUM 20.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Carmel Capital Partners's BIV Position: Q2 2026 in Review

Carmel Capital Partners increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 0.14% in Q2 2026, buying an estimated $1.23K and bringing the position to 11,523 shares worth $884K. The position accounts for 0.29% of the portfolio, ranked #63.

Carmel Capital Partners first reported a position in BIV in Q2 2025 and has held it in 5 quarters since. The position peaked at $909K in Q3 2025. 568 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • Carmel Capital Partners held 11,523 shares of Vanguard Intermediate-Term Bond ETF worth $884K as of Q2 2026.
  • Carmel Capital Partners bought 16 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $1.23K.
  • Vanguard Intermediate-Term Bond ETF made up 0.29% of Carmel Capital Partners's portfolio in Q2 2026, its #63 holding.
  • Carmel Capital Partners first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • Carmel Capital Partners's Vanguard Intermediate-Term Bond ETF position peaked at $909K in Q3 2025.
  • 568 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Carmel Capital Partners's 13F filing for Q2 2026, filed 30 Jul 2026.