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

Carter Financial’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 		$329K Hold
4,294
– – 0.25% 23
2026
Q1 		$331K Hold
4,294
– – 0.29% 20
2025
Q4 		$334K Buy
+4,294
New +$336K 0.3% 18

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

Carter Financial's BIV Position: Q2 2026 in Review

Carter Financial held its Vanguard Intermediate-Term Bond ETF (BIV) position steady in Q2 2026 at 4,294 shares worth $329K. The position accounts for 0.25% of the portfolio, ranked #23.

Carter Financial first reported a position in BIV in Q4 2025 and has held it in 3 quarters since. The position peaked at $334K in Q4 2025. 1,014 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • Carter Financial held 4,294 shares of Vanguard Intermediate-Term Bond ETF worth $329K as of Q2 2026.
  • Carter Financial left its Vanguard Intermediate-Term Bond ETF share count unchanged in Q2 2026.
  • Vanguard Intermediate-Term Bond ETF made up 0.25% of Carter Financial's portfolio in Q2 2026, its #23 holding.
  • Carter Financial first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Carter Financial's Vanguard Intermediate-Term Bond ETF position peaked at $334K in Q4 2025.
  • 1,014 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Carter Financial's 13F filing for Q2 2026, filed 13 Aug 2026.