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

Cerity 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 		$97.9M Buy
1,276,358
+67,676
+6% +$5.2M 0.12% 159
2026
Q1 		$93.3M Buy
1,208,682
+95,831
+9% +$7.46M 0.13% 148
2025
Q4 		$86.7M Buy
1,112,851
+202,499
+22% +$15.8M 0.13% 154
2025
Q3 		$71.1M Buy
910,352
+74,500
+9% +$5.77M 0.12% 160
2025
Q2 		$64.6M Buy
835,852
+42,736
+5% +$3.25M 0.12% 167
2025
Q1 		$60.7M Buy
793,116
+76,370
+11% +$5.76M 0.12% 165
2024
Q4 		$53.6M Buy
716,746
+126,041
+21% +$9.58M 0.12% 161
2024
Q3 		$46.3M Buy
590,705
+64,985
+12% +$5.01M 0.1% 179
2024
Q2 		$39.4M Buy
525,720
+39,115
+8% +$2.91M 0.1% 183
2024
Q1 		$36.3M Buy
486,605
+83,112
+21% +$6.26M 0.1% 197
2023
Q4 		$30.8M Buy
403,493
+216,302
+116% +$15.8M 0.1% 187
2023
Q3 		$13.5M Buy
187,191
+92,321
+97% +$6.83M 0.07% 248
2023
Q2 		$7.14M Sell
94,870
-257
-0.3% -$19.6K 0.03% 417
2023
Q1 		$7.3M Buy
95,127
+21,361
+29% +$1.62M 0.02% 417
2022
Q4 		$5.48M Buy
73,766
+21,300
+41% +$1.58M 0.04% 343
2022
Q3 		$3.85M Buy
52,466
+1,629
+3% +$126K 0.05% 276
2022
Q2 		$3.95M Sell
50,837
-1,228
-2% -$96.3K 0.04% 291
2022
Q1 		$4.26M Buy
52,065
+515
+1% +$43.5K 0.07% 212
2021
Q4 		$4.52M Buy
51,550
+12,590
+32% +$1.12M 0.07% 214
2021
Q3 		$3.48M Buy
38,960
+11,279
+41% +$1.02M 0.08% 196
2021
Q2 		$2.49M Buy
27,681
+3,426
+14% +$306K 0.05% 235
2021
Q1 		$2.15M Buy
24,255
+2,727
+13% +$248K 0.05% 241
2020
Q4 		$2M Buy
+21,528
New +$2M 0.06% 214

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Cerity Partners's BIV Position: Q2 2026 in Review

Cerity Partners increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 5.6% in Q2 2026, buying an estimated $5.2M and bringing the position to 1,276,358 shares worth $97.9M. The position accounts for 0.12% of the portfolio, ranked #159.

Cerity Partners first reported a position in BIV in Q4 2020 and has held it in 23 quarters since. 960 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • Cerity Partners held 1,276,358 shares of Vanguard Intermediate-Term Bond ETF worth $97.9M as of Q2 2026.
  • Cerity Partners bought 67,676 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $5.2M.
  • Vanguard Intermediate-Term Bond ETF made up 0.12% of Cerity Partners's portfolio in Q2 2026, its #159 holding.
  • Cerity Partners first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2020 and has held it in 23 quarters since.
  • 960 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.