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

CGC Financial Services’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 		$1.71M Sell
22,341
-2,149
-9% -$165K 0.39% 20
2026
Q1 		$1.89M Buy
24,490
+3,514
+17% +$274K 0.55% 14
2025
Q4 		$1.63M Buy
20,976
+4,964
+31% +$388K 0.44% 17
2025
Q3 		$1.25M Buy
16,012
+1,966
+14% +$152K 0.34% 18
2025
Q2 		$1.09M Sell
14,046
-1,184
-8% -$90.2K 0.37% 16
2025
Q1 		$1.17M Sell
15,230
-635
-4% -$47.9K 0.46% 13
2024
Q4 		$1.19M Sell
15,865
-2,038
-11% -$155K 0.47% 13
2024
Q3 		$1.4M Buy
17,903
+935
+6% +$72.1K 0.56% 12
2024
Q2 		$1.27M Buy
16,968
+1,241
+8% +$92.2K 0.55% 12
2024
Q1 		$1.19M Buy
15,727
+2,469
+19% +$186K 0.62% 10
2023
Q4 		$1.01M Sell
13,258
-862
-6% -$63.1K 0.46% 18
2023
Q3 		$1.02M Buy
14,120
+146
+1% +$10.8K 0.71% 10
2023
Q2 		$1.05M Buy
+13,974
New +$1.06M 0.68% 12

Other funds holding BIV

RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SCA
Scott Capital Advisors Portland, Oregon $639M AUM 14.51% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $587M AUM 27.44% 1-Year Est. Return
LA
LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return
FPTW
Franklin, Parlapiano, Turner & Welch Houston, Texas $442M AUM 14.73% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
BS
Brighton Securities Rochester, New York $233M AUM 15.96% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

CGC Financial Services's BIV Position: Q2 2026 in Review

CGC Financial Services reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 8.8% in Q2 2026, selling an estimated $165K and leaving 22,341 shares worth $1.71M. The position accounts for 0.39% of the portfolio, ranked #20.

CGC Financial Services first reported a position in BIV in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.89M in Q1 2026. 191 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • CGC Financial Services held 22,341 shares of Vanguard Intermediate-Term Bond ETF worth $1.71M as of Q2 2026.
  • CGC Financial Services sold 2,149 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $165K.
  • Vanguard Intermediate-Term Bond ETF made up 0.39% of CGC Financial Services's portfolio in Q2 2026, its #20 holding.
  • CGC Financial Services first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2023 and has held it in 13 quarters since.
  • CGC Financial Services's Vanguard Intermediate-Term Bond ETF position peaked at $1.89M in Q1 2026.
  • 191 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on CGC Financial Services's 13F filing for Q2 2026, filed 13 Jul 2026.