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CGN Advisors’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

CGN Advisors’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 		$1.21M Sell
15,819
-3,607
-19% -$277K 0.09% 172
2026
Q1 		$1.5M Sell
19,426
-198
-1% -$15.4K 0.12% 153
2025
Q4 		$1.53M Buy
19,624
+338
+2% +$26.4K 0.12% 147
2025
Q3 		$1.51M Sell
19,286
-1,108
-5% -$85.8K 0.12% 145
2025
Q2 		$1.58M Buy
20,394
+278
+1% +$21.2K 0.14% 138
2025
Q1 		$1.54M Sell
20,116
-530
-3% -$40K 0.15% 139
2024
Q4 		$1.54M Buy
20,646
+678
+3% +$51.5K 0.15% 132
2024
Q3 		$1.56M Buy
19,968
+1,488
+8% +$115K 0.16% 132
2024
Q2 		$1.38M Buy
18,480
+900
+5% +$66.9K 0.16% 134
2024
Q1 		$1.33M Sell
17,580
-1,594
-8% -$120K 0.17% 134
2023
Q4 		$1.46M Sell
19,174
-6,770
-26% -$496K 0.2% 124
2023
Q3 		$1.88M Buy
25,944
+17,597
+211% +$1.3M 0.25% 109
2023
Q2 		$628K Buy
8,347
+2,470
+42% +$188K 0.09% 162
2023
Q1 		$451K Buy
5,877
+5
+0.1% +$379 0.07% 175
2022
Q4 		$436K Buy
5,872
+10
+0.2% +$741 0.08% 173
2022
Q3 		$431K Buy
5,862
+417
+8% +$32.3K 0.11% 173
2022
Q2 		$423K Buy
5,445
+14
+0.3% +$1.1K 0.12% 165
2022
Q1 		$445K Sell
5,431
-2,493
-31% -$211K 0.11% 159
2021
Q4 		$694K Buy
7,924
+1,293
+19% +$115K 0.18% 121
2021
Q3 		$593K Sell
6,631
-1,373
-17% -$124K 0.19% 119
2021
Q2 		$720K Buy
8,004
+1,857
+30% +$166K 0.23% 96
2021
Q1 		$545K Buy
6,147
+336
+6% +$30.5K 0.2% 108
2020
Q4 		$540K Buy
+5,811
New +$541K 0.22% 104

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

CGN Advisors's BIV Position: Q2 2026 in Review

CGN Advisors reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 19% in Q2 2026, selling an estimated $277K and leaving 15,819 shares worth $1.21M. The position accounts for 0.09% of the portfolio, ranked #172.

CGN Advisors first reported a position in BIV in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.88M in Q3 2023. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • CGN Advisors held 15,819 shares of Vanguard Intermediate-Term Bond ETF worth $1.21M as of Q2 2026.
  • CGN Advisors sold 3,607 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $277K.
  • Vanguard Intermediate-Term Bond ETF made up 0.09% of CGN Advisors's portfolio in Q2 2026, its #172 holding.
  • CGN Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2020 and has held it in 23 quarters since.
  • CGN Advisors's Vanguard Intermediate-Term Bond ETF position peaked at $1.88M in Q3 2023.
  • 1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on CGN Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.