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Choreo LLC’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Choreo LLC’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 		$966K Sell
12,598
-2,601
-17% -$200K 0.01% 659
2026
Q1 		$1.17M Buy
15,199
+65
+0.4% +$5.06K 0.01% 557
2025
Q4 		$1.18M Sell
15,134
-161
-1% -$12.6K 0.02% 537
2025
Q3 		$1.19M Sell
15,295
-42
-0.3% -$3.25K 0.02% 531
2025
Q2 		$1.19M Buy
15,337
+7,584
+98% +$578K 0.02% 524
2025
Q1 		$594K Buy
7,753
+1,677
+28% +$127K 0.01% 748
2024
Q4 		$455K Buy
6,076
+182
+3% +$13.8K 0.01% 954
2024
Q3 		$463K Sell
5,894
-323
-5% -$24.9K 0.01% 952
2024
Q2 		$462K Buy
+6,217
New +$462K 0.01% 844
2018
Q2 		– Sell
-3,103
Closed -$254K – 238
2018
Q1 		$254K Sell
3,103
-29
-0.9% -$2.38K 0.03% 239
2017
Q4 		$263K Buy
3,132
+146
+5% +$12.3K 0.03% 240
2017
Q3 		$253K Buy
2,986
+103
+4% +$8.75K 0.03% 238
2017
Q2 		$244K Sell
2,883
-816
-22% -$69K 0.03% 234
2017
Q1 		$309K Buy
+3,699
New +$308K 0.04% 199

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

Choreo LLC's BIV Position: Q2 2026 in Review

Choreo LLC reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 17% in Q2 2026, selling an estimated $200K and leaving 12,598 shares worth $966K. The position accounts for 0.01% of the portfolio, ranked #659.

Choreo LLC first reported a position in BIV in Q1 2017 and has held it in 14 quarters since. The position peaked at $1.19M in Q3 2025. 1,020 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • Choreo LLC held 12,598 shares of Vanguard Intermediate-Term Bond ETF worth $966K as of Q2 2026.
  • Choreo LLC sold 2,601 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $200K.
  • Vanguard Intermediate-Term Bond ETF made up 0.01% of Choreo LLC's portfolio in Q2 2026, its #659 holding.
  • Choreo LLC first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2017 and has held it in 14 quarters since.
  • Choreo LLC's Vanguard Intermediate-Term Bond ETF position peaked at $1.19M in Q3 2025.
  • 1,020 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Choreo LLC's 13F filing for Q2 2026, filed 4 Aug 2026.