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Christine Messmer PC’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Christine Messmer PC’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 		$29.9M Buy
389,276
+81,459
+26% +$6.25M 16.82% 1
2026
Q1 		$23.8M Buy
307,817
+74,127
+32% +$5.77M 15.19% 1
2025
Q4 		$18.2M Buy
+233,690
New +$18.3M 11.87% 1

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

Christine Messmer PC's BIV Position: Q2 2026 in Review

Christine Messmer PC increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 26% in Q2 2026, buying an estimated $6.25M and bringing the position to 389,276 shares worth $29.9M. The position accounts for 16.82% of the portfolio, ranked #1.

Christine Messmer PC first reported a position in BIV in Q4 2025 and has held it in 3 quarters since. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • Christine Messmer PC held 389,276 shares of Vanguard Intermediate-Term Bond ETF worth $29.9M as of Q2 2026.
  • Christine Messmer PC bought 81,459 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $6.25M.
  • Vanguard Intermediate-Term Bond ETF made up 16.82% of Christine Messmer PC's portfolio in Q2 2026, its #1 holding.
  • Christine Messmer PC first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Christine Messmer PC's 13F filing for Q2 2026, filed 23 Jul 2026.