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City State Bank’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

City State Bank’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 		$14.4M Buy
188,143
+2,932
+2% +$225K 3.31% 4
2026
Q1 		$14.3M Buy
185,211
+11,154
+6% +$868K 3.71% 3
2025
Q4 		$13.6M Buy
174,057
+3,522
+2% +$275K 3.71% 2
2025
Q3 		$13.3M Buy
170,535
+14,284
+9% +$1.11M 3.85% 2
2025
Q2 		$12.1M Sell
156,251
-2,809
-2% -$214K 3.79% 1
2025
Q1 		$12.2M Buy
159,060
+15,215
+11% +$1.15M 4.01% 2
2024
Q4 		$10.7M Buy
143,845
+12,563
+10% +$955K 3.79% 2
2024
Q3 		$10.3M Buy
131,282
+24,201
+23% +$1.87M 3.75% 2
2024
Q2 		$8.02M Buy
107,081
+20,312
+23% +$1.51M 3.27% 2
2024
Q1 		$6.54M Buy
86,769
+12,690
+17% +$956K 2.89% 2
2023
Q4 		$5.66M Buy
74,079
+45,594
+160% +$3.34M 2.84% 2
2023
Q3 		$2.06M Buy
28,485
+7,917
+38% +$586K 1.14% 20
2023
Q2 		$1.55M Buy
20,568
+2,035
+11% +$155K 0.83% 30
2023
Q1 		$1.42M Buy
18,533
+5,688
+44% +$431K 0.81% 29
2022
Q4 		$955K Buy
12,845
+11,720
+1,042% +$868K 0.59% 46
2022
Q3 		$83K Buy
1,125
+1,050
+1,400% +$81.2K 0.06% 216
2022
Q2 		$6K Hold
75
– – ﹤0.01% 503
2022
Q1 		$6K Hold
75
– – ﹤0.01% 527
2021
Q4 		$7K Buy
+75
New +$6.65K ﹤0.01% 507

Other funds holding BIV

ZF
Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
BA
BCM Advisors Lafayette, Louisiana $514M AUM 20.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DWS
Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 20.96% 1-Year Est. Return

City State Bank's BIV Position: Q2 2026 in Review

City State Bank increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 1.6% in Q2 2026, buying an estimated $225K and bringing the position to 188,143 shares worth $14.4M. The position accounts for 3.31% of the portfolio, ranked #4.

City State Bank first reported a position in BIV in Q4 2021 and has held it in 19 quarters since. 480 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • City State Bank held 188,143 shares of Vanguard Intermediate-Term Bond ETF worth $14.4M as of Q2 2026.
  • City State Bank bought 2,932 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $225K.
  • Vanguard Intermediate-Term Bond ETF made up 3.31% of City State Bank's portfolio in Q2 2026, its #4 holding.
  • City State Bank first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • 480 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on City State Bank's 13F filing for Q2 2026, filed 14 Jul 2026.