Clark Asset Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Clark Asset Management’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	$21.5M	Buy	280,084 +24,528	+10%	+$1.88M	1.69%	15
2026 Q1	$19.7M	Buy	255,556 +22,359	+10%	+$1.74M	1.85%	14
2025 Q4	$18.2M	Buy	233,197 +27,159	+13%	+$2.12M	1.89%	13
2025 Q3	$16.1M	Buy	206,038 +16,849	+9%	+$1.3M	1.87%	14
2025 Q2	$14.6M	Buy	189,189 +12,691	+7%	+$967K	1.99%	13
2025 Q1	$13.5M	Buy	176,498 +13,792	+8%	+$1.04M	2.27%	11
2024 Q4	$12.2M	Buy	162,706 +21,263	+15%	+$1.62M	2.27%	10
2024 Q3	$11.1M	Buy	141,443 +23,598	+20%	+$1.82M	2.38%	10
2024 Q2	$8.83M	Buy	117,845 +6,634	+6%	+$493K	2.44%	12
2024 Q1	$8.39M	Buy	111,211 +9,397	+9%	+$708K	2.58%	12
2023 Q4	$7.78M	Buy	101,814 +11,857	+13%	+$868K	2.84%	11
2023 Q3	$6.5M	Buy	89,957 +27,814	+45%	+$2.06M	2.8%	11
2023 Q2	$4.67M	Buy	62,143 +10,359	+20%	+$789K	2.19%	13
2023 Q1	$3.97M	Buy	51,784 +4,919	+10%	+$373K	2.38%	12
2022 Q4	$3.48M	Buy	+46,865	New	+$3.47M	2.5%	12

Other funds holding BIV

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

Scott Capital Advisors Portland, Oregon $639M AUM 14.51% 1-Year Est. Return

MFA Wealth Advisors Pittsburgh, Pennsylvania $587M AUM 27.44% 1-Year Est. Return

LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return

Franklin, Parlapiano, Turner & Welch Houston, Texas $442M AUM 14.73% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Brighton Securities Rochester, New York $233M AUM 15.96% 1-Year Est. Return

Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return