Clifford Swan Investment Counsel’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $215K | Hold |
2,782
| – | – | 0.01% | 319 |
|
|
2025
Q4 | $217K | Buy |
+2,782
| New | +$218K | 0.01% | 315 |
|
|
2022
Q4 | – | Sell |
-3,222
| Closed | -$237K | – | 306 |
|
|
2022
Q3 | $237K | Sell |
3,222
-320
| -9% | -$24.8K | 0.01% | 279 |
|
|
2022
Q2 | $275K | Sell |
3,542
-174
| -5% | -$13.6K | 0.01% | 277 |
|
|
2022
Q1 | $304K | Sell |
3,716
-116
| -3% | -$9.79K | 0.01% | 278 |
|
|
2021
Q4 | $336K | Sell |
3,832
-124
| -3% | -$11K | 0.01% | 270 |
|
|
2021
Q3 | $351K | Sell |
3,956
-325
| -8% | -$29.4K | 0.01% | 269 |
|
|
2021
Q2 | $391K | Buy |
4,281
+789
| +23% | +$70.5K | 0.01% | 249 |
|
|
2021
Q1 | $310K | Hold |
3,492
| – | – | 0.01% | 268 |
|
|
2020
Q4 | $324K | Hold |
3,492
| – | – | 0.01% | 262 |
|
|
2020
Q3 | $326K | Buy |
3,492
+1,000
| +40% | +$93.7K | 0.02% | 254 |
|
|
2020
Q2 | $232K | Hold |
2,492
| – | – | 0.01% | 281 |
|
|
2020
Q1 | $223K | Hold |
2,492
| – | – | 0.01% | 270 |
|
|
2019
Q4 | $217K | Hold |
2,492
| – | – | 0.01% | 300 |
|
|
2019
Q3 | $219K | Sell |
2,492
-702
| -22% | -$61.3K | 0.01% | 288 |
|
|
2019
Q2 | $276K | Buy |
+3,194
| New | +$270K | 0.01% | 269 |
|
|
2018
Q3 | – | Sell |
-3,217
| Closed | -$260K | – | 320 |
|
|
2018
Q2 | $260K | Sell |
3,217
-14,248
| -82% | -$1.15M | 0.01% | 271 |
|
|
2018
Q1 | $1.43M | Sell |
17,465
-360
| -2% | -$29.5K | 0.08% | 139 |
|
|
2017
Q4 | $1.49M | Hold |
17,825
| – | – | 0.08% | 139 |
|
|
2017
Q3 | $1.51M | Hold |
17,825
| – | – | 0.09% | 133 |
|
|
2017
Q2 | $1.51M | Hold |
17,825
| – | – | 0.09% | 134 |
|
|
2017
Q1 | $1.49M | Sell |
17,825
-1,230
| -6% | -$102K | 0.1% | 130 |
|
|
2016
Q4 | $1.58M | Hold |
19,055
| – | – | 0.11% | 126 |
|
|
2016
Q3 | $1.67M | Sell |
19,055
-415
| -2% | -$36.4K | 0.11% | 125 |
|
|
2016
Q2 | $1.72M | Hold |
19,470
| – | – | 0.12% | 121 |
|
|
2016
Q1 | $1.68M | Hold |
19,470
| – | – | 0.11% | 124 |
|
|
2015
Q4 | $1.62M | Hold |
19,470
| – | – | 0.11% | 124 |
|
|
2015
Q3 | $1.65M | Hold |
19,470
| – | – | 0.12% | 119 |
|
|
2015
Q2 | $1.63M | Hold |
19,470
| – | – | 0.11% | 123 |
|
|
2015
Q1 | $1.68M | Hold |
19,470
| – | – | 0.11% | 119 |
|
|
2014
Q4 | $1.65M | Sell |
19,470
-450
| -2% | -$38.3K | 0.11% | 119 |
|
|
2014
Q3 | $1.68M | Hold |
19,920
| – | – | 0.11% | 112 |
|
|
2014
Q2 | $1.69M | Hold |
19,920
| – | – | 0.11% | 113 |
|
|
2014
Q1 | $1.66M | Hold |
19,920
| – | – | 0.12% | 110 |
|
|
2013
Q4 | $1.63M | Hold |
19,920
| – | – | 0.12% | 110 |
|
|
2013
Q3 | $1.66M | Buy |
19,920
+875
| +5% | +$72.5K | 0.13% | 105 |
|
|
2013
Q2 | $1.59M | Buy |
+19,045
| New | +$1.65M | 0.13% | 104 |
|
Other funds holding BIV
EWA
TLFA
Clifford Swan Investment Counsel's BIV Position: Q1 2026 in Review
Clifford Swan Investment Counsel held its Vanguard Intermediate-Term Bond ETF (BIV) position steady in Q1 2026 at 2,782 shares worth $215K. The position accounts for 0.01% of the portfolio, ranked #319.
Clifford Swan Investment Counsel first reported a position in BIV in Q2 2013 and has held it in 37 quarters since. The position peaked at $1.72M in Q2 2016. 1,008 funds tracked by Wall St. Rank hold BIV as of Q1 2026.
- Clifford Swan Investment Counsel held 2,782 shares of Vanguard Intermediate-Term Bond ETF worth $215K as of Q1 2026.
- Clifford Swan Investment Counsel left its Vanguard Intermediate-Term Bond ETF share count unchanged in Q1 2026.
- Vanguard Intermediate-Term Bond ETF made up 0.01% of Clifford Swan Investment Counsel's portfolio in Q1 2026, its #319 holding.
- Clifford Swan Investment Counsel first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2013 and has held it in 37 quarters since.
- Clifford Swan Investment Counsel's Vanguard Intermediate-Term Bond ETF position peaked at $1.72M in Q2 2016.
- 1,008 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.
Based on Clifford Swan Investment Counsel's 13F filing for Q1 2026, filed 6 May 2026.