Concurrent Investment Advisors’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Concurrent Investment Advisors’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	$5.69M	Buy	74,183 +2,370	+3%	+$182K	0.05%	401
2026 Q1	$5.54M	Buy	71,813 +4,642	+7%	+$361K	0.06%	340
2025 Q4	$5.23M	Buy	67,171 +4,539	+7%	+$355K	0.06%	319
2025 Q3	$4.89M	Sell	62,632 -374	-0.6%	-$29K	0.08%	246
2025 Q2	$4.87M	Buy	63,006 +10,195	+19%	+$776K	0.09%	228
2025 Q1	$4.04M	Buy	52,811 +8,601	+19%	+$649K	0.1%	225
2024 Q4	$3.3M	Sell	44,210 -1,688	-4%	-$128K	0.09%	225
2024 Q3	$3.6M	Buy	45,898 +548	+1%	+$42.3K	0.11%	202
2024 Q2	$3.4M	Buy	45,350 +3,035	+7%	+$226K	0.11%	186
2024 Q1	$3.19M	Buy	42,315 +6,582	+18%	+$496K	0.13%	173
2023 Q4	$2.73M	Buy	+35,733	New	+$2.62M	0.13%	171

Other funds holding BIV

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Concurrent Investment Advisors's BIV Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 3.3% in Q2 2026, buying an estimated $182K and bringing the position to 74,183 shares worth $5.69M. The position accounts for 0.05% of the portfolio, ranked #401.

Concurrent Investment Advisors first reported a position in BIV in Q4 2023 and has held it in 11 quarters since. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

Concurrent Investment Advisors held 74,183 shares of Vanguard Intermediate-Term Bond ETF worth $5.69M as of Q2 2026.
Concurrent Investment Advisors bought 2,370 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $182K.
Vanguard Intermediate-Term Bond ETF made up 0.05% of Concurrent Investment Advisors's portfolio in Q2 2026, its #401 holding.
Concurrent Investment Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2023 and has held it in 11 quarters since.
1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.