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

Conrad Siegel 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	$12.9M	Buy	168,117 +5,763	+4%	+$442K	2.1%	13
2026 Q1	$12.5M	Sell	162,354 -1,951	-1%	-$152K	2.26%	11
2025 Q4	$12.8M	Buy	164,305 +77,202	+89%	+$6.04M	2.43%	10
2025 Q3	$6.8M	Buy	87,103 +4,831	+6%	+$374K	1.43%	11
2025 Q2	$6.36M	Buy	82,272 +59,461	+261%	+$4.53M	1.43%	11
2025 Q1	$1.75M	Buy	+22,811	New	+$1.72M	0.45%	17
2022 Q2	–	Sell	-135	Closed	-$11K	–	30
2022 Q1	$11K	Buy	+135	New	+$11.4K	0.01%	42

Other funds holding BIV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

TLFA

True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return

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

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

BCM Advisors Lafayette, Louisiana $514M AUM 20.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Conrad Siegel Investment Advisors's BIV Position: Q2 2026 in Review

Conrad Siegel Investment Advisors increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 3.5% in Q2 2026, buying an estimated $442K and bringing the position to 168,117 shares worth $12.9M. The position accounts for 2.1% of the portfolio, ranked #13.

Conrad Siegel Investment Advisors first reported a position in BIV in Q1 2022 and has held it in 7 quarters since. 557 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

Conrad Siegel Investment Advisors held 168,117 shares of Vanguard Intermediate-Term Bond ETF worth $12.9M as of Q2 2026.
Conrad Siegel Investment Advisors bought 5,763 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $442K.
Vanguard Intermediate-Term Bond ETF made up 2.1% of Conrad Siegel Investment Advisors's portfolio in Q2 2026, its #13 holding.
Conrad Siegel Investment Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2022 and has held it in 7 quarters since.
557 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Conrad Siegel Investment Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.