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Cooper Financial Group’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Cooper Financial Group’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
Q3 		$2.48M Sell
34,106
-13
-0% -$977 0.2% 89
2026
Q2 		$2.62M Sell
34,119
-396
-1% -$30.4K 0.22% 85
2026
Q1 		$2.66M Sell
34,515
-490,190
-93% -$38.2M 0.27% 70
2025
Q4 		$40.9M Buy
524,705
+35,494
+7% +$2.78M 4.35% 5
2025
Q3 		$38.2M Buy
489,211
+12,535
+3% +$970K 4.23% 5
2025
Q2 		$36.9M Buy
476,676
+38,128
+9% +$2.9M 4.34% 3
2025
Q1 		$33.6M Buy
438,548
+38,199
+10% +$2.88M 4.42% 3
2024
Q4 		$29.9M Buy
400,349
+37,051
+10% +$2.82M 3.6% 5
2024
Q3 		$28.5M Buy
363,298
+22,272
+7% +$1.72M 3.7% 5
2024
Q2 		$25.5M Buy
341,026
+37,411
+12% +$2.78M 3.75% 5
2024
Q1 		$22.9M Buy
303,615
+45,733
+18% +$3.45M 3.76% 5
2023
Q4 		$19.7M Buy
257,882
+245,066
+1,912% +$17.9M 3.58% 5
2023
Q3 		$927K Sell
12,816
-1,172
-8% -$86.7K 0.22% 111
2023
Q2 		$1.05M Buy
13,988
+24
+0.2% +$1.83K 0.26% 90
2023
Q1 		$1.07M Sell
13,964
-566
-4% -$42.9K 0.29% 86
2022
Q4 		$1.08M Sell
14,530
-1,878
-11% -$139K 0.33% 74
2022
Q3 		$1.21M Buy
16,408
+2,954
+22% +$229K 0.43% 60
2022
Q2 		$1.04M Buy
+13,454
New +$1.05M 0.38% 67

Other funds holding BIV

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BS
Brighton Securities Rochester, New York $239M AUM 9.14% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
FA
FC Advisory West Chester, Pennsylvania $382M AUM 8.35% 1-Year Est. Return
CSIA
Conrad Siegel Investment Advisors Harrisburg, Pennsylvania $618M AUM 13.45% 1-Year Est. Return
GIL
Go Invest LLC West Jordan, Utah $473M AUM 9.71% 1-Year Est. Return

Cooper Financial Group's BIV Position: Q3 2026 in Review

Cooper Financial Group reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 0.04% in Q3 2026, selling an estimated $977 and leaving 34,106 shares worth $2.48M. The position accounts for 0.2% of the portfolio, ranked #89.

Cooper Financial Group first reported a position in BIV in Q2 2022 and has held it in 18 quarters since. The position peaked at $40.9M in Q4 2025. 63 funds tracked by Wall St. Rank hold BIV as of Q3 2026.

  • Cooper Financial Group held 34,106 shares of Vanguard Intermediate-Term Bond ETF worth $2.48M as of Q3 2026.
  • Cooper Financial Group sold 13 Vanguard Intermediate-Term Bond ETF shares in Q3 2026, an estimated $977.
  • Vanguard Intermediate-Term Bond ETF made up 0.2% of Cooper Financial Group's portfolio in Q3 2026, its #89 holding.
  • Cooper Financial Group first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2022 and has held it in 18 quarters since.
  • Cooper Financial Group's Vanguard Intermediate-Term Bond ETF position peaked at $40.9M in Q4 2025.
  • 63 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2026.

Based on Cooper Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.