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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
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

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Baird Financial Group
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cooper Financial Group's BIV Position: Q2 2026 in Review

Cooper Financial Group reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 1.1% in Q2 2026, selling an estimated $30.4K and leaving 34,119 shares worth $2.62M. The position accounts for 0.22% of the portfolio, ranked #85.

Cooper Financial Group first reported a position in BIV in Q2 2022 and has held it in 17 quarters since. The position peaked at $40.9M in Q4 2025. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • Cooper Financial Group held 34,119 shares of Vanguard Intermediate-Term Bond ETF worth $2.62M as of Q2 2026.
  • Cooper Financial Group sold 396 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $30.4K.
  • Vanguard Intermediate-Term Bond ETF made up 0.22% of Cooper Financial Group's portfolio in Q2 2026, its #85 holding.
  • Cooper Financial Group first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2022 and has held it in 17 quarters since.
  • Cooper Financial Group's Vanguard Intermediate-Term Bond ETF position peaked at $40.9M in Q4 2025.
  • 1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Cooper Financial Group's 13F filing for Q2 2026, filed 8 Jul 2026.