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Cornerstone National Bank & Trust’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Cornerstone National Bank & Trust’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 		$3.58M Buy
46,867
+26,525
+130% +$2.04M 1.21% 20
2026
Q1 		$1.56M Buy
+20,342
New +$1.58M 0.58% 40

Other funds holding BIV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
ZF
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
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Cornerstone National Bank & Trust's BIV Position: Q2 2026 in Review

Cornerstone National Bank & Trust increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 130% in Q2 2026, buying an estimated $2.04M and bringing the position to 46,867 shares worth $3.58M. The position accounts for 1.21% of the portfolio, ranked #20.

Cornerstone National Bank & Trust first reported a position in BIV in Q1 2026 and has held it in 2 quarters since. 699 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • Cornerstone National Bank & Trust held 46,867 shares of Vanguard Intermediate-Term Bond ETF worth $3.58M as of Q2 2026.
  • Cornerstone National Bank & Trust bought 26,525 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $2.04M.
  • Vanguard Intermediate-Term Bond ETF made up 1.21% of Cornerstone National Bank & Trust's portfolio in Q2 2026, its #20 holding.
  • Cornerstone National Bank & Trust first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 699 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Cornerstone National Bank & Trust's 13F filing for Q2 2026, filed 21 Jul 2026.