Cornerstone Wealth Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $13.9M | Buy |
181,259
+13,697
| +8% | +$1.05M | 0.6% | 37 |
|
|
2026
Q1 | $12.9M | Buy |
167,562
+14,206
| +9% | +$1.11M | 0.65% | 31 |
|
|
2025
Q4 | $11.9M | Buy |
153,356
+26,030
| +20% | +$2.04M | 0.62% | 32 |
|
|
2025
Q3 | $9.94M | Buy |
127,326
+6,524
| +5% | +$505K | 0.55% | 41 |
|
|
2025
Q2 | $9.34M | Buy |
120,802
+5,344
| +5% | +$407K | 0.57% | 38 |
|
|
2025
Q1 | $8.84M | Sell |
115,458
-1,524
| -1% | -$115K | 0.6% | 36 |
|
|
2024
Q4 | $8.74M | Buy |
116,982
+37,123
| +46% | +$2.82M | 0.59% | 35 |
|
|
2024
Q3 | $6.26M | Buy |
79,859
+3,467
| +5% | +$267K | 0.44% | 52 |
|
|
2024
Q2 | $5.72M | Buy |
76,392
+2,477
| +3% | +$184K | 0.44% | 51 |
|
|
2024
Q1 | $5.57M | Sell |
73,915
-615
| -0.8% | -$46.4K | 0.45% | 50 |
|
|
2023
Q4 | $5.69M | Sell |
74,530
-1,670
| -2% | -$122K | 0.49% | 47 |
|
|
2023
Q3 | $5.51M | Buy |
76,200
+4,199
| +6% | +$311K | 0.52% | 46 |
|
|
2023
Q2 | $5.42M | Sell |
72,001
-472
| -0.7% | -$35.9K | 0.48% | 47 |
|
|
2023
Q1 | $5.56M | Buy |
+72,473
| New | +$5.49M | 0.55% | 42 |
|
|
2022
Q3 | $5.43M | Sell |
73,899
-843
| -1% | -$65.2K | 0.6% | 35 |
|
|
2022
Q2 | $5.8M | Buy |
74,742
+102
| +0.1% | +$8K | 0.64% | 34 |
|
|
2022
Q1 | $6.11M | Sell |
74,640
-61,598
| -45% | -$5.2M | 0.59% | 35 |
|
|
2021
Q4 | $11.9M | Buy |
136,238
+4,547
| +3% | +$403K | 1.14% | 15 |
|
|
2021
Q3 | $11.8M | Buy |
131,691
+3,323
| +3% | +$301K | 1.25% | 15 |
|
|
2021
Q2 | $11.5M | Buy |
128,368
+6,043
| +5% | +$540K | 1.22% | 14 |
|
|
2021
Q1 | $10.9M | Buy |
122,325
+3,613
| +3% | +$328K | 1.28% | 13 |
|
|
2020
Q4 | $11M | Buy |
118,712
+29,897
| +34% | +$2.78M | 1.38% | 12 |
|
|
2020
Q3 | $8.3M | Buy |
88,815
+19,468
| +28% | +$1.82M | 1.23% | 16 |
|
|
2020
Q2 | $6.46M | Sell |
69,347
-2,238
| -3% | -$205K | 1.05% | 20 |
|
|
2020
Q1 | $6.39M | Sell |
71,585
-9,402
| -12% | -$834K | 1.23% | 16 |
|
|
2019
Q4 | $7.06M | Sell |
80,987
-62
| -0.1% | -$5.43K | 1.14% | 20 |
|
|
2019
Q3 | $7.13M | Buy |
81,049
+1,782
| +2% | +$156K | 1.26% | 18 |
|
|
2019
Q2 | $6.84M | Sell |
79,267
-1,577
| -2% | -$133K | 1.23% | 17 |
|
|
2019
Q1 | $14.6M | Sell |
80,844
-2,969
| -4% | -$244K | 1.77% | 9 |
|
|
2018
Q4 | $6.8M | Sell |
83,813
-7,532,038
| -99% | -$603M | 1.45% | 15 |
|
|
2018
Q3 | $90.1M | Sell |
7,615,851
-31,781
| -0.4% | -$2.57M | 1.13% | 13 |
|
|
2018
Q2 | $94.8M | Buy |
7,647,632
+7,551,393
| +7,846% | +$610M | 1.07% | 14 |
|
|
2018
Q1 | $7.86M | Buy |
96,239
+3,799
| +4% | +$312K | 1.5% | 12 |
|
|
2017
Q4 | $7.73M | Buy |
92,440
+2,295
| +3% | +$193K | 1.45% | 12 |
|
|
2017
Q3 | $7.61M | Buy |
90,145
+4,319
| +5% | +$367K | 1.58% | 10 |
|
|
2017
Q2 | $7.23M | Buy |
85,826
+8,181
| +11% | +$691K | 1.62% | 10 |
|
|
2017
Q1 | $6.52M | Buy |
77,645
+1,233
| +2% | +$103K | 1.61% | 11 |
|
|
2016
Q4 | $6.34M | Buy |
76,412
+8,708
| +13% | +$739K | 2.03% | 9 |
|
|
2016
Q3 | $5.9M | Buy |
+67,704
| New | +$5.94M | 2.18% | 10 |
|
|
2016
Q1 | $3M | Buy |
+34,710
| New | +$2.94M | 2.28% | 14 |
|
Other funds holding BIV
EWA
TLFA
Cornerstone Wealth Management's BIV Position: Q2 2026 in Review
Cornerstone Wealth Management increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 8.2% in Q2 2026, buying an estimated $1.05M and bringing the position to 181,259 shares worth $13.9M. The position accounts for 0.6% of the portfolio, ranked #37.
Cornerstone Wealth Management first reported a position in BIV in Q1 2016 and has held it in 40 quarters since. The position peaked at $94.8M in Q2 2018. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.
- Cornerstone Wealth Management held 181,259 shares of Vanguard Intermediate-Term Bond ETF worth $13.9M as of Q2 2026.
- Cornerstone Wealth Management bought 13,697 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $1.05M.
- Vanguard Intermediate-Term Bond ETF made up 0.6% of Cornerstone Wealth Management's portfolio in Q2 2026, its #37 holding.
- Cornerstone Wealth Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2016 and has held it in 40 quarters since.
- Cornerstone Wealth Management's Vanguard Intermediate-Term Bond ETF position peaked at $94.8M in Q2 2018.
- 1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.
Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.