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Country Club Bank’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Country Club Bank’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
2025
Q3 		$916K Sell
11,733
-600
-5% -$46.5K 0.05% 220
2025
Q2 		$951K Sell
12,333
-284
-2% -$21.6K 0.06% 215
2025
Q1 		$964K Buy
12,617
+32
+0.3% +$2.41K 0.06% 207
2024
Q4 		$942K Sell
12,585
-242
-2% -$18.4K 0.06% 206
2024
Q3 		$1.01M Sell
12,827
-1,015
-7% -$78.3K 0.07% 205
2024
Q2 		$1.04M Sell
13,842
-966
-7% -$71.8K 0.07% 192
2024
Q1 		$1.12M Sell
14,808
-973
-6% -$73.3K 0.08% 192
2023
Q4 		$1.21M Sell
15,781
-1,187
-7% -$86.9K 0.09% 175
2023
Q3 		$1.23M Buy
16,968
+39
+0.2% +$2.88K 0.1% 162
2023
Q2 		$1.27M Sell
16,929
-1,419
-8% -$108K 0.1% 159
2023
Q1 		$1.4M Sell
18,348
-8,257
-31% -$625K 0.12% 145
2022
Q4 		$1.98M Buy
26,605
+2,678
+11% +$198K 0.17% 121
2022
Q3 		$1.76M Buy
23,927
+247
+1% +$19.1K 0.17% 125
2022
Q2 		$1.83M Buy
23,680
+17,100
+260% +$1.34M 0.17% 125
2022
Q1 		$539K Buy
+6,580
New +$556K 0.05% 185

Other funds holding BIV

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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 $162B AUM 16.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Country Club Bank's BIV Position: Q3 2025 in Review

Country Club Bank reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 4.9% in Q3 2025, selling an estimated $46.5K and leaving 11,733 shares worth $916K. The position accounts for 0.05% of the portfolio, ranked #220.

Country Club Bank first reported a position in BIV in Q1 2022 and has held it in 15 quarters since. The position peaked at $1.98M in Q4 2022. 925 funds tracked by Wall St. Rank hold BIV as of Q3 2025.

  • Country Club Bank held 11,733 shares of Vanguard Intermediate-Term Bond ETF worth $916K as of Q3 2025.
  • Country Club Bank sold 600 Vanguard Intermediate-Term Bond ETF shares in Q3 2025, an estimated $46.5K.
  • Vanguard Intermediate-Term Bond ETF made up 0.05% of Country Club Bank's portfolio in Q3 2025, its #220 holding.
  • Country Club Bank first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2022 and has held it in 15 quarters since.
  • Country Club Bank's Vanguard Intermediate-Term Bond ETF position peaked at $1.98M in Q4 2022.
  • 925 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2025.

Based on Country Club Bank's 13F filing for Q3 2025, filed 8 Oct 2025.