Courage Miller Partners’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Courage Miller Partners’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	$942K	Buy	12,286 +67	+0.5%	+$5.14K	0.25%	42
2026 Q1	$943K	Sell	12,219 -16	-0.1%	-$1.25K	0.27%	44
2025 Q4	$953K	Sell	12,235 -21	-0.2%	-$1.64K	0.29%	39
2025 Q3	$957K	Buy	12,256 +54	+0.4%	+$4.18K	0.29%	39
2025 Q2	$944K	Sell	12,202 -111	-0.9%	-$8.45K	0.3%	39
2025 Q1	$943K	Buy	12,313 +2	+0%	+$151	0.32%	38
2024 Q4	$920K	Sell	12,311 -28	-0.2%	-$2.13K	0.32%	40
2024 Q3	$967K	Hold	12,339	–	–	0.33%	40
2024 Q2	$924K	Sell	12,339 -1,161	-9%	-$86.3K	0.33%	39
2024 Q1	$1.02M	Buy	13,500 +244	+2%	+$18.4K	0.35%	40
2023 Q4	$1.01M	Buy	+13,256	New	+$971K	0.38%	37

Other funds holding BIV

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

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

BCM Advisors Lafayette, Louisiana $514M AUM 20.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

DWS

Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 20.96% 1-Year Est. Return

Courage Miller Partners's BIV Position: Q2 2026 in Review

Courage Miller Partners increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 0.55% in Q2 2026, buying an estimated $5.14K and bringing the position to 12,286 shares worth $942K. The position accounts for 0.25% of the portfolio, ranked #42.

Courage Miller Partners first reported a position in BIV in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.02M in Q1 2024. 482 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

Courage Miller Partners held 12,286 shares of Vanguard Intermediate-Term Bond ETF worth $942K as of Q2 2026.
Courage Miller Partners bought 67 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $5.14K.
Vanguard Intermediate-Term Bond ETF made up 0.25% of Courage Miller Partners's portfolio in Q2 2026, its #42 holding.
Courage Miller Partners first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2023 and has held it in 11 quarters since.
Courage Miller Partners's Vanguard Intermediate-Term Bond ETF position peaked at $1.02M in Q1 2024.
482 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Courage Miller Partners's 13F filing for Q2 2026, filed 23 Jul 2026.