Creative Financial Designs’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
$680K Buy
8,866
+260
+3% +$20K 0.03% 344
2026
Q1
$664K Buy
8,606
+259
+3% +$20.2K 0.04% 291
2025
Q4
$650K Buy
8,347
+621
+8% +$48.6K 0.04% 294
2025
Q3
$603K Buy
7,726
+1,321
+21% +$102K 0.04% 302
2025
Q2
$495K Sell
6,405
-2,012
-24% -$153K 0.04% 322
2025
Q1
$644K Sell
8,417
-249
-3% -$18.8K 0.05% 253
2024
Q4
$648K Sell
8,666
-183
-2% -$13.9K 0.05% 253
2024
Q3
$693K Sell
8,849
-149,915
-94% -$11.6M 0.06% 241
2024
Q2
$11.9M Buy
158,764
+6,186
+4% +$460K 1.06% 20
2024
Q1
$11.5M Buy
152,578
+1,897
+1% +$143K 1.09% 20
2023
Q4
$11.5M Buy
150,681
+2,828
+2% +$207K 1.17% 18
2023
Q3
$10.7M Buy
147,853
+7,091
+5% +$525K 1.25% 18
2023
Q2
$10.6M Buy
140,762
+96,590
+219% +$7.36M 1.25% 19
2023
Q1
$3.39M Buy
44,172
+2,527
+6% +$191K 0.44% 56
2022
Q4
$3.1M Buy
41,645
+37,533
+913% +$2.78M 0.46% 49
2022
Q3
$302K Hold
4,112
0.05% 240
2022
Q2
$319K Sell
4,112
-79,469
-95% -$6.23M 0.05% 235
2022
Q1
$6.84M Buy
83,581
+4,406
+6% +$372K 1.04% 24
2021
Q4
$6.94M Buy
79,175
+7,771
+11% +$689K 1.05% 24
2021
Q3
$6.39M Sell
71,404
-74,963
-51% -$6.79M 1.06% 24
2021
Q2
$13.2M Sell
146,367
-83,073
-36% -$7.42M 2.28% 4
2021
Q1
$20.4M Buy
229,440
+36,949
+19% +$3.36M 3.98% 2
2020
Q4
$17.9M Buy
192,491
+11,859
+7% +$1.1M 3.82% 2
2020
Q3
$16.9M Buy
180,632
+40,352
+29% +$3.78M 4.17% 1
2020
Q2
$13.1M Buy
140,280
+14,673
+12% +$1.34M 3.96% 3
2020
Q1
$11.2M Buy
125,607
+64,593
+106% +$5.73M 5.77% 2
2019
Q4
$5.33M Buy
61,014
+59,783
+4,856% +$5.23M 2.38% 10
2019
Q3
$109K Buy
1,231
+3
+0.2% +$262 0.06% 172
2019
Q2
$106K Buy
1,228
+5
+0.4% +$422 0.06% 173
2019
Q1
$103K Sell
1,223
-14
-1% -$1.15K 0.06% 163
2018
Q4
$101K Sell
1,237
-1,260
-50% -$101K 0.07% 144
2018
Q3
$201K Sell
2,497
-12
-0.5% -$970 0.12% 121
2018
Q2
$203K Buy
2,509
+642
+34% +$51.9K 0.12% 122
2018
Q1
$153K Hold
1,867
0.1% 132
2017
Q4
$157K Sell
1,867
-972
-34% -$81.9K 0.11% 134
2017
Q3
$240K Hold
2,839
0.14% 124
2017
Q2
$240K Buy
2,839
+966
+52% +$81.6K 0.15% 120
2017
Q1
$157K Buy
1,873
+137
+8% +$11.4K 0.11% 146
2016
Q4
$144K Buy
+1,736
New +$147K 0.12% 137

Other funds holding BIV

Creative Financial Designs's BIV Position: Q2 2026 in Review

Creative Financial Designs increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 3% in Q2 2026, buying an estimated $20K and bringing the position to 8,866 shares worth $680K. The position accounts for 0.03% of the portfolio, ranked #344.

Creative Financial Designs first reported a position in BIV in Q4 2016 and has held it in 39 quarters since. The position peaked at $20.4M in Q1 2021. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • Creative Financial Designs held 8,866 shares of Vanguard Intermediate-Term Bond ETF worth $680K as of Q2 2026.
  • Creative Financial Designs bought 260 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $20K.
  • Vanguard Intermediate-Term Bond ETF made up 0.03% of Creative Financial Designs's portfolio in Q2 2026, its #344 holding.
  • Creative Financial Designs first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2016 and has held it in 39 quarters since.
  • Creative Financial Designs's Vanguard Intermediate-Term Bond ETF position peaked at $20.4M in Q1 2021.
  • 1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.