Csenge Advisory Group’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Csenge Advisory Group’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 Q1	$487K	Buy	6,308 +1,647	+35%	+$128K	0.02%	440
2025 Q4	$363K	Buy	+4,661	New	+$365K	0.02%	511
2024 Q4	–	Sell	-2,760	Closed	-$212K	–	700
2024 Q3	$212K	Buy	+2,760	New	+$213K	0.01%	660
2022 Q2	–	Sell	-3,089	Closed	-$253K	–	579
2022 Q1	$253K	Buy	+3,089	New	+$261K	0.02%	538
2021 Q4	–	Sell	-4,958	Closed	-$445K	–	553
2021 Q3	$445K	Buy	+4,958	New	+$449K	0.04%	392
2018 Q3	–	Sell	-15,948	Closed	-$1.29M	–	1081
2018 Q2	$1.29M	Buy	15,948 +5,375	+51%	+$434K	0.47%	51
2018 Q1	$865K	Buy	10,573 +6,941	+191%	+$569K	0.3%	84
2017 Q4	$304K	Buy	+3,632	New	+$306K	0.11%	171

Other funds holding BIV

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

TLFA

True Link Financial Advisors San Francisco, California $1.62B AUM 8.33% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Csenge Advisory Group's BIV Position: Q1 2026 in Review

Csenge Advisory Group increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 35% in Q1 2026, buying an estimated $128K and bringing the position to 6,308 shares worth $487K. The position accounts for 0.02% of the portfolio, ranked #440.

Csenge Advisory Group first reported a position in BIV in Q4 2017 and has held it in 8 quarters since. The position peaked at $1.29M in Q2 2018. 1,006 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

Csenge Advisory Group held 6,308 shares of Vanguard Intermediate-Term Bond ETF worth $487K as of Q1 2026.
Csenge Advisory Group bought 1,647 Vanguard Intermediate-Term Bond ETF shares in Q1 2026, an estimated $128K.
Vanguard Intermediate-Term Bond ETF made up 0.02% of Csenge Advisory Group's portfolio in Q1 2026, its #440 holding.
Csenge Advisory Group first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2017 and has held it in 8 quarters since.
Csenge Advisory Group's Vanguard Intermediate-Term Bond ETF position peaked at $1.29M in Q2 2018.
1,006 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

Based on Csenge Advisory Group's 13F filing for Q1 2026, filed 30 Apr 2026.