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Cutler Investment Counsel’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Cutler Investment Counsel’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 		$7.88M Buy
102,792
+11,574
+13% +$889K 0.74% 45
2026
Q1 		$7.04M Sell
91,218
-84
-0.1% -$6.54K 0.73% 46
2025
Q4 		$7.11M Buy
91,302
+1,014
+1% +$79.3K 0.74% 47
2025
Q3 		$7.05M Buy
90,288
+508
+0.6% +$39.3K 0.74% 47
2025
Q2 		$6.94M Buy
89,780
+542
+0.6% +$41.3K 0.77% 46
2025
Q1 		$6.83M Buy
89,238
+5,694
+7% +$430K 0.82% 43
2024
Q4 		$6.24M Buy
83,544
+31,653
+61% +$2.41M 0.78% 45
2024
Q3 		$4.07M Buy
51,891
+2,873
+6% +$222K 0.51% 53
2024
Q2 		$3.67M Sell
49,018
-596
-1% -$44.3K 0.5% 54
2024
Q1 		$3.74M Buy
49,614
+4,634
+10% +$349K 0.5% 53
2023
Q4 		$3.44M Sell
44,980
-17,470
-28% -$1.28M 0.49% 53
2023
Q3 		$4.52M Sell
62,450
-1,868
-3% -$138K 0.71% 46
2023
Q2 		$4.84M Buy
64,318
+32,121
+100% +$2.45M 0.73% 48
2023
Q1 		$2.47M Sell
32,197
-10,128
-24% -$767K 0.38% 52
2022
Q4 		$3.15M Buy
42,325
+28,430
+205% +$2.11M 0.48% 49
2022
Q3 		$1.02M Buy
13,895
+6,140
+79% +$475K 0.17% 71
2022
Q2 		$602K Sell
7,755
-617
-7% -$48.4K 0.09% 88
2022
Q1 		$686K Buy
8,372
+112
+1% +$9.46K 0.1% 90
2021
Q4 		$724K Buy
8,260
+2,626
+47% +$233K 0.11% 66
2021
Q3 		$504K Buy
5,634
+408
+8% +$36.9K 0.08% 73
2021
Q2 		$470K Buy
5,226
+4
+0.1% +$357 0.07% 73
2021
Q1 		$463K Buy
5,222
+219
+4% +$19.9K 0.08% 72
2020
Q4 		$465K Buy
+5,003
New +$466K 0.09% 70

Other funds holding BIV

TLFA
True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return
ZF
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
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
BA
BCM Advisors Lafayette, Louisiana $514M AUM 20.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cutler Investment Counsel's BIV Position: Q2 2026 in Review

Cutler Investment Counsel increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 13% in Q2 2026, buying an estimated $889K and bringing the position to 102,792 shares worth $7.88M. The position accounts for 0.74% of the portfolio, ranked #45.

Cutler Investment Counsel first reported a position in BIV in Q4 2020 and has held it in 23 quarters since. 508 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • Cutler Investment Counsel held 102,792 shares of Vanguard Intermediate-Term Bond ETF worth $7.88M as of Q2 2026.
  • Cutler Investment Counsel bought 11,574 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $889K.
  • Vanguard Intermediate-Term Bond ETF made up 0.74% of Cutler Investment Counsel's portfolio in Q2 2026, its #45 holding.
  • Cutler Investment Counsel first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2020 and has held it in 23 quarters since.
  • 508 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Cutler Investment Counsel's 13F filing for Q2 2026, filed 14 Jul 2026.