CX Institutional’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

CX Institutional’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 Q3	$9K	Hold	121	–	–	﹤0.01%	1366
2026 Q2	$9K	Sell	121 -1,377	-92%	-$106K	﹤0.01%	1305
2026 Q1	$116K	Sell	1,498 -1,039	-41%	-$80.9K	﹤0.01%	826
2025 Q4	$198K	Sell	2,537 -2,622	-51%	-$205K	0.01%	715
2025 Q3	$403K	Buy	5,159 +10	+0.2%	+$774	0.01%	488
2025 Q2	$398K	Sell	5,149 -34	-0.7%	-$2.59K	0.01%	428
2025 Q1	$397K	Buy	+5,183	New	+$391K	0.02%	421
2019 Q3	–	Sell	-251	Closed	-$22K	–	803
2019 Q2	$22K	Buy	+251	New	+$21.2K	﹤0.01%	396

Other funds holding BIV

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Brighton Securities Rochester, New York $239M AUM 9.14% 1-Year Est. Return

EFG

Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return

MHR

Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

MBT

Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return

FC Advisory West Chester, Pennsylvania $382M AUM 8.35% 1-Year Est. Return

CSIA

Conrad Siegel Investment Advisors Harrisburg, Pennsylvania $618M AUM 13.45% 1-Year Est. Return

GIL

Go Invest LLC West Jordan, Utah $473M AUM 9.71% 1-Year Est. Return

CX Institutional's BIV Position: Q3 2026 in Review

CX Institutional held its Vanguard Intermediate-Term Bond ETF (BIV) position steady in Q3 2026 at 121 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #1366.

CX Institutional first reported a position in BIV in Q2 2019 and has held it in 8 quarters since. The position peaked at $403K in Q3 2025. 63 funds tracked by Wall St. Rank hold BIV as of Q3 2026.

CX Institutional held 121 shares of Vanguard Intermediate-Term Bond ETF worth $9K as of Q3 2026.
CX Institutional left its Vanguard Intermediate-Term Bond ETF share count unchanged in Q3 2026.
Vanguard Intermediate-Term Bond ETF made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1366 holding.
CX Institutional first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2019 and has held it in 8 quarters since.
CX Institutional's Vanguard Intermediate-Term Bond ETF position peaked at $403K in Q3 2025.
63 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.