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 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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

TLFA

True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CX Institutional's BIV Position: Q2 2026 in Review

CX Institutional reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 92% in Q2 2026, selling an estimated $106K and leaving 121 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #1305.

CX Institutional first reported a position in BIV in Q2 2019 and has held it in 7 quarters since. The position peaked at $403K in Q3 2025. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

CX Institutional held 121 shares of Vanguard Intermediate-Term Bond ETF worth $9K as of Q2 2026.
CX Institutional sold 1,377 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $106K.
Vanguard Intermediate-Term Bond ETF made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #1305 holding.
CX Institutional first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2019 and has held it in 7 quarters since.
CX Institutional's Vanguard Intermediate-Term Bond ETF position peaked at $403K in Q3 2025.
1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.