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Cypress Capital Advisors’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Cypress Capital Advisors’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 		$221K Buy
+2,880
New +$221K 0.09% 77
2025
Q4 		– Sell
-2,637
Closed -$206K – 77
2025
Q3 		$206K Buy
+2,637
New +$204K 0.12% 74

Other funds holding BIV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
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

Cypress Capital Advisors's BIV Position: Q2 2026 in Review

Cypress Capital Advisors opened a new position in Vanguard Intermediate-Term Bond ETF (BIV) in Q2 2026: 2,880 shares worth $221K. The stake represents 0.09% of the portfolio and ranks #77 among its holdings. This is a return to the name: Cypress Capital Advisors previously reported a position in BIV as recently as Q3 2025.

Cypress Capital Advisors first reported a position in BIV in Q3 2025 and has held it in 2 quarters since. 521 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • Cypress Capital Advisors held 2,880 shares of Vanguard Intermediate-Term Bond ETF worth $221K as of Q2 2026.
  • Vanguard Intermediate-Term Bond ETF was a new Cypress Capital Advisors position in Q2 2026.
  • Vanguard Intermediate-Term Bond ETF made up 0.09% of Cypress Capital Advisors's portfolio in Q2 2026, its #77 holding.
  • Cypress Capital Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q3 2025 and has held it in 2 quarters since.
  • 521 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Cypress Capital Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.