Cypress Wealth Services
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Cypress Wealth Services’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Cypress Wealth Services’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 		$850K Buy
11,689
+964
+9% +$72.5K 0.1% 156
2026
Q2 		$823K Buy
10,725
+3,897
+57% +$299K 0.1% 154
2026
Q1 		$527K Sell
6,828
-228
-3% -$17.7K 0.07% 214
2025
Q4 		$550K Buy
7,056
+97
+1% +$7.59K 0.08% 202
2025
Q3 		$543K Sell
6,959
-119
-2% -$9.21K 0.09% 175
2025
Q2 		$547K Sell
7,078
-220
-3% -$16.8K 0.1% 160
2025
Q1 		$559K Buy
7,298
+3,423
+88% +$258K 0.11% 146
2024
Q4 		$290K Sell
3,875
-3
-0.1% -$228 0.06% 212
2024
Q3 		$304K Hold
3,878
– – 0.06% 203
2024
Q2 		$290K Sell
3,878
-1,033
-21% -$76.8K 0.06% 195
2024
Q1 		$370K Buy
4,911
+1,791
+57% +$135K 0.09% 173
2023
Q4 		$238K Sell
3,120
-4,986
-62% -$365K 0.06% 212
2023
Q3 		$586K Sell
8,106
-3,687
-31% -$273K 0.16% 117
2023
Q2 		$888K Buy
11,793
+8,546
+263% +$651K 0.23% 84
2023
Q1 		$249K Sell
3,247
-1,266
-28% -$95.9K 0.07% 202
2022
Q4 		$335K Buy
4,513
+1,080
+31% +$80K 0.11% 167
2022
Q3 		$251K Buy
+3,433
New +$266K 0.09% 186
2022
Q2 		– Sell
-2,911
Closed -$238K – 230
2022
Q1 		$238K Buy
2,911
+458
+19% +$38.7K 0.06% 207
2021
Q4 		$215K Sell
2,453
-30
-1% -$2.66K 0.06% 214
2021
Q3 		$222K Sell
2,483
-91
-4% -$8.24K 0.07% 202
2021
Q2 		$232K Hold
2,574
– – 0.06% 232
2021
Q1 		$228K Hold
2,574
– – 0.05% 258
2020
Q4 		$239K Buy
+2,574
New +$240K 0.05% 244
2020
Q3 		– Sell
-2,574
Closed -$241K – 286
2020
Q2 		$240K Sell
2,574
-33
-1% -$3.02K 0.06% 227
2020
Q1 		$233K Buy
2,607
+9
+0.3% +$798 0.07% 212
2019
Q4 		$227K Sell
2,598
-56
-2% -$4.9K 0.06% 223
2019
Q3 		$234K Hold
2,654
– – 0.06% 216
2019
Q2 		$230K Hold
2,654
– – 0.07% 225
2019
Q1 		$223K Hold
2,654
– – 0.07% 220
2018
Q4 		$216K Buy
+2,654
New +$213K 0.09% 188

Other funds holding BIV

True Link Financial Advisors
True Link Financial Advisors San Francisco, California $1.74B AUM 3.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Retirement Investment Advisors
Retirement Investment Advisors Oklahoma City, Oklahoma $1.43B AUM 10.13% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Citizens Financial Group
Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Cypress Wealth Services's BIV Position: Q3 2026 in Review

Cypress Wealth Services increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 9% in Q3 2026, buying an estimated $72.5K and bringing the position to 11,689 shares worth $850K. The position accounts for 0.1% of the portfolio, ranked #156.

Cypress Wealth Services first reported a position in BIV in Q4 2018 and has held it in 30 quarters since. The position peaked at $888K in Q2 2023. 617 funds tracked by Wall St. Rank hold BIV as of Q3 2026.

  • Cypress Wealth Services held 11,689 shares of Vanguard Intermediate-Term Bond ETF worth $850K as of Q3 2026.
  • Cypress Wealth Services bought 964 Vanguard Intermediate-Term Bond ETF shares in Q3 2026, an estimated $72.5K.
  • Vanguard Intermediate-Term Bond ETF made up 0.1% of Cypress Wealth Services's portfolio in Q3 2026, its #156 holding.
  • Cypress Wealth Services first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2018 and has held it in 30 quarters since.
  • Cypress Wealth Services's Vanguard Intermediate-Term Bond ETF position peaked at $888K in Q2 2023.
  • 617 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2026.

Based on Cypress Wealth Services's 13F filing for Q3 2026, filed 21 Oct 2026.