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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
2020
Q4 		– Sell
-2,574
Closed -$241K – 309
2020
Q3 		$241K Buy
+2,574
New +$241K 0.06% 216

Other funds holding BIV

RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DWS
Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 20.96% 1-Year Est. Return
VFP
Verus Financial Partners Richmond, Virginia $1.17B AUM 15.91% 1-Year Est. Return
SCA
Scott Capital Advisors Portland, Oregon $639M AUM 14.51% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $587M AUM 27.44% 1-Year Est. Return
B
BetterWealth San Jose, California $565M AUM 23.16% 1-Year Est. Return
LA
LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return
FPTW
Franklin, Parlapiano, Turner & Welch Houston, Texas $442M AUM 14.73% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Cypress Wealth Services's BIV Position: Q2 2026 in Review

Cypress Wealth Services increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 57% in Q2 2026, buying an estimated $299K and bringing the position to 10,725 shares worth $823K. The position accounts for 0.1% of the portfolio, ranked #154.

Cypress Wealth Services first reported a position in BIV in Q4 2018 and has held it in 29 quarters since. The position peaked at $888K in Q2 2023. 306 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • Cypress Wealth Services held 10,725 shares of Vanguard Intermediate-Term Bond ETF worth $823K as of Q2 2026.
  • Cypress Wealth Services bought 3,897 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $299K.
  • Vanguard Intermediate-Term Bond ETF made up 0.1% of Cypress Wealth Services's portfolio in Q2 2026, its #154 holding.
  • Cypress Wealth Services first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2018 and has held it in 29 quarters since.
  • Cypress Wealth Services's Vanguard Intermediate-Term Bond ETF position peaked at $888K in Q2 2023.
  • 306 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.