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Duncker Streett & Co’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Duncker Streett & Co’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
Q1 		$420K Hold
5,445
– – 0.08% 180
2025
Q4 		$424K Hold
5,445
– – 0.08% 174
2025
Q3 		$425K Hold
5,445
– – 0.07% 173
2025
Q2 		$421K Hold
5,445
– – 0.08% 172
2025
Q1 		$417K Sell
5,445
-166
-3% -$12.5K 0.08% 167
2024
Q4 		$419K Sell
5,611
-5,554
-50% -$422K 0.08% 168
2024
Q3 		$875K Sell
11,165
-282
-2% -$21.7K 0.16% 115
2024
Q2 		$857K Sell
11,447
-54
-0.5% -$4.01K 0.16% 113
2024
Q1 		$867K Hold
11,501
– – 0.17% 115
2023
Q4 		$878K Sell
11,501
-1,000
-8% -$73.2K 0.19% 108
2023
Q3 		$904K Buy
12,501
+14
+0.1% +$1.04K 0.21% 104
2023
Q2 		$939K Buy
12,487
+12
+0.1% +$914 0.21% 105
2023
Q1 		$957K Buy
12,475
+8
+0.1% +$606 0.23% 103
2022
Q4 		$927K Sell
12,467
-2,986
-19% -$221K 0.22% 106
2022
Q3 		$1.14M Buy
15,453
+9
+0.1% +$696 0.29% 94
2022
Q2 		$1.2M Buy
15,444
+10
+0.1% +$784 0.29% 98
2022
Q1 		$1.26M Sell
15,434
-1,051
-6% -$88.7K 0.25% 104
2021
Q4 		$1.44M Buy
16,485
+28
+0.2% +$2.48K 0.25% 105
2021
Q3 		$1.47M Buy
16,457
+7
+0% +$634 0.28% 104
2021
Q2 		$1.48M Buy
16,450
+13
+0.1% +$1.16K 0.27% 106
2021
Q1 		$1.46M Sell
16,437
-535
-3% -$48.6K 0.28% 108
2020
Q4 		$1.58M Buy
16,972
+37
+0.2% +$3.45K 0.3% 97
2020
Q3 		$1.58M Sell
16,935
-120
-0.7% -$11.2K 0.35% 89
2020
Q2 		$1.59M Buy
17,055
+312
+2% +$28.6K 0.38% 85
2020
Q1 		$1.5M Sell
16,743
-89
-0.5% -$7.9K 0.4% 82
2019
Q4 		$1.47M Buy
16,832
+189
+1% +$16.6K 0.31% 99
2019
Q3 		$1.47M Sell
16,643
-570
-3% -$49.8K 0.34% 92
2019
Q2 		$1.49M Sell
17,213
-444
-3% -$37.5K 0.33% 90
2019
Q1 		$1.48M Sell
17,657
-151
-0.8% -$12.4K 0.34% 90
2018
Q4 		$1.45M Sell
17,808
-1,251
-7% -$100K 0.39% 80
2018
Q3 		$1.53M Sell
19,059
-1,212
-6% -$98K 0.35% 89
2018
Q2 		$1.64M Buy
20,271
+39
+0.2% +$3.15K 0.41% 78
2018
Q1 		$1.65M Sell
20,232
-559
-3% -$45.9K 0.42% 79
2017
Q4 		$1.74M Sell
20,791
-240
-1% -$20.2K 0.45% 66
2017
Q3 		$1.78M Buy
21,031
+4,395
+26% +$373K 0.54% 53
2017
Q2 		$1.41M Sell
16,636
-3,409
-17% -$288K 0.44% 66
2017
Q1 		$1.68M Sell
20,045
-378
-2% -$31.5K 0.53% 60
2016
Q4 		$1.7M Buy
20,423
+66
+0.3% +$5.6K 0.56% 53
2016
Q3 		$1.78M Buy
20,357
+2,525
+14% +$222K 0.62% 47
2016
Q2 		$1.57M Buy
17,832
+2,006
+13% +$173K 0.56% 50
2016
Q1 		$1.36M Buy
15,826
+5
+0% +$424 0.51% 55
2015
Q4 		$1.31M Buy
15,821
+12
+0.1% +$1.01K 0.49% 56
2015
Q3 		$1.34M Buy
15,809
+606
+4% +$51K 0.52% 54
2015
Q2 		$1.27M Buy
15,203
+158
+1% +$13.4K 0.44% 65
2015
Q1 		$1.3M Buy
15,045
+404
+3% +$34.7K 0.42% 68
2014
Q4 		$1.24M Buy
14,641
+6,229
+74% +$530K 0.41% 71
2014
Q3 		$709K Buy
8,412
+5,177
+160% +$438K 0.24% 125
2014
Q2 		$274K Buy
3,235
+306
+10% +$25.7K 0.09% 225
2014
Q1 		$244K Buy
2,929
+10
+0.3% +$832 0.09% 230
2013
Q4 		$238K Buy
2,919
+6
+0.2% +$501 0.09% 222
2013
Q3 		$243K Buy
2,913
+405
+16% +$33.6K 0.1% 207
2013
Q2 		$209K Buy
+2,508
New +$218K 0.08% 225

Other funds holding BIV

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.62B AUM 8.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Duncker Streett & Co's BIV Position: Q1 2026 in Review

Duncker Streett & Co held its Vanguard Intermediate-Term Bond ETF (BIV) position steady in Q1 2026 at 5,445 shares worth $420K. The position accounts for 0.08% of the portfolio, ranked #180.

Duncker Streett & Co first reported a position in BIV in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.78M in Q3 2016. 1,006 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

  • Duncker Streett & Co held 5,445 shares of Vanguard Intermediate-Term Bond ETF worth $420K as of Q1 2026.
  • Duncker Streett & Co left its Vanguard Intermediate-Term Bond ETF share count unchanged in Q1 2026.
  • Vanguard Intermediate-Term Bond ETF made up 0.08% of Duncker Streett & Co's portfolio in Q1 2026, its #180 holding.
  • Duncker Streett & Co first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2013 and has held it in 52 quarters since.
  • Duncker Streett & Co's Vanguard Intermediate-Term Bond ETF position peaked at $1.78M in Q3 2016.
  • 1,006 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

Based on Duncker Streett & Co's 13F filing for Q1 2026, filed 29 Apr 2026.