Eagle Global Advisors
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Eagle Global Advisors’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Eagle Global 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
Q3 		$998K Sell
13,695
-50
-0.4% -$3.76K 0.03% 170
2026
Q2 		$1.05M Sell
13,745
-25
-0.2% -$1.92K 0.03% 167
2026
Q1 		$1.06M Buy
13,770
+235
+2% +$18.3K 0.04% 162
2025
Q4 		$1.05M Buy
13,535
+4,085
+43% +$319K 0.04% 170
2025
Q3 		$738K Buy
9,450
+1,120
+13% +$86.7K 0.03% 184
2025
Q2 		$644K Buy
8,330
+95
+1% +$7.24K 0.03% 180
2025
Q1 		$631K Hold
8,235
– – 0.03% 187
2024
Q4 		$615K Buy
+8,235
New +$626K 0.03% 180
2022
Q4 		– Sell
-31,020
Closed -$2.28M – 217
2022
Q3 		$2.28M Sell
31,020
-1,640
-5% -$127K 0.17% 105
2022
Q2 		$2.54M Sell
32,660
-18,688
-36% -$1.47M 0.19% 100
2022
Q1 		$4.2M Buy
51,348
+1,015
+2% +$85.7K 0.26% 89
2021
Q4 		$4.41M Buy
50,333
+1,065
+2% +$94.5K 0.28% 82
2021
Q3 		$4.41M Sell
49,268
-210
-0.4% -$19K 0.29% 82
2021
Q2 		$4.45M Sell
49,478
-300
-0.6% -$26.8K 0.29% 86
2021
Q1 		$4.42M Buy
49,778
+1,889
+4% +$172K 0.33% 77
2020
Q4 		$4.45M Buy
47,889
+23,931
+100% +$2.23M 0.35% 75
2020
Q3 		$2.24M Buy
+23,958
New +$2.24M 0.2% 93

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Lincoln National Corp
Lincoln National Corp Radnor, Pennsylvania $3.68B AUM 7.84% 1-Year Est. Return
TIAA-CREF Individual & Institutional Services
TIAA-CREF Individual & Institutional Services New York $29.5B AUM
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Eagle Global Advisors's BIV Position: Q3 2026 in Review

Eagle Global Advisors reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 0.36% in Q3 2026, selling an estimated $3.76K and leaving 13,695 shares worth $998K. The position accounts for 0.03% of the portfolio, ranked #170.

Eagle Global Advisors first reported a position in BIV in Q3 2020 and has held it in 17 quarters since. The position peaked at $4.45M in Q2 2021. 765 funds tracked by Wall St. Rank hold BIV as of Q3 2026.

  • Eagle Global Advisors held 13,695 shares of Vanguard Intermediate-Term Bond ETF worth $998K as of Q3 2026.
  • Eagle Global Advisors sold 50 Vanguard Intermediate-Term Bond ETF shares in Q3 2026, an estimated $3.76K.
  • Vanguard Intermediate-Term Bond ETF made up 0.03% of Eagle Global Advisors's portfolio in Q3 2026, its #170 holding.
  • Eagle Global Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q3 2020 and has held it in 17 quarters since.
  • Eagle Global Advisors's Vanguard Intermediate-Term Bond ETF position peaked at $4.45M in Q2 2021.
  • 765 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2026.

Based on Eagle Global Advisors's 13F filing for Q3 2026, filed 2 Nov 2026.