EA
BIV icon

Eclectic Associates’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Eclectic Associates’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 		$4.15M Buy
56,983
+18,741
+49% +$1.41M 0.46% 39
2026
Q2 		$2.93M Sell
38,242
-2,305
-6% -$177K 0.33% 47
2026
Q1 		$3.13M Buy
40,547
+1,136
+3% +$88.4K 0.42% 45
2025
Q4 		$3.07M Buy
39,411
+411
+1% +$32.1K 0.48% 40
2025
Q3 		$3.05M Buy
39,000
+969
+3% +$75K 0.56% 39
2025
Q2 		$2.94M Sell
38,031
-1,029
-3% -$78.4K 0.64% 39
2025
Q1 		$2.99M Buy
39,060
+367
+0.9% +$27.7K 0.8% 31
2024
Q4 		$2.89M Buy
38,693
+442
+1% +$33.6K 0.86% 26
2024
Q3 		$3M Sell
38,251
-571
-1% -$44K 1.18% 18
2024
Q2 		$2.91M Buy
38,822
+422
+1% +$31.4K 1.29% 16
2024
Q1 		$2.9M Buy
38,400
+2,657
+7% +$200K 1.32% 16
2023
Q4 		$2.73M Buy
35,743
+1,048
+3% +$76.8K 1.31% 16
2023
Q3 		$2.51M Sell
34,695
-4,127
-11% -$305K 1.28% 18
2023
Q2 		$2.92M Buy
38,822
+1,259
+3% +$95.9K 1.44% 16
2023
Q1 		$2.88M Sell
37,563
-51,531
-58% -$3.9M 1.48% 16
2022
Q4 		$6.62M Buy
89,094
+62,387
+234% +$4.62M 3.22% 6
2022
Q3 		$1.96M Buy
26,707
+4,697
+21% +$363K 1.29% 16
2022
Q2 		$1.71M Buy
22,010
+3,037
+16% +$238K 1.15% 18
2022
Q1 		$1.55M Buy
18,973
+4,424
+30% +$374K 0.99% 25
2021
Q4 		$1.27M Buy
14,549
+1,477
+11% +$131K 0.82% 25
2021
Q3 		$1.17M Buy
13,072
+900
+7% +$81.5K 0.85% 25
2021
Q2 		$1.09M Buy
12,172
+1,858
+18% +$166K 0.82% 27
2021
Q1 		$915K Buy
10,314
+531
+5% +$48.2K 0.76% 29
2020
Q4 		$908K Buy
+9,783
New +$911K 0.86% 29

Other funds holding BIV

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BS
Brighton Securities Rochester, New York $239M AUM 9.14% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
FA
FC Advisory West Chester, Pennsylvania $382M AUM 8.35% 1-Year Est. Return
CSIA
Conrad Siegel Investment Advisors Harrisburg, Pennsylvania $618M AUM 13.45% 1-Year Est. Return
GIL
Go Invest LLC West Jordan, Utah $473M AUM 9.71% 1-Year Est. Return

Eclectic Associates's BIV Position: Q3 2026 in Review

Eclectic Associates increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 49% in Q3 2026, buying an estimated $1.41M and bringing the position to 56,983 shares worth $4.15M. The position accounts for 0.46% of the portfolio, ranked #39.

Eclectic Associates first reported a position in BIV in Q4 2020 and has held it in 24 quarters since. The position peaked at $6.62M in Q4 2022. 63 funds tracked by Wall St. Rank hold BIV as of Q3 2026.

  • Eclectic Associates held 56,983 shares of Vanguard Intermediate-Term Bond ETF worth $4.15M as of Q3 2026.
  • Eclectic Associates bought 18,741 Vanguard Intermediate-Term Bond ETF shares in Q3 2026, an estimated $1.41M.
  • Vanguard Intermediate-Term Bond ETF made up 0.46% of Eclectic Associates's portfolio in Q3 2026, its #39 holding.
  • Eclectic Associates first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2020 and has held it in 24 quarters since.
  • Eclectic Associates's Vanguard Intermediate-Term Bond ETF position peaked at $6.62M in Q4 2022.
  • 63 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2026.

Based on Eclectic Associates's 13F filing for Q3 2026, filed 9 Oct 2026.