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
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

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Eclectic Associates's BIV Position: Q2 2026 in Review

Eclectic Associates reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 5.7% in Q2 2026, selling an estimated $177K and leaving 38,242 shares worth $2.93M. The position accounts for 0.33% of the portfolio, ranked #47.

Eclectic Associates first reported a position in BIV in Q4 2020 and has held it in 23 quarters since. The position peaked at $6.62M in Q4 2022. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • Eclectic Associates held 38,242 shares of Vanguard Intermediate-Term Bond ETF worth $2.93M as of Q2 2026.
  • Eclectic Associates sold 2,305 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $177K.
  • Vanguard Intermediate-Term Bond ETF made up 0.33% of Eclectic Associates's portfolio in Q2 2026, its #47 holding.
  • Eclectic Associates first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2020 and has held it in 23 quarters since.
  • Eclectic Associates's Vanguard Intermediate-Term Bond ETF position peaked at $6.62M in Q4 2022.
  • 1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Eclectic Associates's 13F filing for Q2 2026, filed 7 Jul 2026.