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

Fagan 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 		– Sell
-14,679
Closed -$1.13M – 139
2026
Q1 		$1.13M Sell
14,679
-285
-2% -$22.2K 0.16% 82
2025
Q4 		$1.17M Sell
14,964
-61
-0.4% -$4.77K 0.16% 78
2025
Q3 		$1.17M Sell
15,025
-157
-1% -$12.2K 0.16% 81
2025
Q2 		$1.17M Sell
15,182
-94
-0.6% -$7.16K 0.18% 75
2025
Q1 		$1.17M Sell
15,276
-805
-5% -$60.7K 0.2% 75
2024
Q4 		$1.2M Sell
16,081
-1,012
-6% -$76.9K 0.19% 78
2024
Q3 		$1.34M Sell
17,093
-55
-0.3% -$4.24K 0.23% 75
2024
Q2 		$1.28M Sell
17,148
-56
-0.3% -$4.16K 0.22% 73
2024
Q1 		$1.3M Sell
17,204
-338
-2% -$25.5K 0.24% 75
2023
Q4 		$1.34M Sell
17,542
-415
-2% -$30.4K 0.29% 64
2023
Q3 		$1.3M Sell
17,957
-56
-0.3% -$4.14K 0.31% 61
2023
Q2 		$1.36M Sell
18,013
-197
-1% -$15K 0.33% 61
2023
Q1 		$1.4M Sell
18,210
-92
-0.5% -$6.97K 0.35% 61
2022
Q4 		$1.36M Sell
18,302
-1,693
-8% -$125K 0.36% 62
2022
Q3 		$1.47M Sell
19,995
-1,788
-8% -$138K 0.41% 54
2022
Q2 		$1.69M Sell
21,783
-484
-2% -$38K 0.45% 50
2022
Q1 		$1.82M Buy
22,267
+138
+0.6% +$11.7K 0.37% 59
2021
Q4 		$1.94M Sell
22,129
-396
-2% -$35.1K 0.37% 61
2021
Q3 		$2.02M Sell
22,525
-2,005
-8% -$182K 0.44% 58
2021
Q2 		$2.21M Sell
24,530
-178
-0.7% -$15.9K 0.47% 56
2021
Q1 		$2.19M Sell
24,708
-208
-0.8% -$18.9K 0.51% 55
2020
Q4 		$2.31M Sell
24,916
-340
-1% -$31.7K 0.58% 51
2020
Q3 		$2.36M Buy
25,256
+100
+0.4% +$9.37K 0.68% 41
2020
Q2 		$2.34M Buy
+25,156
New +$2.3M 0.75% 41

Other funds holding BIV

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
LNC
Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Fagan Associates's BIV Position: Q2 2026 in Review

Fagan Associates sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q2 2026, closing a stake of 14,679 shares — an estimated $1.13M sold.

Fagan Associates first reported a position in BIV in Q2 2020 and held it in 24 quarters. The position peaked at $2.36M in Q3 2020. 907 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • Fagan Associates reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Fagan Associates sold 14,679 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $1.13M.
  • Fagan Associates first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2020 and held it in 24 quarters.
  • Fagan Associates's Vanguard Intermediate-Term Bond ETF position peaked at $2.36M in Q3 2020.
  • 907 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Fagan Associates's 13F filing for Q2 2026, filed 4 Aug 2026.