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Frankly Finances’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Frankly Finances’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 		$13M Buy
168,951
+12,031
+8% +$924K 10.24% 3
2026
Q1 		$12.1M Buy
156,920
+8,833
+6% +$688K 10.96% 3
2025
Q4 		$11.5M Buy
+148,087
New +$11.6M 10.94% 3

Other funds holding BIV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
ZF
Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Frankly Finances's BIV Position: Q2 2026 in Review

Frankly Finances increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 7.7% in Q2 2026, buying an estimated $924K and bringing the position to 168,951 shares worth $13M. The position accounts for 10.24% of the portfolio, ranked #3.

Frankly Finances first reported a position in BIV in Q4 2025 and has held it in 3 quarters since. 750 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • Frankly Finances held 168,951 shares of Vanguard Intermediate-Term Bond ETF worth $13M as of Q2 2026.
  • Frankly Finances bought 12,031 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $924K.
  • Vanguard Intermediate-Term Bond ETF made up 10.24% of Frankly Finances's portfolio in Q2 2026, its #3 holding.
  • Frankly Finances first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 750 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Frankly Finances's 13F filing for Q2 2026, filed 13 Jul 2026.