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Galvin Gaustad & Stein’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Galvin Gaustad & Stein’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 		$10.2M Buy
132,346
+2,303
+2% +$177K 0.75% 48
2026
Q1 		$10M Buy
130,043
+533
+0.4% +$41.5K 0.8% 50
2025
Q4 		$10.1M Sell
129,510
-273
-0.2% -$21.4K 0.79% 53
2025
Q3 		$10.1M Sell
129,783
-264
-0.2% -$20.4K 0.82% 54
2025
Q2 		$10.1M Buy
130,047
+8,017
+7% +$611K 0.87% 50
2025
Q1 		$9.34M Buy
122,030
+1,204
+1% +$90.8K 0.84% 52
2024
Q4 		$9.03M Buy
120,826
+1,021
+0.9% +$77.6K 0.81% 51
2024
Q3 		$9.39M Buy
119,805
+5,042
+4% +$389K 0.84% 50
2024
Q2 		$8.59M Sell
114,763
-558
-0.5% -$41.5K 0.8% 50
2024
Q1 		$8.7M Buy
115,321
+3,711
+3% +$280K 0.8% 48
2023
Q4 		$8.52M Buy
111,610
+3,239
+3% +$237K 0.8% 47
2023
Q3 		$7.84M Buy
108,371
+4,479
+4% +$331K 0.79% 47
2023
Q2 		$7.82M Buy
103,892
+7,087
+7% +$540K 0.76% 47
2023
Q1 		$7.43M Buy
96,805
+17,539
+22% +$1.33M 0.73% 50
2022
Q4 		$5.89M Buy
79,266
+73,495
+1,274% +$5.45M 0.59% 53
2022
Q3 		$424K Sell
5,771
-2,074
-26% -$160K 0.04% 121
2022
Q2 		$609K Buy
+7,845
New +$615K 0.06% 108

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

Galvin Gaustad & Stein's BIV Position: Q2 2026 in Review

Galvin Gaustad & Stein increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 1.8% in Q2 2026, buying an estimated $177K and bringing the position to 132,346 shares worth $10.2M. The position accounts for 0.75% of the portfolio, ranked #48.

Galvin Gaustad & Stein first reported a position in BIV in Q2 2022 and has held it in 17 quarters since. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • Galvin Gaustad & Stein held 132,346 shares of Vanguard Intermediate-Term Bond ETF worth $10.2M as of Q2 2026.
  • Galvin Gaustad & Stein bought 2,303 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $177K.
  • Vanguard Intermediate-Term Bond ETF made up 0.75% of Galvin Gaustad & Stein's portfolio in Q2 2026, its #48 holding.
  • Galvin Gaustad & Stein first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2022 and has held it in 17 quarters since.
  • 1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Galvin Gaustad & Stein's 13F filing for Q2 2026, filed 29 Jul 2026.