GI
BIV icon

GAMMA Investing’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

GAMMA Investing’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 		$22.9M Buy
298,924
+32,907
+12% +$2.53M 0.85% 18
2026
Q1 		$20.5M Buy
266,017
+69,134
+35% +$5.38M 0.96% 15
2025
Q4 		$15.3M Buy
196,883
+33,414
+20% +$2.61M 0.77% 17
2025
Q3 		$12.8M Buy
163,469
+16,675
+11% +$1.29M 0.7% 20
2025
Q2 		$11.4M Buy
146,794
+47,361
+48% +$3.61M 0.72% 18
2025
Q1 		$7.61M Buy
99,433
+30,080
+43% +$2.27M 0.57% 27
2024
Q4 		$5.18M Buy
69,353
+2,406
+4% +$183K 0.44% 30
2024
Q3 		$5.25M Buy
66,947
+19,264
+40% +$1.49M 0.52% 25
2024
Q2 		$3.57M Buy
47,683
+14,176
+42% +$1.05M 0.49% 28
2024
Q1 		$2.53M Buy
33,507
+12,302
+58% +$927K 0.51% 27
2023
Q4 		$1.62M Buy
+21,205
New +$1.55M 0.44% 31

Other funds holding BIV

RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DWS
Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 20.96% 1-Year Est. Return
VFP
Verus Financial Partners Richmond, Virginia $1.17B AUM 15.91% 1-Year Est. Return
SCA
Scott Capital Advisors Portland, Oregon $639M AUM 14.51% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $587M AUM 27.44% 1-Year Est. Return
B
BetterWealth San Jose, California $565M AUM 23.16% 1-Year Est. Return
LA
LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return
FPTW
Franklin, Parlapiano, Turner & Welch Houston, Texas $442M AUM 14.73% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

GAMMA Investing's BIV Position: Q2 2026 in Review

GAMMA Investing increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 12% in Q2 2026, buying an estimated $2.53M and bringing the position to 298,924 shares worth $22.9M. The position accounts for 0.85% of the portfolio, ranked #18.

GAMMA Investing first reported a position in BIV in Q4 2023 and has held it in 11 quarters since. 310 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • GAMMA Investing held 298,924 shares of Vanguard Intermediate-Term Bond ETF worth $22.9M as of Q2 2026.
  • GAMMA Investing bought 32,907 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $2.53M.
  • Vanguard Intermediate-Term Bond ETF made up 0.85% of GAMMA Investing's portfolio in Q2 2026, its #18 holding.
  • GAMMA Investing first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • 310 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on GAMMA Investing's 13F filing for Q2 2026, filed 7 Jul 2026.