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 Q3	$17.2M	Sell	235,555 -63,369	-21%	-$4.76M	0.58%	22
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

True Link Financial Advisors San Francisco, California $1.74B AUM 3.65% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Lincoln National Corp Radnor, Pennsylvania $3.68B AUM 7.84% 1-Year Est. Return

Retirement Investment Advisors Oklahoma City, Oklahoma $1.43B AUM 10.13% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

GAMMA Investing's BIV Position: Q3 2026 in Review

GAMMA Investing reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 21% in Q3 2026, selling an estimated $4.76M and leaving 235,555 shares worth $17.2M. The position accounts for 0.58% of the portfolio, ranked #22.

GAMMA Investing first reported a position in BIV in Q4 2023 and has held it in 12 quarters since. The position peaked at $22.9M in Q2 2026. 702 funds tracked by Wall St. Rank hold BIV as of Q3 2026.

GAMMA Investing held 235,555 shares of Vanguard Intermediate-Term Bond ETF worth $17.2M as of Q3 2026.
GAMMA Investing sold 63,369 Vanguard Intermediate-Term Bond ETF shares in Q3 2026, an estimated $4.76M.
Vanguard Intermediate-Term Bond ETF made up 0.58% of GAMMA Investing's portfolio in Q3 2026, its #22 holding.
GAMMA Investing first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2023 and has held it in 12 quarters since.
GAMMA Investing's Vanguard Intermediate-Term Bond ETF position peaked at $22.9M in Q2 2026.
702 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2026.

Based on GAMMA Investing's 13F filing for Q3 2026, filed 8 Oct 2026.