Glass Jacobson Investment Advisors’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Glass Jacobson Investment Advisors’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	$310K	Sell	4,042 -149	-4%	-$11.4K	0.1%	163
2026 Q1	$323K	Buy	4,191 +617	+17%	+$48K	0.11%	150
2025 Q4	$278K	Buy	3,574 +1,073	+43%	+$83.9K	0.1%	161
2025 Q3	$195K	Buy	2,501 +1,295	+107%	+$100K	0.07%	186
2025 Q2	$93.3K	Sell	1,206 -9,911	-89%	-$755K	0.04%	232
2025 Q1	$831K	Hold	11,117	–	–	0.27%	104
2024 Q4	$831K	Buy	11,117 +15	+0.1%	+$1.14K	0.27%	104
2024 Q3	$870K	Sell	11,102 -176	-2%	-$13.6K	0.29%	100
2024 Q2	$845K	Buy	11,278 +107	+1%	+$7.95K	0.31%	95
2024 Q1	$842K	Hold	11,171	–	–	0.32%	93
2023 Q4	$853K	Sell	11,171 -2,163	-16%	-$158K	0.35%	89
2023 Q3	$964K	Sell	13,334 -622	-4%	-$46K	0.44%	71
2023 Q2	$1.05M	Buy	+13,956	New	+$1.06M	0.48%	63
2022 Q4	$396K	Buy	+5,330	New	+$395K	0.2%	139

Other funds holding BIV

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Glass Jacobson Investment Advisors's BIV Position: Q2 2026 in Review

Glass Jacobson Investment Advisors reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 3.6% in Q2 2026, selling an estimated $11.4K and leaving 4,042 shares worth $310K. The position accounts for 0.1% of the portfolio, ranked #163.

Glass Jacobson Investment Advisors first reported a position in BIV in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.05M in Q2 2023. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

Glass Jacobson Investment Advisors held 4,042 shares of Vanguard Intermediate-Term Bond ETF worth $310K as of Q2 2026.
Glass Jacobson Investment Advisors sold 149 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $11.4K.
Vanguard Intermediate-Term Bond ETF made up 0.1% of Glass Jacobson Investment Advisors's portfolio in Q2 2026, its #163 holding.
Glass Jacobson Investment Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2022 and has held it in 14 quarters since.
Glass Jacobson Investment Advisors's Vanguard Intermediate-Term Bond ETF position peaked at $1.05M in Q2 2023.
1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Glass Jacobson Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.