Global Financial Private Client’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Global Financial Private Client’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	$636K	Buy	8,287 +38	+0.5%	+$2.92K	0.17%	143
2026 Q1	$637K	Sell	8,249 -1	-0%	-$78	0.21%	134
2025 Q4	$642K	Sell	8,250 -5	-0.1%	-$391	0.23%	121
2025 Q3	$645K	Buy	8,255 +98	+1%	+$7.59K	0.23%	120
2025 Q2	$631K	Sell	8,157 -17	-0.2%	-$1.29K	0.24%	116
2025 Q1	$626K	Buy	8,174 +31	+0.4%	+$2.34K	0.24%	107
2024 Q4	$609K	Buy	8,143 +1,967	+32%	+$150K	0.23%	114
2024 Q3	$484K	Hold	6,176	–	–	0.19%	132
2024 Q2	$463K	Sell	6,176 -51	-0.8%	-$3.79K	0.19%	128
2024 Q1	$465K	Sell	6,227 -444	-7%	-$33.5K	0.2%	124
2023 Q4	$510K	Buy	6,671 +824	+14%	+$60.4K	0.24%	106
2023 Q3	$419K	Sell	5,847 -557	-9%	-$41.2K	0.22%	111
2023 Q2	$479K	Sell	6,404 -40	-0.6%	-$3.05K	0.24%	102
2023 Q1	$496K	Sell	6,444 -1,698	-21%	-$129K	0.26%	95
2022 Q4	$605K	Sell	8,142 -5,926	-42%	-$439K	0.34%	74
2022 Q3	$1.04M	Sell	14,068 -3,869	-22%	-$299K	0.6%	39
2022 Q2	$1.41M	Sell	17,937 -10,324	-37%	-$810K	0.79%	31
2022 Q1	$2.3M	Sell	28,261 -3,936	-12%	-$332K	1.11%	20
2021 Q4	$2.82M	Buy	32,197 +645	+2%	+$57.2K	1.36%	18
2021 Q3	$2.83M	Buy	31,552 +1,631	+5%	+$148K	1.45%	18
2021 Q2	$2.69M	Sell	29,921 -12	-0%	-$1.07K	1.5%	16
2021 Q1	$2.65M	Buy	29,933 +1,806	+6%	+$164K	1.9%	15
2020 Q4	$2.61M	Buy	28,127 +69	+0.2%	+$6.43K	2.07%	15
2020 Q3	$2.62M	Buy	28,058 +957	+4%	+$89.6K	2.27%	13
2020 Q2	$2.52M	Buy	27,101 +23,593	+673%	+$2.16M	2.2%	12
2020 Q1	$312K	Sell	3,508 -428	-11%	-$38K	0.33%	68
2019 Q4	$343K	Buy	+3,936	New	+$345K	0.29%	83

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

Global Financial Private Client's BIV Position: Q2 2026 in Review

Global Financial Private Client increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 0.46% in Q2 2026, buying an estimated $2.92K and bringing the position to 8,287 shares worth $636K. The position accounts for 0.17% of the portfolio, ranked #143.

Global Financial Private Client first reported a position in BIV in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.83M in Q3 2021. 1,023 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

Global Financial Private Client held 8,287 shares of Vanguard Intermediate-Term Bond ETF worth $636K as of Q2 2026.
Global Financial Private Client bought 38 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $2.92K.
Vanguard Intermediate-Term Bond ETF made up 0.17% of Global Financial Private Client's portfolio in Q2 2026, its #143 holding.
Global Financial Private Client first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2019 and has held it in 27 quarters since.
Global Financial Private Client's Vanguard Intermediate-Term Bond ETF position peaked at $2.83M in Q3 2021.
1,023 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Global Financial Private Client's 13F filing for Q2 2026, filed 20 Jul 2026.