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Godfrey Financial Associates’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Godfrey Financial Associates’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 		$17.4K Hold
227
– – 0.01% 373
2026
Q1 		$17.5K Sell
227
-54
-19% -$4.2K 0.02% 350
2025
Q4 		$21.9K Buy
+281
New +$22K 0.02% 318

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EWA
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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

Godfrey Financial Associates's BIV Position: Q2 2026 in Review

Godfrey Financial Associates held its Vanguard Intermediate-Term Bond ETF (BIV) position steady in Q2 2026 at 227 shares worth $17.4K. The position accounts for 0.01% of the portfolio, ranked #373.

Godfrey Financial Associates first reported a position in BIV in Q4 2025 and has held it in 3 quarters since. The position peaked at $21.9K in Q4 2025. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • Godfrey Financial Associates held 227 shares of Vanguard Intermediate-Term Bond ETF worth $17.4K as of Q2 2026.
  • Godfrey Financial Associates left its Vanguard Intermediate-Term Bond ETF share count unchanged in Q2 2026.
  • Vanguard Intermediate-Term Bond ETF made up 0.01% of Godfrey Financial Associates's portfolio in Q2 2026, its #373 holding.
  • Godfrey Financial Associates first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Godfrey Financial Associates's Vanguard Intermediate-Term Bond ETF position peaked at $21.9K in Q4 2025.
  • 1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Godfrey Financial Associates's 13F filing for Q2 2026, filed 11 Aug 2026.