Graney & King’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Graney & King’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	$3.65M	Sell	47,600 -775	-2%	-$59.5K	1.31%	15
2026 Q1	$3.73M	Buy	48,375 +1,097	+2%	+$85.4K	2.01%	14
2025 Q4	$3.68M	Buy	47,278 +28,038	+146%	+$2.19M	2.15%	13
2025 Q3	$1.5M	Sell	19,240 -1,954	-9%	-$151K	1.04%	16
2025 Q2	$1.64M	Buy	21,194 +546	+3%	+$41.6K	1.1%	17
2025 Q1	$1.58M	Buy	20,648 +980	+5%	+$73.9K	1.18%	17
2024 Q4	$1.47M	Buy	+19,668	New	+$1.5M	1.11%	17

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

Graney & King's BIV Position: Q2 2026 in Review

Graney & King reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 1.6% in Q2 2026, selling an estimated $59.5K and leaving 47,600 shares worth $3.65M. The position accounts for 1.31% of the portfolio, ranked #15.

Graney & King first reported a position in BIV in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.73M in Q1 2026. 1,020 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

Graney & King held 47,600 shares of Vanguard Intermediate-Term Bond ETF worth $3.65M as of Q2 2026.
Graney & King sold 775 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $59.5K.
Vanguard Intermediate-Term Bond ETF made up 1.31% of Graney & King's portfolio in Q2 2026, its #15 holding.
Graney & King first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2024 and has held it in 7 quarters since.
Graney & King's Vanguard Intermediate-Term Bond ETF position peaked at $3.73M in Q1 2026.
1,020 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Graney & King's 13F filing for Q2 2026, filed 7 Aug 2026.