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 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 $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

TLFA

True Link Financial Advisors San Francisco, California $1.62B AUM 8.33% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Graney & King's BIV Position: Q1 2026 in Review

Graney & King increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 2.3% in Q1 2026, buying an estimated $85.4K and bringing the position to 48,375 shares worth $3.73M. The position accounts for 2.01% of the portfolio, ranked #14.

Graney & King first reported a position in BIV in Q4 2024 and has held it in 6 quarters since. 1,005 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

Graney & King held 48,375 shares of Vanguard Intermediate-Term Bond ETF worth $3.73M as of Q1 2026.
Graney & King bought 1,097 Vanguard Intermediate-Term Bond ETF shares in Q1 2026, an estimated $85.4K.
Vanguard Intermediate-Term Bond ETF made up 2.01% of Graney & King's portfolio in Q1 2026, its #14 holding.
Graney & King first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2024 and has held it in 6 quarters since.
1,005 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

Based on Graney & King's 13F filing for Q1 2026, filed 18 May 2026.