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Hanlon Investment Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Hanlon Investment Management’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 		$336K Sell
4,385
-118
-3% -$9.06K 0.18% 167
2026
Q1 		$348K Sell
4,503
-1,148
-20% -$89.4K 0.19% 164
2025
Q4 		$440K Sell
5,651
-314
-5% -$24.6K 0.24% 137
2025
Q3 		$466K Buy
5,965
+190
+3% +$14.7K 0.28% 119
2025
Q2 		$447K Sell
5,775
-585
-9% -$44.6K 0.32% 109
2025
Q1 		$487K Sell
6,360
-19,801
-76% -$1.49M 0.37% 92
2024
Q4 		$1.96M Sell
26,161
-81
-0.3% -$6.16K 0.53% 29
2024
Q3 		$2.06M Buy
26,242
+388
+2% +$29.9K 0.58% 32
2024
Q2 		$1.94M Buy
25,854
+609
+2% +$45.3K 0.57% 34
2024
Q1 		$1.9M Buy
25,245
+1,241
+5% +$93.5K 0.58% 32
2023
Q4 		$1.83M Sell
24,004
-904
-4% -$66.2K 0.58% 34
2023
Q3 		$1.8M Sell
24,908
-3,664
-13% -$271K 0.54% 31
2023
Q2 		$2.15M Buy
28,572
+389
+1% +$29.6K 0.62% 32
2023
Q1 		$2.16M Sell
28,183
-2,897
-9% -$219K 0.64% 25
2022
Q4 		$2.31M Sell
31,080
-636
-2% -$47.1K 0.79% 23
2022
Q3 		$2.33M Buy
31,716
+6,266
+25% +$485K 0.88% 22
2022
Q2 		$1.98M Sell
25,450
-4,556
-15% -$357K 0.48% 42
2022
Q1 		$2.46M Sell
30,006
-2,819
-9% -$238K 0.53% 42
2021
Q4 		$2.88M Buy
32,825
+413
+1% +$36.6K 0.56% 41
2021
Q3 		$2.9M Buy
32,412
+1,255
+4% +$114K 0.6% 37
2021
Q2 		$2.8M Buy
31,157
+2,261
+8% +$202K 0.57% 35
2021
Q1 		$2.56M Buy
28,896
+4,838
+20% +$439K 0.56% 40
2020
Q4 		$2.23M Sell
24,058
-3,470
-13% -$323K 0.47% 40
2020
Q3 		$2.57M Buy
+27,528
New +$2.58M 0.8% 30

Other funds holding BIV

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
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

Hanlon Investment Management's BIV Position: Q2 2026 in Review

Hanlon Investment Management reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 2.6% in Q2 2026, selling an estimated $9.06K and leaving 4,385 shares worth $336K. The position accounts for 0.18% of the portfolio, ranked #167.

Hanlon Investment Management first reported a position in BIV in Q3 2020 and has held it in 24 quarters since. The position peaked at $2.9M in Q3 2021. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • Hanlon Investment Management held 4,385 shares of Vanguard Intermediate-Term Bond ETF worth $336K as of Q2 2026.
  • Hanlon Investment Management sold 118 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $9.06K.
  • Vanguard Intermediate-Term Bond ETF made up 0.18% of Hanlon Investment Management's portfolio in Q2 2026, its #167 holding.
  • Hanlon Investment Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q3 2020 and has held it in 24 quarters since.
  • Hanlon Investment Management's Vanguard Intermediate-Term Bond ETF position peaked at $2.9M in Q3 2021.
  • 1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Hanlon Investment Management's 13F filing for Q2 2026, filed 31 Jul 2026.