IIM
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IFC & Insurance Marketing’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

IFC & Insurance Marketing’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 		$6.31M Buy
82,235
+1,945
+2% +$149K 5.55% 6
2026
Q1 		$6.2M Sell
80,290
-119,958
-60% -$9.34M 6.47% 4
2025
Q4 		$15.6M Buy
+200,248
New +$15.7M 15.47% 1

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

IFC & Insurance Marketing's BIV Position: Q2 2026 in Review

IFC & Insurance Marketing increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 2.4% in Q2 2026, buying an estimated $149K and bringing the position to 82,235 shares worth $6.31M. The position accounts for 5.55% of the portfolio, ranked #6.

IFC & Insurance Marketing first reported a position in BIV in Q4 2025 and has held it in 3 quarters since. The position peaked at $15.6M in Q4 2025. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • IFC & Insurance Marketing held 82,235 shares of Vanguard Intermediate-Term Bond ETF worth $6.31M as of Q2 2026.
  • IFC & Insurance Marketing bought 1,945 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $149K.
  • Vanguard Intermediate-Term Bond ETF made up 5.55% of IFC & Insurance Marketing's portfolio in Q2 2026, its #6 holding.
  • IFC & Insurance Marketing first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • IFC & Insurance Marketing's Vanguard Intermediate-Term Bond ETF position peaked at $15.6M in Q4 2025.
  • 1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on IFC & Insurance Marketing's 13F filing for Q2 2026, filed 9 Jul 2026.