GIL
BIV icon

Go Invest LLC’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Go Invest LLC’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 		$9.56M Buy
124,592
+12,539
+11% +$963K 2.25% 6
2026
Q1 		$8.65M Buy
+112,053
New +$8.72M 2.48% 6

Other funds holding BIV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return
ZF
Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
BA
BCM Advisors Lafayette, Louisiana $514M AUM 20.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Go Invest LLC's BIV Position: Q2 2026 in Review

Go Invest LLC increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 11% in Q2 2026, buying an estimated $963K and bringing the position to 124,592 shares worth $9.56M. The position accounts for 2.25% of the portfolio, ranked #6.

Go Invest LLC first reported a position in BIV in Q1 2026 and has held it in 2 quarters since. 611 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • Go Invest LLC held 124,592 shares of Vanguard Intermediate-Term Bond ETF worth $9.56M as of Q2 2026.
  • Go Invest LLC bought 12,539 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $963K.
  • Vanguard Intermediate-Term Bond ETF made up 2.25% of Go Invest LLC's portfolio in Q2 2026, its #6 holding.
  • Go Invest LLC first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 611 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Go Invest LLC's 13F filing for Q2 2026, filed 5 Aug 2026.