Joel Isaacson & Co’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Joel Isaacson & Co’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	$9.59M	Buy	125,024 +6,049	+5%	+$464K	0.28%	47
2026 Q1	$9.18M	Buy	118,975 +5,176	+5%	+$403K	0.3%	44
2025 Q4	$8.86M	Buy	113,799 +6,633	+6%	+$519K	0.29%	41
2025 Q3	$8.37M	Buy	107,166 +17,977	+20%	+$1.39M	0.3%	42
2025 Q2	$6.9M	Buy	89,189 +348	+0.4%	+$26.5K	0.28%	45
2025 Q1	$6.8M	Buy	88,841 +8,568	+11%	+$646K	0.31%	41
2024 Q4	$6M	Buy	80,273 +15,966	+25%	+$1.21M	0.27%	44
2024 Q3	$5.04M	Buy	64,307 +21,086	+49%	+$1.63M	0.24%	43
2024 Q2	$3.24M	Buy	43,221 +8,831	+26%	+$656K	0.17%	57
2024 Q1	$2.59M	Buy	34,390 +15,234	+80%	+$1.15M	0.14%	73
2023 Q4	$1.46M	Buy	19,156 +12,735	+198%	+$933K	0.09%	99
2023 Q3	$464K	Buy	6,421 +1,623	+34%	+$120K	0.03%	194
2023 Q2	$361K	Hold	4,798	–	–	0.02%	229
2023 Q1	$368K	Hold	4,798	–	–	0.03%	221
2022 Q4	$357K	Sell	4,798 -2,285	-32%	-$169K	0.03%	218
2022 Q3	$520K	Buy	7,083 +64	+0.9%	+$4.95K	0.04%	162
2022 Q2	$545K	Hold	7,019	–	–	0.05%	158
2022 Q1	$556K	Sell	7,019 -1,229	-15%	-$104K	0.04%	169
2021 Q4	$723K	Hold	8,248	–	–	0.05%	150
2021 Q3	$738K	Hold	8,248	–	–	0.06%	145
2021 Q2	$742K	Hold	8,248	–	–	0.06%	134
2021 Q1	$732K	Hold	8,248	–	–	0.06%	118
2020 Q4	$766K	Hold	8,248	–	–	0.08%	109
2020 Q3	$771K	Buy	8,248 +1,000	+14%	+$93.7K	0.1%	93
2020 Q2	$675K	Hold	7,248	–	–	0.1%	97
2020 Q1	$647K	Hold	7,248	–	–	0.11%	83
2019 Q4	$632K	Buy	7,248 +298	+4%	+$26.1K	0.08%	105
2019 Q3	$612K	Hold	6,950	–	–	0.09%	102
2019 Q2	$601K	Buy	6,950 +700	+11%	+$59.1K	0.09%	109
2019 Q1	$525K	Buy	6,250 +500	+9%	+$41.2K	0.08%	130
2018 Q4	$469K	Buy	5,750 +300	+6%	+$24K	0.07%	135
2018 Q3	$439K	Hold	5,450	–	–	0.07%	134
2018 Q2	$441K	Buy	5,450 +500	+10%	+$40.4K	0.07%	130
2018 Q1	$405K	Sell	4,950 -1,400	-22%	-$115K	0.07%	131
2017 Q4	$532K	Buy	6,350 +450	+8%	+$37.9K	0.09%	103
2017 Q3	$499K	Buy	5,900 +45	+0.8%	+$3.82K	0.09%	100
2017 Q2	$495K	Sell	5,855 -700	-11%	-$59.1K	0.09%	96
2017 Q1	$548K	Buy	6,555 +600	+10%	+$50K	0.11%	86
2016 Q4	$495K	Hold	5,955	–	–	0.1%	86
2016 Q3	$522K	Hold	5,955	–	–	0.11%	86
2016 Q2	$524K	Buy	5,955 +1,000	+20%	+$86.5K	0.11%	81
2016 Q1	$427K	Buy	4,955 +1,000	+25%	+$84.7K	0.09%	103
2015 Q4	$329K	Buy	3,955 +1,000	+34%	+$84.2K	0.08%	119
2015 Q3	$251K	Buy	2,955 +355	+14%	+$29.9K	0.07%	127
2015 Q2	$218K	Buy	2,600 +1,525	+142%	+$130K	0.06%	152
2015 Q1	$93K	Buy	+1,075	New	+$92.3K	0.02%	266

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

Joel Isaacson & Co's BIV Position: Q2 2026 in Review

Joel Isaacson & Co increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 5.1% in Q2 2026, buying an estimated $464K and bringing the position to 125,024 shares worth $9.59M. The position accounts for 0.28% of the portfolio, ranked #47.

Joel Isaacson & Co first reported a position in BIV in Q1 2015 and has held it in 46 quarters since. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

Joel Isaacson & Co held 125,024 shares of Vanguard Intermediate-Term Bond ETF worth $9.59M as of Q2 2026.
Joel Isaacson & Co bought 6,049 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $464K.
Vanguard Intermediate-Term Bond ETF made up 0.28% of Joel Isaacson & Co's portfolio in Q2 2026, its #47 holding.
Joel Isaacson & Co first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2015 and has held it in 46 quarters since.
1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Joel Isaacson & Co's 13F filing for Q2 2026, filed 4 Aug 2026.