JKA
BIV icon

Jones Kertz & Associates’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Jones Kertz & Associates’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 		$287K Hold
3,738
– – 0.13% 62
2026
Q1 		$288K Hold
3,738
– – 0.15% 62
2025
Q4 		$291K Buy
+3,738
New +$292K 0.15% 61

Other funds holding BIV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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

Jones Kertz & Associates's BIV Position: Q2 2026 in Review

Jones Kertz & Associates held its Vanguard Intermediate-Term Bond ETF (BIV) position steady in Q2 2026 at 3,738 shares worth $287K. The position accounts for 0.13% of the portfolio, ranked #62.

Jones Kertz & Associates first reported a position in BIV in Q4 2025 and has held it in 3 quarters since. The position peaked at $291K in Q4 2025. 657 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • Jones Kertz & Associates held 3,738 shares of Vanguard Intermediate-Term Bond ETF worth $287K as of Q2 2026.
  • Jones Kertz & Associates left its Vanguard Intermediate-Term Bond ETF share count unchanged in Q2 2026.
  • Vanguard Intermediate-Term Bond ETF made up 0.13% of Jones Kertz & Associates's portfolio in Q2 2026, its #62 holding.
  • Jones Kertz & Associates first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Jones Kertz & Associates's Vanguard Intermediate-Term Bond ETF position peaked at $291K in Q4 2025.
  • 657 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Jones Kertz & Associates's 13F filing for Q2 2026, filed 23 Jul 2026.