Kelleher Financial Advisors’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Kelleher Financial Advisors’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	$205K	Buy	2,670 +1,335	+100%	+$102K	0.03%	271
2026 Q1	$103K	Hold	1,335	–	–	0.03%	285
2025 Q4	$104K	Buy	1,335 +945	+242%	+$73.9K	0.02%	299
2025 Q3	$30.5K	Buy	+390	New	+$30.2K	0.01%	388
2022 Q2	–	Sell	-2,557	Closed	-$209K	–	138
2022 Q1	$209K	Buy	2,557 +11	+0.4%	+$929	0.12%	107
2021 Q4	$223K	Buy	2,546 +26	+1%	+$2.31K	0.12%	113
2021 Q3	$225K	Hold	2,520	–	–	0.1%	134
2021 Q2	$226K	Hold	2,520	–	–	0.13%	110
2021 Q1	$223K	Buy	+2,520	New	+$229K	0.14%	101

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

Kelleher Financial Advisors's BIV Position: Q2 2026 in Review

Kelleher Financial Advisors increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 100% in Q2 2026, buying an estimated $102K and bringing the position to 2,670 shares worth $205K. The position accounts for 0.03% of the portfolio, ranked #271.

Kelleher Financial Advisors first reported a position in BIV in Q1 2021 and has held it in 9 quarters since. The position peaked at $226K in Q2 2021. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

Kelleher Financial Advisors held 2,670 shares of Vanguard Intermediate-Term Bond ETF worth $205K as of Q2 2026.
Kelleher Financial Advisors bought 1,335 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $102K.
Vanguard Intermediate-Term Bond ETF made up 0.03% of Kelleher Financial Advisors's portfolio in Q2 2026, its #271 holding.
Kelleher Financial Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2021 and has held it in 9 quarters since.
Kelleher Financial Advisors's Vanguard Intermediate-Term Bond ETF position peaked at $226K in Q2 2021.
1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Kelleher Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.