Kelman-Lazarov Inc’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Kelman-Lazarov Inc’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	$2.92M	Sell	38,005 -350	-0.9%	-$26.9K	0.38%	36
2026 Q1	$2.96M	Sell	38,355 -4,182	-10%	-$326K	0.42%	36
2025 Q4	$3.31M	Buy	42,537 +1,570	+4%	+$123K	0.47%	33
2025 Q3	$3.2M	Sell	40,967 -2,086	-5%	-$161K	0.47%	31
2025 Q2	$3.33M	Sell	43,053 -1,805	-4%	-$137K	0.54%	29
2025 Q1	$3.43M	Buy	44,858 +1,715	+4%	+$129K	0.62%	25
2024 Q4	$3.22M	Sell	43,143 -2,006	-4%	-$153K	0.58%	29
2024 Q3	$3.54M	Buy	45,149 +6,270	+16%	+$483K	0.61%	28
2024 Q2	$2.91M	Sell	38,879 -14,956	-28%	-$1.11M	0.54%	29
2024 Q1	$4.06M	Sell	53,835 -3,747	-7%	-$282K	0.79%	24
2023 Q4	$4.4M	Sell	57,582 -16,357	-22%	-$1.2M	0.95%	21
2023 Q3	$5.35M	Sell	73,939 -8,421	-10%	-$623K	1.26%	19
2023 Q2	$6.2M	Sell	82,360 -7,946	-9%	-$605K	1.49%	15
2023 Q1	$6.93M	Buy	90,306 +7,750	+9%	+$587K	1.8%	15
2022 Q4	$6.14M	Sell	82,556 -74,384	-47%	-$5.51M	1.73%	15
2022 Q3	$11.5M	Sell	156,940 -105,003	-40%	-$8.12M	3.92%	8
2022 Q2	$20.3M	Buy	+261,943	New	+$20.5M	6.87%	6

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

Kelman-Lazarov Inc's BIV Position: Q2 2026 in Review

Kelman-Lazarov Inc reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 0.91% in Q2 2026, selling an estimated $26.9K and leaving 38,005 shares worth $2.92M. The position accounts for 0.38% of the portfolio, ranked #36.

Kelman-Lazarov Inc first reported a position in BIV in Q2 2022 and has held it in 17 quarters since. The position peaked at $20.3M in Q2 2022. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

Kelman-Lazarov Inc held 38,005 shares of Vanguard Intermediate-Term Bond ETF worth $2.92M as of Q2 2026.
Kelman-Lazarov Inc sold 350 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $26.9K.
Vanguard Intermediate-Term Bond ETF made up 0.38% of Kelman-Lazarov Inc's portfolio in Q2 2026, its #36 holding.
Kelman-Lazarov Inc first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2022 and has held it in 17 quarters since.
Kelman-Lazarov Inc's Vanguard Intermediate-Term Bond ETF position peaked at $20.3M in Q2 2022.
1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Kelman-Lazarov Inc's 13F filing for Q2 2026, filed 10 Aug 2026.