Kovack Advisors’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.05M | Buy |
13,596
+27
| +0.2% | +$2.1K | 0.06% | 355 |
|
|
2025
Q4 | $1.06M | Buy |
13,569
+2,620
| +24% | +$205K | 0.05% | 351 |
|
|
2025
Q3 | $855K | Buy |
10,949
+199
| +2% | +$15.4K | 0.08% | 227 |
|
|
2025
Q2 | $831K | Buy |
10,750
+646
| +6% | +$49.2K | 0.08% | 226 |
|
|
2025
Q1 | $774K | Sell |
10,104
-1,805
| -15% | -$136K | 0.08% | 215 |
|
|
2024
Q4 | $890K | Buy |
11,909
+882
| +8% | +$67.1K | 0.09% | 188 |
|
|
2024
Q3 | $864K | Buy |
11,027
+2,150
| +24% | +$166K | 0.09% | 182 |
|
|
2024
Q2 | $665K | Buy |
8,877
+136
| +2% | +$10.1K | 0.07% | 244 |
|
|
2024
Q1 | $659K | Buy |
8,741
+11
| +0.1% | +$829 | 0.08% | 211 |
|
|
2023
Q4 | $667K | Buy |
8,730
+33
| +0.4% | +$2.42K | 0.08% | 241 |
|
|
2023
Q3 | $629K | Sell |
8,697
-7
| -0.1% | -$518 | 0.09% | 220 |
|
|
2023
Q2 | $655K | Sell |
8,704
-329
| -4% | -$25.1K | 0.08% | 231 |
|
|
2023
Q1 | $693K | Sell |
9,033
-1,001
| -10% | -$75.8K | 0.09% | 217 |
|
|
2022
Q4 | $746K | Sell |
10,034
-880
| -8% | -$65.2K | 0.11% | 201 |
|
|
2022
Q3 | $802K | Sell |
10,914
-730
| -6% | -$56.5K | 0.12% | 185 |
|
|
2022
Q2 | $904K | Sell |
11,644
-2,525
| -18% | -$198K | 0.12% | 182 |
|
|
2022
Q1 | $1.16M | Sell |
14,169
-1,044
| -7% | -$88.2K | 0.12% | 176 |
|
|
2021
Q4 | $1.33M | Buy |
15,213
+3,230
| +27% | +$287K | 0.13% | 176 |
|
|
2021
Q3 | $1.07M | Buy |
11,983
+214
| +2% | +$19.4K | 0.12% | 199 |
|
|
2021
Q2 | $1.06M | Buy |
11,769
+1,241
| +12% | +$111K | 0.12% | 196 |
|
|
2021
Q1 | $934K | Buy |
10,528
+888
| +9% | +$80.6K | 0.12% | 190 |
|
|
2020
Q4 | $895K | Buy |
9,640
+530
| +6% | +$49.4K | 0.13% | 179 |
|
|
2020
Q3 | $852K | Buy |
9,110
+4,333
| +91% | +$406K | 0.15% | 158 |
|
|
2020
Q2 | $445K | Buy |
4,777
+32
| +0.7% | +$2.93K | 0.09% | 232 |
|
|
2020
Q1 | $424K | Buy |
4,745
+217
| +5% | +$19.3K | 0.1% | 216 |
|
|
2019
Q4 | $395K | Sell |
4,528
-3,357
| -43% | -$294K | 0.07% | 299 |
|
|
2019
Q3 | $694K | Buy |
7,885
+467
| +6% | +$40.8K | 0.14% | 167 |
|
|
2019
Q2 | $642K | Buy |
7,418
+19
| +0.3% | +$1.6K | 0.15% | 167 |
|
|
2019
Q1 | $621K | Sell |
7,399
-242
| -3% | -$19.9K | 0.15% | 161 |
|
|
2018
Q4 | $621K | Buy |
7,641
+274
| +4% | +$21.9K | 0.18% | 138 |
|
|
2018
Q3 | $593K | Buy |
7,367
+3,715
| +102% | +$300K | 0.15% | 164 |
|
|
2018
Q2 | $296K | Sell |
3,652
-310
| -8% | -$25K | 0.08% | 273 |
|
|
2018
Q1 | $324K | Buy |
3,962
+257
| +7% | +$21.1K | 0.08% | 295 |
|
|
2017
Q4 | $311K | Sell |
3,705
-2,180
| -37% | -$184K | 0.08% | 296 |
|
|
2017
Q3 | $498K | Buy |
5,885
+475
| +9% | +$40.3K | 0.17% | 148 |
|
|
2017
Q2 | $457K | Buy |
5,410
+1,000
| +23% | +$84.5K | 0.14% | 170 |
|
|
2017
Q1 | $369K | Buy |
4,410
+131
| +3% | +$10.9K | 0.14% | 168 |
|
|
2016
Q4 | $355K | Buy |
4,279
+286
| +7% | +$24.3K | 0.17% | 146 |
|
|
2016
Q3 | $350K | Buy |
3,993
+205
| +5% | +$18K | 0.17% | 145 |
|
|
2016
Q2 | $334K | Buy |
3,788
+372
| +11% | +$32.2K | 0.18% | 135 |
|
|
2016
Q1 | $295K | Buy |
3,416
+90
| +3% | +$7.63K | 0.18% | 137 |
|
|
2015
Q4 | $276K | Buy |
3,326
+223
| +7% | +$18.8K | 0.18% | 146 |
|
|
2015
Q3 | $263K | Buy |
3,103
+149
| +5% | +$12.5K | 0.18% | 146 |
|
|
2015
Q2 | $248K | Buy |
2,954
+112
| +4% | +$9.52K | 0.18% | 159 |
|
|
2015
Q1 | $245K | Sell |
2,842
-3
| -0.1% | -$257 | 0.21% | 127 |
|
|
2014
Q4 | $241K | Buy |
2,845
+282
| +11% | +$24K | 0.25% | 108 |
|
|
2014
Q3 | $216K | Hold |
2,563
| – | – | 0.32% | 84 |
|
|
2014
Q2 | $217K | Buy |
+2,563
| New | +$216K | 0.31% | 77 |
|
Other funds holding BIV
EWA
TLFA
Kovack Advisors's BIV Position: Q1 2026 in Review
Kovack Advisors increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 0.2% in Q1 2026, buying an estimated $2.1K and bringing the position to 13,596 shares worth $1.05M. The position accounts for 0.06% of the portfolio, ranked #355.
Kovack Advisors first reported a position in BIV in Q2 2014 and has held it in 48 quarters since. The position peaked at $1.33M in Q4 2021. 1,005 funds tracked by Wall St. Rank hold BIV as of Q1 2026.
- Kovack Advisors held 13,596 shares of Vanguard Intermediate-Term Bond ETF worth $1.05M as of Q1 2026.
- Kovack Advisors bought 27 Vanguard Intermediate-Term Bond ETF shares in Q1 2026, an estimated $2.1K.
- Vanguard Intermediate-Term Bond ETF made up 0.06% of Kovack Advisors's portfolio in Q1 2026, its #355 holding.
- Kovack Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2014 and has held it in 48 quarters since.
- Kovack Advisors's Vanguard Intermediate-Term Bond ETF position peaked at $1.33M in Q4 2021.
- 1,005 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.
Based on Kovack Advisors's 13F filing for Q1 2026, filed 13 May 2026.