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Kuhn & Co Investment Counsel’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Kuhn & Co Investment Counsel’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 		$2.82M Buy
36,798
+3,005
+9% +$231K 1.63% 14
2026
Q1 		$2.61M Buy
33,793
+9,880
+41% +$769K 1.68% 15
2025
Q4 		$1.86M Buy
23,913
+2,932
+14% +$229K 1.24% 23
2025
Q3 		$1.64M Buy
20,981
+15,618
+291% +$1.21M 1.3% 21
2025
Q2 		$415K Buy
+5,363
New +$408K 0.31% 91

Other funds holding BIV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Kuhn & Co Investment Counsel's BIV Position: Q2 2026 in Review

Kuhn & Co Investment Counsel increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 8.9% in Q2 2026, buying an estimated $231K and bringing the position to 36,798 shares worth $2.82M. The position accounts for 1.63% of the portfolio, ranked #14.

Kuhn & Co Investment Counsel first reported a position in BIV in Q2 2025 and has held it in 5 quarters since. 537 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • Kuhn & Co Investment Counsel held 36,798 shares of Vanguard Intermediate-Term Bond ETF worth $2.82M as of Q2 2026.
  • Kuhn & Co Investment Counsel bought 3,005 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $231K.
  • Vanguard Intermediate-Term Bond ETF made up 1.63% of Kuhn & Co Investment Counsel's portfolio in Q2 2026, its #14 holding.
  • Kuhn & Co Investment Counsel first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • 537 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Kuhn & Co Investment Counsel's 13F filing for Q2 2026, filed 31 Jul 2026.