Luther King Capital Management (LKCM)’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Luther King Capital Management (LKCM)’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	–	Hold	0	–	–	–	428
2026 Q1	–	Hold	0	–	–	–	421
2025 Q4	–	Hold	0	–	–	–	413
2025 Q3	–	Hold	0	–	–	–	423
2025 Q2	–	Hold	0	–	–	–	415
2025 Q1	–	Hold	0	–	–	–	410
2024 Q4	–	Hold	0	–	–	–	409
2024 Q3	–	Hold	0	–	–	–	377
2024 Q2	–	Hold	0	–	–	–	374
2024 Q1	–	Hold	0	–	–	–	379
2023 Q4	–	Hold	0	–	–	–	372
2023 Q3	–	Hold	0	–	–	–	453
2023 Q2	–	Hold	0	–	–	–	459
2023 Q1	–	Hold	0	–	–	–	446
2022 Q4	–	Hold	0	–	–	–	436
2022 Q3	–	Hold	0	–	–	–	438
2022 Q2	–	Hold	0	–	–	–	458
2022 Q1	–	Hold	0	–	–	–	446
2021 Q4	–	Hold	0	–	–	–	454
2021 Q3	–	Hold	0	–	–	–	450
2021 Q2	–	Hold	0	–	–	–	466
2021 Q1	–	Hold	0	–	–	–	430
2020 Q4	–	Hold	0	–	–	–	396
2020 Q3	–	Hold	0	–	–	–	324
2020 Q2	–	Hold	0	–	–	–	357
2020 Q1	–	Hold	0	–	–	–	347
2019 Q4	–	Hold	0	–	–	–	391
2019 Q3	–	Hold	0	–	–	–	373
2019 Q2	–	Hold	0	–	–	–	368
2019 Q1	–	Hold	0	–	–	–	398
2018 Q4	–	Hold	0	–	–	–	389
2018 Q3	–	Sell	-7,050	Closed	-$570K	–	414
2018 Q2	$571K	Hold	7,050	–	–	﹤0.01%	404
2018 Q1	$576K	Sell	7,050 -3,125	-31%	-$256K	﹤0.01%	407
2017 Q4	$853K	Buy	10,175 +370	+4%	+$31.2K	0.01%	372
2017 Q3	$830K	Hold	9,805	–	–	0.01%	370
2017 Q2	$829K	Hold	9,805	–	–	0.01%	365
2017 Q1	$820K	Buy	9,805 +1,000	+11%	+$83.3K	0.01%	367
2016 Q4	$731K	Buy	8,805 +155	+2%	+$13.2K	0.01%	373
2016 Q3	$758K	Hold	8,650	–	–	0.01%	369
2016 Q2	$762K	Buy	8,650 +235	+3%	+$20.3K	0.01%	372
2016 Q1	$726K	Hold	8,415	–	–	0.01%	372
2015 Q4	$699K	Hold	8,415	–	–	0.01%	384
2015 Q3	$714K	Hold	8,415	–	–	0.01%	379
2015 Q2	$706K	Hold	8,415	–	–	0.01%	400
2015 Q1	$725K	Hold	8,415	–	–	0.01%	394
2014 Q4	$713K	Hold	8,415	–	–	0.01%	402
2014 Q3	$709K	Hold	8,415	–	–	0.01%	420
2014 Q2	$713K	Hold	8,415	–	–	0.01%	414
2014 Q1	$701K	Hold	8,415	–	–	0.01%	409
2013 Q4	$688K	Sell	8,415 -1,100	-12%	-$91.8K	0.01%	420
2013 Q3	$795K	Hold	9,515	–	–	0.01%	463
2013 Q2	$794K	Buy	+9,515	New	+$827K	0.01%	458

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

Luther King Capital Management (LKCM)'s BIV Position: Q2 2026 in Review

Luther King Capital Management (LKCM) held its Vanguard Intermediate-Term Bond ETF (BIV) position steady in Q2 2026 at 0 shares worth $945K. The position accounts for ﹤0.01% of the portfolio, ranked #428.

Luther King Capital Management (LKCM) first reported a position in BIV in Q2 2013 and has held it in 21 quarters since. The position peaked at $853K in Q4 2017. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

Luther King Capital Management (LKCM) held 0 shares of Vanguard Intermediate-Term Bond ETF worth $945K as of Q2 2026.
Luther King Capital Management (LKCM) left its Vanguard Intermediate-Term Bond ETF share count unchanged in Q2 2026.
Vanguard Intermediate-Term Bond ETF made up ﹤0.01% of Luther King Capital Management (LKCM)'s portfolio in Q2 2026, its #428 holding.
Luther King Capital Management (LKCM) first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2013 and has held it in 21 quarters since.
Luther King Capital Management (LKCM)'s Vanguard Intermediate-Term Bond ETF position peaked at $853K in Q4 2017.
1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Luther King Capital Management (LKCM)'s 13F filing for Q2 2026, filed 10 Aug 2026.