Lynx Investment Advisory’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Lynx Investment Advisory’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 Q1	$2.79M	Buy	36,140 +1,297	+4%	+$101K	1.33%	21
2025 Q4	$2.71M	Sell	34,843 -1,096	-3%	-$85.7K	1.48%	19
2025 Q3	$2.81M	Buy	35,939 +6,698	+23%	+$519K	1.68%	18
2025 Q2	$2.26M	Buy	29,241 +219	+0.8%	+$16.7K	1.48%	18
2025 Q1	$2.22M	Buy	29,022 +105	+0.4%	+$7.92K	1.48%	19
2024 Q4	$2.16M	Buy	28,917 +1,920	+7%	+$146K	1.47%	19
2024 Q3	$2.12M	Buy	26,997 +5,840	+28%	+$450K	1.52%	20
2024 Q2	$1.58M	Buy	+21,157	New	+$1.57M	1.17%	23

Other funds holding BIV

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

TLFA

True Link Financial Advisors San Francisco, California $1.62B AUM 8.33% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Lynx Investment Advisory's BIV Position: Q1 2026 in Review

Lynx Investment Advisory increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 3.7% in Q1 2026, buying an estimated $101K and bringing the position to 36,140 shares worth $2.79M. The position accounts for 1.33% of the portfolio, ranked #21.

Lynx Investment Advisory first reported a position in BIV in Q2 2024 and has held it in 8 quarters since. The position peaked at $2.81M in Q3 2025. 1,005 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

Lynx Investment Advisory held 36,140 shares of Vanguard Intermediate-Term Bond ETF worth $2.79M as of Q1 2026.
Lynx Investment Advisory bought 1,297 Vanguard Intermediate-Term Bond ETF shares in Q1 2026, an estimated $101K.
Vanguard Intermediate-Term Bond ETF made up 1.33% of Lynx Investment Advisory's portfolio in Q1 2026, its #21 holding.
Lynx Investment Advisory first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2024 and has held it in 8 quarters since.
Lynx Investment Advisory's Vanguard Intermediate-Term Bond ETF position peaked at $2.81M in Q3 2025.
1,005 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

Based on Lynx Investment Advisory's 13F filing for Q1 2026, filed 24 Apr 2026.