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 Q2	$2.44M	Sell	31,779 -4,361	-12%	-$335K	0.8%	39
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 $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

Lynx Investment Advisory's BIV Position: Q2 2026 in Review

Lynx Investment Advisory reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 12% in Q2 2026, selling an estimated $335K and leaving 31,779 shares worth $2.44M. The position accounts for 0.8% of the portfolio, ranked #39.

Lynx Investment Advisory first reported a position in BIV in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.81M in Q3 2025. 1,020 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

Lynx Investment Advisory held 31,779 shares of Vanguard Intermediate-Term Bond ETF worth $2.44M as of Q2 2026.
Lynx Investment Advisory sold 4,361 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $335K.
Vanguard Intermediate-Term Bond ETF made up 0.8% of Lynx Investment Advisory's portfolio in Q2 2026, its #39 holding.
Lynx Investment Advisory first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2024 and has held it in 9 quarters since.
Lynx Investment Advisory's Vanguard Intermediate-Term Bond ETF position peaked at $2.81M in Q3 2025.
1,020 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Lynx Investment Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.