Nabity-Jensen Investment Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Nabity-Jensen Investment Management’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	$2.85M	Buy	37,167 +135	+0.4%	+$10.4K	1.75%	14
2026 Q1	$2.86M	Buy	37,032 +1,584	+4%	+$123K	1.98%	12
2025 Q4	$2.76M	Sell	35,448 -204	-0.6%	-$16K	1.87%	14
2025 Q3	$2.78M	Buy	35,652 +235	+0.7%	+$18.2K	1.93%	14
2025 Q2	$2.74M	Buy	35,417 +333	+0.9%	+$25.4K	2.02%	14
2025 Q1	$2.69M	Buy	35,084 +5,411	+18%	+$408K	2.13%	13
2024 Q4	$2.22M	Buy	29,673 +382	+1%	+$29K	1.67%	15
2024 Q3	$2.3M	Buy	29,291 +91	+0.3%	+$7.02K	1.76%	15
2024 Q2	$2.19M	Buy	29,200 +1,332	+5%	+$99K	1.79%	15
2024 Q1	$2.1M	Buy	27,868 +642	+2%	+$48.4K	1.73%	15
2023 Q4	$2.08M	Buy	+27,226	New	+$1.99M	1.87%	14

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

Nabity-Jensen Investment Management's BIV Position: Q2 2026 in Review

Nabity-Jensen Investment Management increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 0.36% in Q2 2026, buying an estimated $10.4K and bringing the position to 37,167 shares worth $2.85M. The position accounts for 1.75% of the portfolio, ranked #14.

Nabity-Jensen Investment Management first reported a position in BIV in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.86M in Q1 2026. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

Nabity-Jensen Investment Management held 37,167 shares of Vanguard Intermediate-Term Bond ETF worth $2.85M as of Q2 2026.
Nabity-Jensen Investment Management bought 135 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $10.4K.
Vanguard Intermediate-Term Bond ETF made up 1.75% of Nabity-Jensen Investment Management's portfolio in Q2 2026, its #14 holding.
Nabity-Jensen Investment Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2023 and has held it in 11 quarters since.
Nabity-Jensen Investment Management's Vanguard Intermediate-Term Bond ETF position peaked at $2.86M in Q1 2026.
1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Nabity-Jensen Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.