Nalls Sherbakoff Group’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Nalls Sherbakoff Group’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	$1.18M	Sell	15,348 -848	-5%	-$65.1K	0.84%	26
2026 Q1	$1.25M	Sell	16,196 -22	-0.1%	-$1.71K	0.92%	23
2025 Q4	$1.26M	Sell	16,218 -2,659	-14%	-$208K	0.91%	22
2025 Q3	$1.47M	Buy	18,877 +269	+1%	+$20.8K	0.99%	21
2025 Q2	$1.44M	Sell	18,608 -95	-0.5%	-$7.24K	1.05%	19
2025 Q1	$1.43M	Buy	+18,703	New	+$1.41M	1.16%	18
2023 Q4	$1.33M	Buy	17,397 +262	+2%	+$19.2K	1.18%	19
2023 Q3	$1.24M	Buy	17,135 +201	+1%	+$14.9K	1.21%	20
2023 Q2	$1.29M	Buy	16,934 +162	+1%	+$12.3K	1.26%	18
2023 Q1	$1.28M	Buy	+16,772	New	+$1.27M	1.27%	17
2018 Q4	$1.04M	Buy	+12,844	New	+$1.03M	1.67%	13

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

Nalls Sherbakoff Group's BIV Position: Q2 2026 in Review

Nalls Sherbakoff Group reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 5.2% in Q2 2026, selling an estimated $65.1K and leaving 15,348 shares worth $1.18M. The position accounts for 0.84% of the portfolio, ranked #26.

Nalls Sherbakoff Group first reported a position in BIV in Q4 2018 and has held it in 11 quarters since. The position peaked at $1.47M in Q3 2025. 1,021 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

Nalls Sherbakoff Group held 15,348 shares of Vanguard Intermediate-Term Bond ETF worth $1.18M as of Q2 2026.
Nalls Sherbakoff Group sold 848 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $65.1K.
Vanguard Intermediate-Term Bond ETF made up 0.84% of Nalls Sherbakoff Group's portfolio in Q2 2026, its #26 holding.
Nalls Sherbakoff Group first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2018 and has held it in 11 quarters since.
Nalls Sherbakoff Group's Vanguard Intermediate-Term Bond ETF position peaked at $1.47M in Q3 2025.
1,021 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Nalls Sherbakoff Group's 13F filing for Q2 2026, filed 17 Aug 2026.