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Naples Global Advisors’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Naples Global Advisors’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 		$9.13M Buy
119,009
+14,617
+14% +$1.12M 0.56% 47
2026
Q1 		$8.06M Buy
104,392
+19,193
+23% +$1.49M 0.59% 47
2025
Q4 		$6.64M Buy
85,199
+15,937
+23% +$1.25M 0.5% 64
2025
Q3 		$5.41M Buy
69,262
+10,970
+19% +$849K 0.42% 71
2025
Q2 		$4.51M Buy
58,292
+18,514
+47% +$1.41M 0.39% 79
2025
Q1 		$3.05M Buy
39,778
+6,720
+20% +$507K 0.29% 97
2024
Q4 		$2.47M Buy
33,058
+428
+1% +$32.5K 0.23% 115
2024
Q3 		$2.56M Sell
32,630
-5,629
-15% -$434K 0.24% 114
2024
Q2 		$2.87M Buy
38,259
+954
+3% +$70.9K 0.29% 97
2024
Q1 		$2.81M Buy
37,305
+2,859
+8% +$215K 0.29% 103
2023
Q4 		$2.63M Buy
34,446
+7,740
+29% +$567K 0.29% 104
2023
Q3 		$1.93M Buy
26,706
+2,907
+12% +$215K 0.23% 121
2023
Q2 		$1.79M Buy
23,799
+104
+0.4% +$7.92K 0.21% 136
2023
Q1 		$1.82M Buy
23,695
+11,060
+88% +$838K 0.23% 134
2022
Q4 		$939K Sell
12,635
-5,438
-30% -$403K 0.12% 209
2022
Q3 		$1.33M Sell
18,073
-4,780
-21% -$370K 0.18% 162
2022
Q2 		$1.77M Sell
22,853
-3,408
-13% -$267K 0.23% 133
2022
Q1 		$2.15M Sell
26,261
-395
-1% -$33.4K 0.25% 128
2021
Q4 		$2.34M Buy
26,656
+4,660
+21% +$413K 0.27% 108
2021
Q3 		$1.97M Buy
21,996
+5,650
+35% +$512K 0.26% 120
2021
Q2 		$1.47M Buy
16,346
+5,018
+44% +$448K 0.2% 145
2021
Q1 		$1M Buy
11,328
+3,265
+40% +$297K 0.15% 178
2020
Q4 		$749K Buy
8,063
+4,310
+115% +$401K 0.13% 197
2020
Q3 		$351K Buy
+3,753
New +$351K 0.07% 257

Other funds holding BIV

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Baird Financial Group
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Naples Global Advisors's BIV Position: Q2 2026 in Review

Naples Global Advisors increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 14% in Q2 2026, buying an estimated $1.12M and bringing the position to 119,009 shares worth $9.13M. The position accounts for 0.56% of the portfolio, ranked #47.

Naples Global Advisors first reported a position in BIV in Q3 2020 and has held it in 24 quarters since. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • Naples Global Advisors held 119,009 shares of Vanguard Intermediate-Term Bond ETF worth $9.13M as of Q2 2026.
  • Naples Global Advisors bought 14,617 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $1.12M.
  • Vanguard Intermediate-Term Bond ETF made up 0.56% of Naples Global Advisors's portfolio in Q2 2026, its #47 holding.
  • Naples Global Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q3 2020 and has held it in 24 quarters since.
  • 1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Naples Global Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.