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North Star Investment Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

North Star 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 		$75.1K Buy
979
+7
+0.7% +$537 ﹤0.01% 665
2026
Q1 		$75.1K Buy
972
+4
+0.4% +$311 ﹤0.01% 651
2025
Q4 		$75.4K Buy
968
+8
+0.8% +$626 ﹤0.01% 598
2025
Q3 		$75K Buy
960
+6
+0.6% +$465 ﹤0.01% 580
2025
Q2 		$73.8K Buy
954
+6
+0.6% +$457 0.01% 570
2025
Q1 		$72.6K Buy
948
+341
+56% +$25.7K 0.01% 556
2024
Q4 		$45.3K Buy
607
+8
+1% +$608 ﹤0.01% 632
2024
Q3 		$46.9K Sell
599
-791
-57% -$61K ﹤0.01% 610
2024
Q2 		$104K Buy
1,390
+5
+0.4% +$372 0.01% 489
2024
Q1 		$104K Buy
1,385
+4
+0.3% +$301 0.01% 499
2023
Q4 		$106K Buy
1,381
+6
+0.4% +$439 0.01% 491
2023
Q3 		$99.4K Buy
1,375
+233
+20% +$17.2K 0.01% 502
2023
Q2 		$85.9K Sell
1,142
-1,067
-48% -$81.3K 0.01% 522
2023
Q1 		$170K Buy
2,209
+1
+0% +$76 0.01% 447
2022
Q4 		$164K Sell
2,208
-255
-10% -$18.9K 0.01% 435
2022
Q3 		$181K Buy
2,463
+596
+32% +$46.1K 0.02% 379
2022
Q2 		$145K Hold
1,867
– – 0.01% 401
2022
Q1 		$153K Hold
1,867
– – 0.01% 407
2021
Q4 		$164K Hold
1,867
– – 0.01% 418
2021
Q3 		$167K Hold
1,867
– – 0.01% 403
2021
Q2 		$168K Buy
1,867
+797
+74% +$71.2K 0.01% 405
2021
Q1 		$95K Hold
1,070
– – 0.01% 455
2020
Q4 		$99K Buy
+1,070
New +$99.6K 0.01% 436

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

North Star Investment Management's BIV Position: Q2 2026 in Review

North Star Investment Management increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 0.72% in Q2 2026, buying an estimated $537 and bringing the position to 979 shares worth $75.1K. The position accounts for ﹤0.01% of the portfolio, ranked #665.

North Star Investment Management first reported a position in BIV in Q4 2020 and has held it in 23 quarters since. The position peaked at $181K in Q3 2022. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • North Star Investment Management held 979 shares of Vanguard Intermediate-Term Bond ETF worth $75.1K as of Q2 2026.
  • North Star Investment Management bought 7 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $537.
  • Vanguard Intermediate-Term Bond ETF made up ﹤0.01% of North Star Investment Management's portfolio in Q2 2026, its #665 holding.
  • North Star Investment Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2020 and has held it in 23 quarters since.
  • North Star Investment Management's Vanguard Intermediate-Term Bond ETF position peaked at $181K in Q3 2022.
  • 1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on North Star Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.