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Northstar Financial Companies’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Northstar Financial Companies’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 		$1.34M Sell
17,472
-629
-3% -$48.3K 0.9% 32
2026
Q1 		$1.4M Buy
18,101
+1,290
+8% +$100K 1.11% 26
2025
Q4 		$1.31M Buy
16,811
+10,058
+149% +$787K 1.04% 26
2025
Q3 		$527K Buy
6,753
+1,921
+40% +$149K 0.49% 53
2025
Q2 		$374K Buy
+4,832
New +$368K 0.39% 63

Other funds holding BIV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return
ZF
Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
BA
BCM Advisors Lafayette, Louisiana $514M AUM 20.96% 1-Year Est. Return

Northstar Financial Companies's BIV Position: Q2 2026 in Review

Northstar Financial Companies reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 3.5% in Q2 2026, selling an estimated $48.3K and leaving 17,472 shares worth $1.34M. The position accounts for 0.9% of the portfolio, ranked #32.

Northstar Financial Companies first reported a position in BIV in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.4M in Q1 2026. 672 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • Northstar Financial Companies held 17,472 shares of Vanguard Intermediate-Term Bond ETF worth $1.34M as of Q2 2026.
  • Northstar Financial Companies sold 629 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $48.3K.
  • Vanguard Intermediate-Term Bond ETF made up 0.9% of Northstar Financial Companies's portfolio in Q2 2026, its #32 holding.
  • Northstar Financial Companies first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • Northstar Financial Companies's Vanguard Intermediate-Term Bond ETF position peaked at $1.4M in Q1 2026.
  • 672 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Northstar Financial Companies's 13F filing for Q2 2026, filed 6 Aug 2026.