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

Northstar 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 		$352K Hold
4,590
– – 0.05% 129
2026
Q1 		$354K Hold
4,590
– – 0.05% 127
2025
Q4 		$357K Hold
4,590
– – 0.05% 122
2025
Q3 		$358K Sell
4,590
-750
-14% -$58.1K 0.05% 117
2025
Q2 		$413K Sell
5,340
-200
-4% -$15.2K 0.06% 106
2025
Q1 		$424K Hold
5,540
– – 0.07% 97
2024
Q4 		$414K Sell
5,540
-550
-9% -$41.8K 0.07% 100
2024
Q3 		$477K Sell
6,090
-966
-14% -$74.5K 0.08% 92
2024
Q2 		$528K Sell
7,056
-315
-4% -$23.4K 0.1% 83
2024
Q1 		$556K Hold
7,371
– – 0.11% 84
2023
Q4 		$563K Sell
7,371
-375
-5% -$27.5K 0.12% 80
2023
Q3 		$560K Sell
7,746
-1,200
-13% -$88.8K 0.13% 83
2023
Q2 		$673K Sell
8,946
-500
-5% -$38.1K 0.16% 76
2023
Q1 		$725K Sell
9,446
-750
-7% -$56.8K 0.19% 74
2022
Q4 		$758K Sell
10,196
-2,400
-19% -$178K 0.21% 71
2022
Q3 		$925K Sell
12,596
-250
-2% -$19.3K 0.28% 66
2022
Q2 		$997K Sell
12,846
-425
-3% -$33.3K 0.29% 66
2022
Q1 		$1.09M Sell
13,271
-100
-0.7% -$8.44K 0.26% 67
2021
Q4 		$1.17M Sell
13,371
-1,050
-7% -$93.2K 0.28% 65
2021
Q3 		$1.29M Sell
14,421
-925
-6% -$83.8K 0.34% 64
2021
Q2 		$1.38M Sell
15,346
-550
-3% -$49.1K 0.36% 63
2021
Q1 		$1.41M Sell
15,896
-700
-4% -$63.6K 0.4% 59
2020
Q4 		$1.54M Sell
16,596
-450
-3% -$41.9K 0.47% 50
2020
Q3 		$1.59M Buy
17,046
+125
+0.7% +$11.7K 0.55% 47
2020
Q2 		$1.58M Hold
16,921
– – 0.64% 43
2020
Q1 		$1.51M Sell
16,921
-300
-2% -$26.6K 0.69% 40
2019
Q4 		$1.5M Buy
17,221
+200
+1% +$17.5K 0.57% 46
2019
Q3 		$1.5M Sell
17,021
-134
-0.8% -$11.7K 0.62% 44
2019
Q2 		$1.48M Sell
17,155
-35
-0.2% -$2.96K 0.63% 42
2019
Q1 		$1.44M Hold
17,190
– – 0.64% 37
2018
Q4 		$1.4M Sell
17,190
-2,651
-13% -$212K 0.71% 39
2018
Q3 		$1.57M Sell
19,841
-160
-0.8% -$12.9K 0.72% 37
2018
Q2 		$1.62M Sell
20,001
-5,016
-20% -$405K 0.82% 34
2018
Q1 		$2.05M Buy
25,017
+91
+0.4% +$7.47K 1.06% 28
2017
Q4 		$2.17M Buy
24,926
+1,950
+8% +$164K 1.15% 25
2017
Q3 		$1.89M Buy
22,976
+2,700
+13% +$229K 1.09% 25
2017
Q2 		$1.65M Buy
20,276
+1,050
+5% +$88.7K 1.02% 28
2017
Q1 		$1.54M Buy
19,226
+1,400
+8% +$117K 1.02% 29
2016
Q4 		$1.48M Hold
17,826
– – 1.02% 30
2016
Q3 		$1.56M Buy
17,826
+1,467
+9% +$129K 1.12% 24
2016
Q2 		$1.44M Buy
16,359
+1,950
+14% +$169K 1.07% 27
2016
Q1 		$1.24M Sell
14,409
-300
-2% -$25.4K 0.95% 28
2015
Q4 		$1.22M Buy
14,709
+1,050
+8% +$88.4K 0.97% 30
2015
Q3 		$1.16M Buy
13,659
+650
+5% +$54.7K 0.95% 28
2015
Q2 		$1.09M Sell
13,009
-700
-5% -$59.5K 0.83% 31
2015
Q1 		$1.18M Buy
13,709
+200
+1% +$17.2K 0.91% 27
2014
Q4 		$1.14M Buy
+13,509
New +$1.15M 0.9% 27

Other funds holding BIV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Northstar Group's BIV Position: Q2 2026 in Review

Northstar Group held its Vanguard Intermediate-Term Bond ETF (BIV) position steady in Q2 2026 at 4,590 shares worth $352K. The position accounts for 0.05% of the portfolio, ranked #129.

Northstar Group first reported a position in BIV in Q4 2014 and has held it in 47 quarters since. The position peaked at $2.17M in Q4 2017. 537 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • Northstar Group held 4,590 shares of Vanguard Intermediate-Term Bond ETF worth $352K as of Q2 2026.
  • Northstar Group left its Vanguard Intermediate-Term Bond ETF share count unchanged in Q2 2026.
  • Vanguard Intermediate-Term Bond ETF made up 0.05% of Northstar Group's portfolio in Q2 2026, its #129 holding.
  • Northstar Group first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2014 and has held it in 47 quarters since.
  • Northstar Group's Vanguard Intermediate-Term Bond ETF position peaked at $2.17M in Q4 2017.
  • 537 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Northstar Group's 13F filing for Q2 2026, filed 3 Aug 2026.