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Oarsman Capital’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Oarsman Capital’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 		$223K Sell
2,911
-127
-4% -$9.75K 0.02% 229
2026
Q1 		$234K Sell
3,038
-19
-0.6% -$1.48K 0.03% 209
2025
Q4 		$238K Buy
3,057
+154
+5% +$12K 0.03% 207
2025
Q3 		$227K Buy
2,903
+143
+5% +$11.1K 0.03% 220
2025
Q2 		$213K Buy
+2,760
New +$210K 0.03% 231
2025
Q1 		– Sell
-2,612
Closed -$195K – 312
2024
Q4 		$195K Buy
2,612
+344
+15% +$26.2K 0.03% 232
2024
Q3 		$178K Buy
+2,268
New +$175K 0.03% 257
2020
Q3 		– Sell
-2,453
Closed -$229K – 174
2020
Q2 		$229K Hold
2,453
– – 0.11% 145
2020
Q1 		$219K Sell
2,453
-620
-20% -$55K 0.2% 102
2019
Q4 		$268K Sell
3,073
-420
-12% -$36.8K 0.12% 153
2019
Q3 		$307K Sell
3,493
-500
-13% -$43.7K 0.15% 143
2019
Q2 		$345K Sell
3,993
-600
-13% -$50.7K 0.16% 129
2019
Q1 		$385K Sell
4,593
-340
-7% -$28K 0.18% 122
2018
Q4 		$401K Sell
4,933
-210
-4% -$16.8K 0.21% 112
2018
Q3 		$414K Sell
5,143
-1,047
-17% -$84.7K 0.17% 126
2018
Q2 		$501K Sell
6,190
-501
-7% -$40.5K 0.23% 112
2018
Q1 		$547K Sell
6,691
-143
-2% -$11.7K 0.25% 106
2017
Q4 		$573K Buy
6,834
+839
+14% +$70.7K 0.25% 105
2017
Q3 		$508K Buy
5,995
+130
+2% +$11K 0.21% 109
2017
Q2 		$496K Buy
5,865
+260
+5% +$22K 0.23% 108
2017
Q1 		$469K Buy
+5,605
New +$467K 0.22% 116
2016
Q4 		– Sell
-4,855
Closed -$426K – 152
2016
Q3 		$426K Hold
4,855
– – 0.22% 116
2016
Q2 		$428K Buy
4,855
+775
+19% +$67K 0.22% 114
2016
Q1 		$352K Buy
4,080
+270
+7% +$22.9K 0.19% 136
2015
Q4 		$316K Buy
+3,810
New +$321K 0.18% 142

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

Oarsman Capital's BIV Position: Q2 2026 in Review

Oarsman Capital reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 4.2% in Q2 2026, selling an estimated $9.75K and leaving 2,911 shares worth $223K. The position accounts for 0.02% of the portfolio, ranked #229.

Oarsman Capital first reported a position in BIV in Q4 2015 and has held it in 25 quarters since. The position peaked at $573K in Q4 2017. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • Oarsman Capital held 2,911 shares of Vanguard Intermediate-Term Bond ETF worth $223K as of Q2 2026.
  • Oarsman Capital sold 127 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $9.75K.
  • Vanguard Intermediate-Term Bond ETF made up 0.02% of Oarsman Capital's portfolio in Q2 2026, its #229 holding.
  • Oarsman Capital first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2015 and has held it in 25 quarters since.
  • Oarsman Capital's Vanguard Intermediate-Term Bond ETF position peaked at $573K in Q4 2017.
  • 1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Oarsman Capital's 13F filing for Q2 2026, filed 7 Aug 2026.