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

Parker Financial’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	$7.65M	Buy	99,771 +683	+0.7%	+$52.4K	2.8%	10
2026 Q1	$7.63M	Buy	99,088 +5,965	+6%	+$464K	3.05%	8
2025 Q4	$7.25M	Buy	93,123 +1,050	+1%	+$82.1K	2.94%	8
2025 Q3	$7.19M	Sell	92,073 -162	-0.2%	-$12.5K	2.95%	8
2025 Q2	$7.13M	Buy	92,235 +3,840	+4%	+$292K	3.08%	8
2025 Q1	$6.77M	Buy	88,395 +5,216	+6%	+$393K	3.26%	8
2024 Q4	$6.2M	Buy	83,179 +4,742	+6%	+$361K	3.05%	8
2024 Q3	$6.15M	Buy	78,437 +3,111	+4%	+$240K	3.09%	8
2024 Q2	$5.63M	Buy	75,326 +1,575	+2%	+$117K	3.07%	8
2024 Q1	$5.56M	Buy	73,751 +5,383	+8%	+$406K	3.17%	9
2023 Q4	$5.22M	Buy	68,368 +1,898	+3%	+$139K	3.24%	9
2023 Q3	$4.81M	Buy	66,470 +5,762	+9%	+$426K	3.36%	8
2023 Q2	$4.57M	Buy	60,708 +4,437	+8%	+$338K	3.3%	9
2023 Q1	$4.33M	Buy	56,271 +2,056	+4%	+$156K	3.4%	9
2022 Q4	$4.03M	Buy	+54,215	New	+$4.02M	3.42%	9

Other funds holding BIV

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Parker Financial's BIV Position: Q2 2026 in Review

Parker Financial increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 0.69% in Q2 2026, buying an estimated $52.4K and bringing the position to 99,771 shares worth $7.65M. The position accounts for 2.8% of the portfolio, ranked #10.

Parker Financial first reported a position in BIV in Q4 2022 and has held it in 15 quarters since. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

Parker Financial held 99,771 shares of Vanguard Intermediate-Term Bond ETF worth $7.65M as of Q2 2026.
Parker Financial bought 683 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $52.4K.
Vanguard Intermediate-Term Bond ETF made up 2.8% of Parker Financial's portfolio in Q2 2026, its #10 holding.
Parker Financial first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2022 and has held it in 15 quarters since.
1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Parker Financial's 13F filing for Q2 2026, filed 3 Aug 2026.