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Pinkerton Retirement Specialists’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Pinkerton Retirement Specialists’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 		$39.8M Buy
515,159
+26,474
+5% +$2.03M 3.41% 5
2026
Q1 		$38.1M Sell
488,685
-15,812
-3% -$1.23M 3.46% 8
2025
Q4 		$39.3M Buy
504,497
+7,827
+2% +$612K 4.03% 8
2025
Q3 		$38.8M Buy
496,670
+73,592
+17% +$5.7M 4.17% 4
2025
Q2 		$32.7M Buy
423,078
+42,450
+11% +$3.23M 3.9% 7
2025
Q1 		$29.1M Buy
380,628
+23,535
+7% +$1.78M 3.78% 6
2024
Q4 		$26.7M Buy
357,093
+12,506
+4% +$951K 3.87% 7
2024
Q3 		$27M Buy
344,587
+13,229
+4% +$1.02M 3.93% 5
2024
Q2 		$24.8M Buy
331,358
+7,528
+2% +$559K 3.81% 7
2024
Q1 		$24.4M Buy
323,830
+28,410
+10% +$2.14M 3.93% 8
2023
Q4 		$22.6M Buy
295,420
+15,450
+6% +$1.13M 4.35% 9
2023
Q3 		$20.2M Sell
279,970
-3,351
-1% -$248K 4.4% 7
2023
Q2 		$21.3M Sell
283,321
-15,829
-5% -$1.21M 4.21% 5
2023
Q1 		$23M Buy
299,150
+14,266
+5% +$1.08M 4.29% 7
2022
Q4 		$21.2M Sell
284,884
-9,589
-3% -$711K 4.58% 9
2022
Q3 		$21.6M Sell
294,473
-20,559
-7% -$1.59M 8.34% 2
2022
Q2 		$24.5M Sell
315,032
-11,455
-4% -$898K 7.4% 2
2022
Q1 		$26.7M Buy
326,487
+19,635
+6% +$1.66M 5.96% 3
2021
Q4 		$26.9M Buy
306,852
+31,587
+11% +$2.8M 4.7% 9
2021
Q3 		$24.6M Buy
275,265
+5,476
+2% +$496K 4.76% 6
2021
Q2 		$24.3M Buy
269,789
+7,559
+3% +$675K 4.68% 6
2021
Q1 		$23.3M Buy
262,230
+29,318
+13% +$2.66M 4.88% 6
2020
Q4 		$21.6M Buy
232,912
+9,588
+4% +$893K 5.19% 7
2020
Q3 		$20.9M Buy
223,324
+56,890
+34% +$5.33M 5.69% 7
2020
Q2 		$15.5M Buy
+166,434
New +$15.2M 4.93% 7
2018
Q4 		– Sell
-1,019
Closed -$82K – 66
2018
Q3 		$82K Hold
1,019
– – 0.03% 73
2018
Q2 		$83K Hold
1,019
– – 0.04% 74
2018
Q1 		$83K Hold
1,019
– – 0.04% 70
2017
Q4 		$85K Sell
1,019
-40
-4% -$3.37K 0.04% 69
2017
Q3 		$90K Sell
1,059
-57,282
-98% -$4.86M 0.04% 54
2017
Q2 		$4.93M Buy
58,341
+2,570
+5% +$217K 2.84% 5
2017
Q1 		$4.66M Sell
55,771
-1,083
-2% -$90.2K 2.61% 6
2016
Q4 		$4.72M Buy
56,854
+2,156
+4% +$183K 2.19% 6
2016
Q3 		$4.79M Sell
54,698
-4,059
-7% -$356K 2.02% 6
2016
Q2 		$5.17M Sell
58,757
-9,337
-14% -$807K 2.6% 6
2016
Q1 		$5.87M Sell
68,094
-1,636
-2% -$139K 3.76% 5
2015
Q4 		$5.79M Buy
+69,730
New +$5.87M 3.75% 5
2015
Q3 		– Sell
-73,933
Closed -$6.2M – 172
2015
Q2 		$6.2M Buy
73,933
+2,551
+4% +$217K 3.84% 6
2015
Q1 		$6.15M Buy
71,382
+6,921
+11% +$594K 4.08% 6
2014
Q4 		$5.46M Buy
+64,461
New +$5.48M 4.17% 5

Other funds holding BIV

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Pinkerton Retirement Specialists's BIV Position: Q2 2026 in Review

Pinkerton Retirement Specialists increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 5.4% in Q2 2026, buying an estimated $2.03M and bringing the position to 515,159 shares worth $39.8M. The position accounts for 3.41% of the portfolio, ranked #5.

Pinkerton Retirement Specialists first reported a position in BIV in Q4 2014 and has held it in 40 quarters since. 508 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • Pinkerton Retirement Specialists held 515,159 shares of Vanguard Intermediate-Term Bond ETF worth $39.8M as of Q2 2026.
  • Pinkerton Retirement Specialists bought 26,474 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $2.03M.
  • Vanguard Intermediate-Term Bond ETF made up 3.41% of Pinkerton Retirement Specialists's portfolio in Q2 2026, its #5 holding.
  • Pinkerton Retirement Specialists first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2014 and has held it in 40 quarters since.
  • 508 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Pinkerton Retirement Specialists's 13F filing for Q2 2026, filed 30 Jul 2026.