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Princeton Global Asset Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Princeton Global Asset Management’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 		$62.7K Sell
817
-334
-29% -$25.6K 0.01% 337
2026
Q1 		$88.8K Hold
1,151
– – 0.01% 294
2025
Q4 		$89.6K Buy
+1,151
New +$90K 0.01% 276

Other funds holding BIV

RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DWS
Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 20.96% 1-Year Est. Return
VFP
Verus Financial Partners Richmond, Virginia $1.17B AUM 15.91% 1-Year Est. Return
SCA
Scott Capital Advisors Portland, Oregon $639M AUM 14.51% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $587M AUM 27.44% 1-Year Est. Return
B
BetterWealth San Jose, California $565M AUM 23.16% 1-Year Est. Return
LA
LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return
FPTW
Franklin, Parlapiano, Turner & Welch Houston, Texas $442M AUM 14.73% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Princeton Global Asset Management's BIV Position: Q2 2026 in Review

Princeton Global Asset Management reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 29% in Q2 2026, selling an estimated $25.6K and leaving 817 shares worth $62.7K. The position accounts for 0.01% of the portfolio, ranked #337.

Princeton Global Asset Management first reported a position in BIV in Q4 2025 and has held it in 3 quarters since. The position peaked at $89.6K in Q4 2025. 306 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • Princeton Global Asset Management held 817 shares of Vanguard Intermediate-Term Bond ETF worth $62.7K as of Q2 2026.
  • Princeton Global Asset Management sold 334 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $25.6K.
  • Vanguard Intermediate-Term Bond ETF made up 0.01% of Princeton Global Asset Management's portfolio in Q2 2026, its #337 holding.
  • Princeton Global Asset Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Princeton Global Asset Management's Vanguard Intermediate-Term Bond ETF position peaked at $89.6K in Q4 2025.
  • 306 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Princeton Global Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.