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Schiavi & Co’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Schiavi & Co’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 		$27.9M Buy
363,886
+16,152
+5% +$1.24M 7.37% 4
2026
Q1 		$26.8M Buy
347,734
+45,919
+15% +$3.57M 7.97% 4
2025
Q4 		$23.5M Buy
301,815
+18,890
+7% +$1.48M 7.55% 4
2025
Q3 		$22.1M Buy
282,925
+786
+0.3% +$60.9K 7.28% 4
2025
Q2 		$21.8M Buy
282,139
+835
+0.3% +$63.6K 7.4% 4
2025
Q1 		$21.5M Sell
281,304
-5,526
-2% -$417K 7.9% 4
2024
Q4 		$21.4M Buy
286,830
+23,190
+9% +$1.76M 8.37% 4
2024
Q3 		$20.7M Buy
263,640
+10,214
+4% +$787K 7.5% 4
2024
Q2 		$19M Buy
253,426
+8,592
+4% +$638K 7.45% 4
2024
Q1 		$18.5M Buy
244,834
+19,184
+9% +$1.45M 7.28% 4
2023
Q4 		$17.2M Buy
225,650
+4,537
+2% +$332K 7.17% 4
2023
Q3 		$16M Buy
221,113
+8,194
+4% +$606K 6.76% 5
2023
Q2 		$16M Buy
212,919
+17,430
+9% +$1.33M 6.64% 5
2023
Q1 		$15M Buy
195,489
+125,556
+180% +$9.51M 6.5% 6
2022
Q4 		$5.2M Sell
69,933
-5,223
-7% -$387K 3.3% 5
2022
Q3 		$5.52M Buy
75,156
+24,217
+48% +$1.87M 4% 5
2022
Q2 		$3.96M Buy
50,939
+9,475
+23% +$743K 2.92% 5
2022
Q1 		$3.4M Buy
41,464
+15,761
+61% +$1.33M 2.5% 5
2021
Q4 		$2.25M Buy
25,703
+4,802
+23% +$426K 1.69% 5
2021
Q3 		$1.87M Buy
20,901
+10,375
+99% +$939K 1.52% 5
2021
Q2 		$947K Buy
+10,526
New +$940K 0.78% 5

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

Schiavi & Co's BIV Position: Q2 2026 in Review

Schiavi & Co increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 4.6% in Q2 2026, buying an estimated $1.24M and bringing the position to 363,886 shares worth $27.9M. The position accounts for 7.37% of the portfolio, ranked #4.

Schiavi & Co first reported a position in BIV in Q2 2021 and has held it in 21 quarters since. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • Schiavi & Co held 363,886 shares of Vanguard Intermediate-Term Bond ETF worth $27.9M as of Q2 2026.
  • Schiavi & Co bought 16,152 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $1.24M.
  • Vanguard Intermediate-Term Bond ETF made up 7.37% of Schiavi & Co's portfolio in Q2 2026, its #4 holding.
  • Schiavi & Co first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2021 and has held it in 21 quarters since.
  • 1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Schiavi & Co's 13F filing for Q2 2026, filed 10 Aug 2026.