Shepherd Kaplan Krochuk’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Shepherd Kaplan Krochuk’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	$1.13M	Buy	14,777 +160	+1%	+$12.3K	0.9%	28
2026 Q1	$1.13M	Buy	14,617 +98	+0.7%	+$7.63K	0.95%	29
2025 Q4	$1.13M	Buy	14,519 +3,349	+30%	+$262K	0.93%	27
2025 Q3	$872K	Buy	11,170 +3,274	+41%	+$253K	0.72%	33
2025 Q2	$611K	Buy	7,896 +80	+1%	+$6.09K	0.53%	43
2025 Q1	$598K	Buy	7,816 +4,623	+145%	+$349K	0.51%	44
2024 Q4	$239K	Hold	3,193	–	–	0.2%	49
2024 Q3	$250K	Buy	+3,193	New	+$246K	0.19%	53

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

Shepherd Kaplan Krochuk's BIV Position: Q2 2026 in Review

Shepherd Kaplan Krochuk increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 1.1% in Q2 2026, buying an estimated $12.3K and bringing the position to 14,777 shares worth $1.13M. The position accounts for 0.9% of the portfolio, ranked #28.

Shepherd Kaplan Krochuk first reported a position in BIV in Q3 2024 and has held it in 8 quarters since. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

Shepherd Kaplan Krochuk held 14,777 shares of Vanguard Intermediate-Term Bond ETF worth $1.13M as of Q2 2026.
Shepherd Kaplan Krochuk bought 160 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $12.3K.
Vanguard Intermediate-Term Bond ETF made up 0.9% of Shepherd Kaplan Krochuk's portfolio in Q2 2026, its #28 holding.
Shepherd Kaplan Krochuk first reported a position in Vanguard Intermediate-Term Bond ETF in Q3 2024 and has held it in 8 quarters since.
1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Shepherd Kaplan Krochuk's 13F filing for Q2 2026, filed 14 Aug 2026.