Sonata Capital Group’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $655K | Buy |
8,543
+75
| +0.9% | +$5.76K | 0.21% | 68 |
|
|
2026
Q1 | $654K | Sell |
8,468
-78
| -0.9% | -$6.07K | 0.24% | 67 |
|
|
2025
Q4 | $666K | Buy |
8,546
+375
| +5% | +$29.3K | 0.24% | 69 |
|
|
2025
Q3 | $638K | Buy |
8,171
+100
| +1% | +$7.74K | 0.24% | 70 |
|
|
2025
Q2 | $624K | Hold |
8,071
| – | – | 0.25% | 65 |
|
|
2025
Q1 | $618K | Hold |
8,071
| – | – | 0.27% | 62 |
|
|
2024
Q4 | $603K | Hold |
8,071
| – | – | 0.25% | 65 |
|
|
2024
Q3 | $633K | Buy |
+8,071
| New | +$622K | 0.27% | 60 |
|
|
2024
Q2 | – | Sell |
-8,876
| Closed | -$669K | – | 93 |
|
|
2024
Q1 | $669K | Buy |
8,876
+1,425
| +19% | +$107K | 0.3% | 58 |
|
|
2023
Q4 | $569K | Hold |
7,451
| – | – | 0.28% | 61 |
|
|
2023
Q3 | $539K | Hold |
7,451
| – | – | 0.29% | 60 |
|
|
2023
Q2 | $561K | Sell |
7,451
-463
| -6% | -$35.3K | 0.29% | 63 |
|
|
2023
Q1 | $607K | Sell |
7,914
-65
| -0.8% | -$4.92K | 0.33% | 57 |
|
|
2022
Q4 | $593K | Sell |
7,979
-66
| -0.8% | -$4.89K | 0.33% | 56 |
|
|
2022
Q3 | $591K | Hold |
8,045
| – | – | 0.33% | 57 |
|
|
2022
Q2 | $625K | Hold |
8,045
| – | – | 0.32% | 58 |
|
|
2022
Q1 | $659K | Sell |
8,045
-400
| -5% | -$33.8K | 0.29% | 63 |
|
|
2021
Q4 | $740K | Hold |
8,445
| – | – | 0.31% | 62 |
|
|
2021
Q3 | $755K | Hold |
8,445
| – | – | 0.34% | 57 |
|
|
2021
Q2 | $760K | Sell |
8,445
-900
| -10% | -$80.4K | 0.35% | 60 |
|
|
2021
Q1 | $829K | Sell |
9,345
-150
| -2% | -$13.6K | 0.4% | 56 |
|
|
2020
Q4 | $882K | Sell |
9,495
-425
| -4% | -$39.6K | 0.44% | 53 |
|
|
2020
Q3 | $927K | Hold |
9,920
| – | – | 0.54% | 48 |
|
|
2020
Q2 | $924K | Sell |
9,920
-110
| -1% | -$10.1K | 0.59% | 45 |
|
|
2020
Q1 | $896K | Buy |
10,030
+250
| +3% | +$22.2K | 0.67% | 42 |
|
|
2019
Q4 | $853K | Buy |
9,780
+95
| +1% | +$8.32K | 0.52% | 50 |
|
|
2019
Q3 | $852K | Buy |
9,685
+1,550
| +19% | +$135K | 0.58% | 47 |
|
|
2019
Q2 | $704K | Buy |
8,135
+300
| +4% | +$25.3K | 0.49% | 50 |
|
|
2019
Q1 | $658K | Buy |
7,835
+420
| +6% | +$34.6K | 0.49% | 49 |
|
|
2018
Q4 | $603K | Sell |
7,415
-2,700
| -27% | -$216K | 0.49% | 50 |
|
|
2018
Q3 | $814K | Buy |
10,115
+1,825
| +22% | +$148K | 0.55% | 43 |
|
|
2018
Q2 | $671K | Buy |
8,290
+800
| +11% | +$64.6K | 0.48% | 48 |
|
|
2018
Q1 | $612K | Buy |
7,490
+1,000
| +15% | +$82K | 0.45% | 50 |
|
|
2017
Q4 | $544K | Hold |
6,490
| – | – | 0.39% | 56 |
|
|
2017
Q3 | $549K | Buy |
+6,490
| New | +$551K | 0.41% | 58 |
|
Other funds holding BIV
TLFA
ZF
RIA
MG
BA
Sonata Capital Group's BIV Position: Q2 2026 in Review
Sonata Capital Group increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 0.89% in Q2 2026, buying an estimated $5.76K and bringing the position to 8,543 shares worth $655K. The position accounts for 0.21% of the portfolio, ranked #68.
Sonata Capital Group first reported a position in BIV in Q3 2017 and has held it in 35 quarters since. The position peaked at $927K in Q3 2020. 508 funds tracked by Wall St. Rank hold BIV as of Q2 2026.
- Sonata Capital Group held 8,543 shares of Vanguard Intermediate-Term Bond ETF worth $655K as of Q2 2026.
- Sonata Capital Group bought 75 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $5.76K.
- Vanguard Intermediate-Term Bond ETF made up 0.21% of Sonata Capital Group's portfolio in Q2 2026, its #68 holding.
- Sonata Capital Group first reported a position in Vanguard Intermediate-Term Bond ETF in Q3 2017 and has held it in 35 quarters since.
- Sonata Capital Group's Vanguard Intermediate-Term Bond ETF position peaked at $927K in Q3 2020.
- 508 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.
Based on Sonata Capital Group's 13F filing for Q2 2026, filed 24 Jul 2026.