Spring Capital Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Spring Capital 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 Q3	$1.25M	Buy	17,182 +176	+1%	+$13.2K	0.6%	32
2026 Q2	$1.3M	Buy	17,006 +169	+1%	+$13K	0.64%	32
2026 Q1	$1.3M	Buy	16,837 +104	+0.6%	+$8.1K	0.66%	32
2025 Q4	$1.3M	Buy	16,733 +209	+1%	+$16.3K	0.66%	32
2025 Q3	$1.29M	Buy	16,524 +154	+0.9%	+$11.9K	0.63%	31
2025 Q2	$1.27M	Buy	16,370 +152	+0.9%	+$11.6K	0.67%	31
2025 Q1	$1.24M	Buy	+16,218	New	+$1.22M	0.68%	29

Other funds holding BIV

Retirement Investment Advisors Oklahoma City, Oklahoma $1.43B AUM 10.13% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Family Investment Center Saint Joseph, Missouri $606M AUM 13.02% 1-Year Est. Return

Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return

Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 12.89% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Cannon Financial Strategists Athens, Georgia $885M AUM 13.17% 1-Year Est. Return

Scott Capital Advisors Portland, Oregon $696M AUM 7.87% 1-Year Est. Return

Spring Capital Management's BIV Position: Q3 2026 in Review

Spring Capital Management increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 1% in Q3 2026, buying an estimated $13.2K and bringing the position to 17,182 shares worth $1.25M. The position accounts for 0.6% of the portfolio, ranked #32.

Spring Capital Management first reported a position in BIV in Q1 2025 and has held it in 7 quarters since. The position peaked at $1.3M in Q2 2026. 310 funds tracked by Wall St. Rank hold BIV as of Q3 2026.

Spring Capital Management held 17,182 shares of Vanguard Intermediate-Term Bond ETF worth $1.25M as of Q3 2026.
Spring Capital Management bought 176 Vanguard Intermediate-Term Bond ETF shares in Q3 2026, an estimated $13.2K.
Vanguard Intermediate-Term Bond ETF made up 0.6% of Spring Capital Management's portfolio in Q3 2026, its #32 holding.
Spring Capital Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2025 and has held it in 7 quarters since.
Spring Capital Management's Vanguard Intermediate-Term Bond ETF position peaked at $1.3M in Q2 2026.
310 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2026.

Based on Spring Capital Management's 13F filing for Q3 2026, filed 9 Oct 2026.