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Squire Investment Management Company’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Squire Investment Management Company’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 		$259K Buy
+3,373
New +$259K 0.06% 79

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Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
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
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
LNC
Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return
ZF
Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return

Squire Investment Management Company's BIV Position: Q2 2026 in Review

Squire Investment Management Company opened a new position in Vanguard Intermediate-Term Bond ETF (BIV) in Q2 2026: 3,373 shares worth $259K. The stake represents 0.06% of the portfolio and ranks #79 among its holdings.

840 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • Squire Investment Management Company held 3,373 shares of Vanguard Intermediate-Term Bond ETF worth $259K as of Q2 2026.
  • Vanguard Intermediate-Term Bond ETF was a new Squire Investment Management Company position in Q2 2026.
  • Vanguard Intermediate-Term Bond ETF made up 0.06% of Squire Investment Management Company's portfolio in Q2 2026, its #79 holding.
  • 840 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Squire Investment Management Company's 13F filing for Q2 2026, filed 28 Jul 2026.