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Stephen J. Garry & Associates’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Stephen J. Garry & Associates’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 		$8.62M Buy
112,412
+5,321
+5% +$408K 6.29% 5
2026
Q1 		$8.27M Buy
107,091
+3,335
+3% +$260K 6.65% 5
2025
Q4 		$8.08M Buy
103,756
+3,119
+3% +$244K 6.41% 5
2025
Q3 		$7.86M Sell
100,637
-630
-0.6% -$48.8K 6.28% 5
2025
Q2 		$7.83M Sell
101,267
-3,106
-3% -$237K 6.77% 5
2025
Q1 		$7.99M Buy
104,373
+3,369
+3% +$254K 7.47% 5
2024
Q4 		$7.55M Buy
101,004
+36,673
+57% +$2.79M 6.97% 5
2024
Q3 		$5.04M Buy
64,331
+12,753
+25% +$983K 4.79% 9
2024
Q2 		$3.86M Sell
51,578
-232
-0.4% -$17.2K 3.91% 10
2024
Q1 		$3.91M Buy
51,810
+1,361
+3% +$103K 4.04% 11
2023
Q4 		$3.85M Buy
+50,449
New +$3.69M 4.27% 9

Other funds holding BIV

RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DWS
Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 20.96% 1-Year Est. Return
SFMG
Sage Financial Management Group Mclean, Virginia $364M AUM 15.61% 1-Year Est. Return
VFP
Verus Financial Partners Richmond, Virginia $1.17B AUM 15.91% 1-Year Est. Return
SCA
Scott Capital Advisors Portland, Oregon $639M AUM 14.51% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $587M AUM 27.44% 1-Year Est. Return
B
BetterWealth San Jose, California $565M AUM 23.16% 1-Year Est. Return
FMTCOCP
Farmers & Merchants Trust Co of Chambersburg PA Chambersburg, Pennsylvania $394M AUM 18.41% 1-Year Est. Return
LA
LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return

Stephen J. Garry & Associates's BIV Position: Q2 2026 in Review

Stephen J. Garry & Associates increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 5% in Q2 2026, buying an estimated $408K and bringing the position to 112,412 shares worth $8.62M. The position accounts for 6.29% of the portfolio, ranked #5.

Stephen J. Garry & Associates first reported a position in BIV in Q4 2023 and has held it in 11 quarters since. 347 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • Stephen J. Garry & Associates held 112,412 shares of Vanguard Intermediate-Term Bond ETF worth $8.62M as of Q2 2026.
  • Stephen J. Garry & Associates bought 5,321 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $408K.
  • Vanguard Intermediate-Term Bond ETF made up 6.29% of Stephen J. Garry & Associates's portfolio in Q2 2026, its #5 holding.
  • Stephen J. Garry & Associates first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • 347 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Stephen J. Garry & Associates's 13F filing for Q2 2026, filed 24 Jul 2026.