Stephenson & Company’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Stephenson & 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	$11.9M	Buy	155,421 +3,420	+2%	+$263K	5.58%	6
2026 Q1	$11.7M	Buy	152,001 +9,945	+7%	+$774K	6.36%	6
2025 Q4	$11.1M	Buy	142,056 +4,679	+3%	+$366K	6.08%	6
2025 Q3	$10.7M	Buy	137,377 +940	+0.7%	+$72.8K	6.16%	6
2025 Q2	$10.6M	Buy	136,437 +1,458	+1%	+$111K	6.41%	6
2025 Q1	$10.3M	Buy	134,979 +99	+0.1%	+$7.47K	6.72%	6
2024 Q4	$10.1M	Buy	134,880 +3,171	+2%	+$241K	6.78%	6
2024 Q3	$10.3M	Sell	131,709 -424	-0.3%	-$32.7K	6.99%	6
2024 Q2	$9.9M	Buy	132,133 +1,759	+1%	+$131K	7.34%	6
2024 Q1	$9.83M	Buy	130,374 +8,040	+7%	+$606K	7.19%	6
2023 Q4	$9.34M	Buy	+122,334	New	+$8.96M	7.83%	6

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

Stephenson & Company's BIV Position: Q2 2026 in Review

Stephenson & Company increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 2.2% in Q2 2026, buying an estimated $263K and bringing the position to 155,421 shares worth $11.9M. The position accounts for 5.58% of the portfolio, ranked #6.

Stephenson & Company first reported a position in BIV in Q4 2023 and has held it in 11 quarters since. 1,020 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

Stephenson & Company held 155,421 shares of Vanguard Intermediate-Term Bond ETF worth $11.9M as of Q2 2026.
Stephenson & Company bought 3,420 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $263K.
Vanguard Intermediate-Term Bond ETF made up 5.58% of Stephenson & Company's portfolio in Q2 2026, its #6 holding.
Stephenson & Company first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2023 and has held it in 11 quarters since.
1,020 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Stephenson & Company's 13F filing for Q2 2026, filed 28 Jul 2026.