Zuckerman Investment Group’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Zuckerman Investment Group’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 Q1	$782K	Buy	10,127 +2	+0%	+$156	0.07%	80
2025 Q4	$789K	Buy	10,125 +156	+2%	+$12.2K	0.07%	87
2025 Q3	$778K	Buy	9,969 +256	+3%	+$19.8K	0.07%	91
2025 Q2	$751K	Buy	9,713 +707	+8%	+$53.8K	0.07%	89
2025 Q1	$690K	Buy	9,006 +3	+0%	+$226	0.07%	93
2024 Q4	$675K	Buy	9,003 +537	+6%	+$40.8K	0.06%	95
2024 Q3	$663K	Buy	8,466 +730	+9%	+$56.3K	0.07%	89
2024 Q2	$579K	Buy	7,736 +879	+13%	+$65.3K	0.07%	94
2024 Q1	$517K	Buy	6,857 +229	+3%	+$17.3K	0.06%	93
2023 Q4	$506K	Buy	6,628 +1,475	+29%	+$108K	0.07%	89
2023 Q3	$373K	Buy	+5,153	New	+$381K	0.05%	97

Other funds holding BIV

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

TLFA

True Link Financial Advisors San Francisco, California $1.62B AUM 8.33% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Zuckerman Investment Group's BIV Position: Q1 2026 in Review

Zuckerman Investment Group increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 0.02% in Q1 2026, buying an estimated $156 and bringing the position to 10,127 shares worth $782K. The position accounts for 0.07% of the portfolio, ranked #80.

Zuckerman Investment Group first reported a position in BIV in Q3 2023 and has held it in 11 quarters since. The position peaked at $789K in Q4 2025. 1,005 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

Zuckerman Investment Group held 10,127 shares of Vanguard Intermediate-Term Bond ETF worth $782K as of Q1 2026.
Zuckerman Investment Group bought 2 Vanguard Intermediate-Term Bond ETF shares in Q1 2026, an estimated $156.
Vanguard Intermediate-Term Bond ETF made up 0.07% of Zuckerman Investment Group's portfolio in Q1 2026, its #80 holding.
Zuckerman Investment Group first reported a position in Vanguard Intermediate-Term Bond ETF in Q3 2023 and has held it in 11 quarters since.
Zuckerman Investment Group's Vanguard Intermediate-Term Bond ETF position peaked at $789K in Q4 2025.
1,005 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

Based on Zuckerman Investment Group's 13F filing for Q1 2026, filed 15 May 2026.