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American Trust’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

American Trust’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 		$95.7M Buy
1,240,393
+92,702
+8% +$7.22M 8.46% 2
2025
Q4 		$89.6M Sell
1,147,691
-1,004
-0.1% -$78.5K 7.53% 2
2025
Q3 		$89.7M Buy
1,148,695
+87,687
+8% +$6.79M 7.58% 2
2025
Q2 		$82.1M Buy
+1,061,008
New +$80.8M 7.73% 2
2025
Q1 		– Sell
-926,492
Closed -$69.2M – 141
2024
Q4 		$69.2M Sell
926,492
-71,423
-7% -$5.43M 5.27% 3
2024
Q3 		$78.2M Buy
997,915
+23
+0% +$1.77K 6.45% 3
2024
Q2 		$74.7M Buy
997,892
+4,462
+0.4% +$332K 6.12% 4
2024
Q1 		$74.9M Buy
993,430
+67
+0% +$5.05K 6.26% 4
2023
Q4 		$75.9M Buy
993,363
+60,265
+6% +$4.41M 5.6% 4
2023
Q3 		$67.1M Sell
933,098
-1,576
-0.2% -$117K 5.19% 4
2023
Q2 		$70.3M Sell
934,674
-20,590
-2% -$1.57M 4.88% 2
2023
Q1 		$73.7M Buy
955,264
+952,321
+32,359% +$72.1M 5.11% 2
2022
Q4 		$219K Sell
2,943
-950,662
-100% -$70.4M 0.02% 387
2022
Q3 		$70.1M Buy
953,605
+1,252
+0.1% +$96.9K 5.91% 2
2022
Q2 		$74M Sell
952,353
-56
-0% -$4.39K 5.92% 2
2022
Q1 		$78M Sell
952,409
-14,309
-1% -$1.21M 5.23% 3
2021
Q4 		$84.7M Buy
+966,718
New +$85.8M 6.46% 3

Other funds holding BIV

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 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 $377B AUM 19.32% 1-Year Est. Return

American Trust's BIV Position: Q1 2026 in Review

American Trust increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 8.1% in Q1 2026, buying an estimated $7.22M and bringing the position to 1,240,393 shares worth $95.7M. The position accounts for 8.46% of the portfolio, ranked #2.

American Trust first reported a position in BIV in Q4 2021 and has held it in 17 quarters since. 1,006 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

  • American Trust held 1,240,393 shares of Vanguard Intermediate-Term Bond ETF worth $95.7M as of Q1 2026.
  • American Trust bought 92,702 Vanguard Intermediate-Term Bond ETF shares in Q1 2026, an estimated $7.22M.
  • Vanguard Intermediate-Term Bond ETF made up 8.46% of American Trust's portfolio in Q1 2026, its #2 holding.
  • American Trust first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2021 and has held it in 17 quarters since.
  • 1,006 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

Based on American Trust's 13F filing for Q1 2026, filed 1 May 2026.