Asset Dedication LLC’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Asset Dedication LLC’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	$37.1K	Hold	484	–	–	﹤0.01%	540
2026 Q1	$37.4K	Hold	484	–	–	﹤0.01%	525
2025 Q4	$37.7K	Hold	484	–	–	﹤0.01%	548
2025 Q3	$37.8K	Sell	484 -453	-48%	-$35.1K	﹤0.01%	554
2025 Q2	$72.5K	Buy	937 +453	+94%	+$34.5K	0.01%	461
2025 Q1	$37.1K	Hold	484	–	–	﹤0.01%	529
2024 Q4	$36.2K	Hold	484	–	–	﹤0.01%	532
2024 Q3	$37.9K	Sell	484 -905	-65%	-$69.8K	﹤0.01%	555
2024 Q2	$104K	Buy	+1,389	New	+$103K	0.01%	395
2023 Q4	–	Sell	-183	Closed	-$13K	–	989
2023 Q3	$13K	Hold	183	–	–	﹤0.01%	635
2023 Q2	$14K	Hold	183	–	–	﹤0.01%	615
2023 Q1	$14K	Sell	183 -75	-29%	-$5.68K	﹤0.01%	615
2022 Q4	$20K	Sell	258 -699	-73%	-$51.8K	﹤0.01%	544
2022 Q3	$70K	Buy	+957	New	+$74K	0.01%	378
2022 Q2	–	Sell	-815	Closed	-$67K	–	541
2022 Q1	$67K	Buy	815 +500	+159%	+$42.2K	0.01%	393
2021 Q4	$28K	Sell	315 -599	-66%	-$53.1K	﹤0.01%	492
2021 Q3	$82K	Buy	+914	New	+$82.8K	0.01%	343
2018 Q3	–	Sell	-414	Closed	-$33K	–	639
2018 Q2	$33K	Buy	+414	New	+$33.4K	0.01%	309
2018 Q1	–	Sell	-96	Closed	-$8K	–	529
2017 Q4	$8K	Buy	+96	New	+$8.09K	﹤0.01%	367
2017 Q2	–	Sell	-25	Closed	-$2K	–	381
2017 Q1	$2K	Hold	25	–	–	﹤0.01%	354
2016 Q4	$2K	Buy	+25	New	+$2.12K	﹤0.01%	361
2016 Q1	–	Sell	-1,921	Closed	-$160K	–	436
2015 Q4	$160K	Buy	+1,921	New	+$162K	0.11%	143

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

Asset Dedication LLC's BIV Position: Q2 2026 in Review

Asset Dedication LLC held its Vanguard Intermediate-Term Bond ETF (BIV) position steady in Q2 2026 at 484 shares worth $37.1K. The position accounts for ﹤0.01% of the portfolio, ranked #540.

Asset Dedication LLC first reported a position in BIV in Q4 2015 and has held it in 22 quarters since. The position peaked at $160K in Q4 2015. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

Asset Dedication LLC held 484 shares of Vanguard Intermediate-Term Bond ETF worth $37.1K as of Q2 2026.
Asset Dedication LLC left its Vanguard Intermediate-Term Bond ETF share count unchanged in Q2 2026.
Vanguard Intermediate-Term Bond ETF made up ﹤0.01% of Asset Dedication LLC's portfolio in Q2 2026, its #540 holding.
Asset Dedication LLC first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2015 and has held it in 22 quarters since.
Asset Dedication LLC's Vanguard Intermediate-Term Bond ETF position peaked at $160K in Q4 2015.
1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Asset Dedication LLC's 13F filing for Q2 2026, filed 30 Jul 2026.