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Bank of Jackson Hole Trust’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Bank of Jackson Hole 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 		$1.71M Buy
22,100
+4,904
+29% +$382K 0.83% 25
2025
Q4 		$1.34M Buy
17,196
+1,887
+12% +$148K 0.64% 34
2025
Q3 		$1.2M Buy
15,309
+3,914
+34% +$303K 0.6% 34
2025
Q2 		$881K Buy
11,395
+5,222
+85% +$398K 0.5% 47
2025
Q1 		$473K Buy
6,173
+2,203
+55% +$166K 0.31% 77
2024
Q4 		$297K Buy
+3,970
New +$302K 0.2% 97

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 $424B AUM 22.94% 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

Bank of Jackson Hole Trust's BIV Position: Q1 2026 in Review

Bank of Jackson Hole Trust increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 29% in Q1 2026, buying an estimated $382K and bringing the position to 22,100 shares worth $1.71M. The position accounts for 0.83% of the portfolio, ranked #25.

Bank of Jackson Hole Trust first reported a position in BIV in Q4 2024 and has held it in 6 quarters since. 1,006 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

  • Bank of Jackson Hole Trust held 22,100 shares of Vanguard Intermediate-Term Bond ETF worth $1.71M as of Q1 2026.
  • Bank of Jackson Hole Trust bought 4,904 Vanguard Intermediate-Term Bond ETF shares in Q1 2026, an estimated $382K.
  • Vanguard Intermediate-Term Bond ETF made up 0.83% of Bank of Jackson Hole Trust's portfolio in Q1 2026, its #25 holding.
  • Bank of Jackson Hole Trust first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • 1,006 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

Based on Bank of Jackson Hole Trust's 13F filing for Q1 2026, filed 12 May 2026.