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Bartlett & Co Wealth Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Bartlett & Co Wealth Management’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 		$21.2M Buy
276,174
+30,708
+13% +$2.36M 0.27% 73
2026
Q1 		$18.8M Buy
245,466
+75,498
+44% +$5.88M 0.24% 76
2025
Q4 		$13.2M Buy
169,968
+27,034
+19% +$2.11M 0.17% 91
2025
Q3 		$11.2M Buy
142,934
+141,344
+8,890% +$10.9M 0.15% 105
2025
Q2 		$123K Hold
1,590
– – ﹤0.01% 509
2025
Q1 		$122K Sell
1,590
-50
-3% -$3.77K ﹤0.01% 515
2024
Q4 		$123K Sell
1,640
-25
-2% -$1.9K ﹤0.01% 511
2024
Q3 		$130K Buy
1,665
+65
+4% +$5.01K ﹤0.01% 503
2024
Q2 		$120K Hold
1,600
– – ﹤0.01% 517
2024
Q1 		$121K Buy
1,600
+15
+0.9% +$1.13K ﹤0.01% 522
2023
Q4 		$121K Buy
1,585
+60
+4% +$4.39K ﹤0.01% 550
2023
Q3 		$110K Hold
1,525
– – ﹤0.01% 526
2023
Q2 		$115K Buy
1,525
+1,000
+190% +$76.2K ﹤0.01% 527
2023
Q1 		$40.3K Hold
525
– – ﹤0.01% 598
2022
Q4 		$39K Hold
525
– – ﹤0.01% 612
2022
Q3 		$38.6K Hold
525
– – ﹤0.01% 605
2022
Q2 		$40.8K Hold
525
– – ﹤0.01% 604
2022
Q1 		$43K Buy
+525
New +$44.3K ﹤0.01% 607
2021
Q4 		– Sell
-1,595
Closed -$143K – 458
2021
Q3 		$143K Buy
1,595
+6
+0.4% +$543 ﹤0.01% 364
2021
Q2 		$143K Buy
1,589
+64
+4% +$5.72K ﹤0.01% 359
2021
Q1 		$135K Hold
1,525
– – ﹤0.01% 369
2020
Q4 		$142K Hold
1,525
– – ﹤0.01% 362
2020
Q3 		$143K Buy
1,525
+745
+96% +$69.8K ﹤0.01% 339
2020
Q2 		$72.7K Sell
780
-200
-20% -$18.3K ﹤0.01% 433
2020
Q1 		$87.5K Buy
+980
New +$86.9K ﹤0.01% 378

Other funds holding BIV

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Baird Financial Group
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bartlett & Co Wealth Management's BIV Position: Q2 2026 in Review

Bartlett & Co Wealth Management increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 13% in Q2 2026, buying an estimated $2.36M and bringing the position to 276,174 shares worth $21.2M. The position accounts for 0.27% of the portfolio, ranked #73.

Bartlett & Co Wealth Management first reported a position in BIV in Q1 2020 and has held it in 25 quarters since. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • Bartlett & Co Wealth Management held 276,174 shares of Vanguard Intermediate-Term Bond ETF worth $21.2M as of Q2 2026.
  • Bartlett & Co Wealth Management bought 30,708 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $2.36M.
  • Vanguard Intermediate-Term Bond ETF made up 0.27% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #73 holding.
  • Bartlett & Co Wealth Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2020 and has held it in 25 quarters since.
  • 1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.