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

Bath Savings 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
Q2 		$319K Buy
4,163
+77
+2% +$5.91K 0.03% 148
2026
Q1 		$315K Sell
4,086
-34
-0.8% -$2.65K 0.03% 145
2025
Q4 		$321K Buy
4,120
+350
+9% +$27.4K 0.03% 147
2025
Q3 		$294K Sell
3,770
-40
-1% -$3.1K 0.03% 143
2025
Q2 		$295K Sell
3,810
-788
-17% -$60K 0.03% 141
2025
Q1 		$352K Hold
4,598
– – 0.04% 131
2024
Q4 		$344K Buy
4,598
+764
+20% +$58.1K 0.03% 133
2024
Q3 		$300K Sell
3,834
-643
-14% -$49.6K 0.03% 141
2024
Q2 		$335K Sell
4,477
-100
-2% -$7.43K 0.04% 133
2024
Q1 		$345K Hold
4,577
– – 0.04% 131
2023
Q4 		$350K Sell
4,577
-87
-2% -$6.37K 0.04% 130
2023
Q3 		$337K Buy
4,664
+835
+22% +$61.8K 0.04% 128
2023
Q2 		$288K Sell
3,829
-100
-3% -$7.62K 0.03% 133
2023
Q1 		$302K Sell
3,929
-25
-0.6% -$1.89K 0.04% 132
2022
Q4 		$294K Buy
3,954
+235
+6% +$17.4K 0.04% 135
2022
Q3 		$273K Hold
3,719
– – 0.04% 137
2022
Q2 		$289K Sell
3,719
-573
-13% -$44.9K 0.04% 136
2022
Q1 		$352K Sell
4,292
-1,332
-24% -$112K 0.04% 136
2021
Q4 		$493K Buy
5,624
+1,432
+34% +$127K 0.05% 124
2021
Q3 		$375K Buy
4,192
+129
+3% +$11.7K 0.04% 132
2021
Q2 		$366K Buy
4,063
+220
+6% +$19.6K 0.04% 131
2021
Q1 		$341K Buy
3,843
+869
+29% +$78.9K 0.04% 130
2020
Q4 		$276K Buy
+2,974
New +$277K 0.04% 135

Other funds holding BIV

RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DWS
Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 20.96% 1-Year Est. Return
VFP
Verus Financial Partners Richmond, Virginia $1.17B AUM 15.91% 1-Year Est. Return
SCA
Scott Capital Advisors Portland, Oregon $639M AUM 14.51% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $587M AUM 27.44% 1-Year Est. Return
B
BetterWealth San Jose, California $565M AUM 23.16% 1-Year Est. Return
LA
LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return
FPTW
Franklin, Parlapiano, Turner & Welch Houston, Texas $442M AUM 14.73% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Bath Savings Trust's BIV Position: Q2 2026 in Review

Bath Savings Trust increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 1.9% in Q2 2026, buying an estimated $5.91K and bringing the position to 4,163 shares worth $319K. The position accounts for 0.03% of the portfolio, ranked #148.

Bath Savings Trust first reported a position in BIV in Q4 2020 and has held it in 23 quarters since. The position peaked at $493K in Q4 2021. 300 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • Bath Savings Trust held 4,163 shares of Vanguard Intermediate-Term Bond ETF worth $319K as of Q2 2026.
  • Bath Savings Trust bought 77 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $5.91K.
  • Vanguard Intermediate-Term Bond ETF made up 0.03% of Bath Savings Trust's portfolio in Q2 2026, its #148 holding.
  • Bath Savings Trust first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2020 and has held it in 23 quarters since.
  • Bath Savings Trust's Vanguard Intermediate-Term Bond ETF position peaked at $493K in Q4 2021.
  • 300 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Bath Savings Trust's 13F filing for Q2 2026, filed 9 Jul 2026.