Bath Savings Trust
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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
Q3 		$303K Hold
4,163
– – 0.03% 152
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

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
EP Wealth Advisors
EP Wealth Advisors Torrance, California $24.4B AUM 17.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $73.6B AUM 18.65% 1-Year Est. Return
True Link Financial Advisors
True Link Financial Advisors San Francisco, California $1.74B AUM 3.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
United Capital Financial Advisors
United Capital Financial Advisors Irving, Texas $18.4B AUM 17.63% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Lincoln National Corp
Lincoln National Corp Radnor, Pennsylvania $3.68B AUM 7.84% 1-Year Est. Return

Bath Savings Trust's BIV Position: Q3 2026 in Review

Bath Savings Trust held its Vanguard Intermediate-Term Bond ETF (BIV) position steady in Q3 2026 at 4,163 shares worth $303K. The position accounts for 0.03% of the portfolio, ranked #152.

Bath Savings Trust first reported a position in BIV in Q4 2020 and has held it in 24 quarters since. The position peaked at $493K in Q4 2021. 900 funds tracked by Wall St. Rank hold BIV as of Q3 2026.

  • Bath Savings Trust held 4,163 shares of Vanguard Intermediate-Term Bond ETF worth $303K as of Q3 2026.
  • Bath Savings Trust left its Vanguard Intermediate-Term Bond ETF share count unchanged in Q3 2026.
  • Vanguard Intermediate-Term Bond ETF made up 0.03% of Bath Savings Trust's portfolio in Q3 2026, its #152 holding.
  • Bath Savings Trust first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2020 and has held it in 24 quarters since.
  • Bath Savings Trust's Vanguard Intermediate-Term Bond ETF position peaked at $493K in Q4 2021.
  • 900 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2026.

Based on Bath Savings Trust's 13F filing for Q3 2026, filed 7 Oct 2026.