Becker Capital Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Becker Capital 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 Q1	–	Sell	-11,333	Closed	-$883K	–	299
2025 Q4	$883K	Buy	11,333 +1,013	+10%	+$79.2K	0.03%	194
2025 Q3	$806K	Buy	10,320 +585	+6%	+$45.3K	0.02%	193
2025 Q2	$753K	Sell	9,735 -1,095	-10%	-$83.4K	0.02%	192
2025 Q1	$829K	Hold	10,830	–	–	0.03%	178
2024 Q4	$809K	Sell	10,830 -360	-3%	-$27.4K	0.03%	181
2024 Q3	$877K	Sell	11,190 -645	-5%	-$49.7K	0.03%	178
2024 Q2	$886K	Buy	11,835 +1,030	+10%	+$76.5K	0.03%	167
2024 Q1	$815K	Hold	10,805	–	–	0.03%	171
2023 Q4	$825K	Buy	10,805 +2,245	+26%	+$164K	0.03%	169
2023 Q3	$619K	Buy	8,560 +225	+3%	+$16.6K	0.02%	181
2023 Q2	$627K	Hold	8,335	–	–	0.02%	190
2023 Q1	$640K	Buy	+8,335	New	+$631K	0.03%	180

Other funds holding BIV

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

TLFA

True Link Financial Advisors San Francisco, California $1.62B AUM 8.33% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Becker Capital Management's BIV Position: Q1 2026 in Review

Becker Capital Management sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q1 2026, closing a stake of 11,333 shares — an estimated $883K sold.

Becker Capital Management first reported a position in BIV in Q1 2023 and held it in 12 quarters. The position peaked at $886K in Q2 2024. 1,005 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

Becker Capital Management reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q1 2026 after selling out during the quarter.
Becker Capital Management sold 11,333 Vanguard Intermediate-Term Bond ETF shares in Q1 2026, an estimated $883K.
Becker Capital Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2023 and held it in 12 quarters.
Becker Capital Management's Vanguard Intermediate-Term Bond ETF position peaked at $886K in Q2 2024.
1,005 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

Based on Becker Capital Management's 13F filing for Q1 2026, filed 11 May 2026.