Bell Investment Advisors’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Bell Investment Advisors’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	–	Sell	-156	Closed	-$12K	–	1830
2026 Q1	$12K	Buy	+156	New	+$12.1K	﹤0.01%	614
2025 Q2	–	Sell	-782	Closed	-$59.9K	–	1894
2025 Q1	$59.9K	Hold	782	–	–	0.01%	198
2024 Q4	$58.4K	Hold	782	–	–	0.01%	201
2024 Q3	$61.3K	Hold	782	–	–	0.01%	200
2024 Q2	$58.6K	Buy	+782	New	+$58.1K	0.01%	193

Other funds holding BIV

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bell Investment Advisors's BIV Position: Q2 2026 in Review

Bell Investment Advisors sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q2 2026, closing a stake of 156 shares — an estimated $12K sold.

Bell Investment Advisors first reported a position in BIV in Q2 2024 and held it in 5 quarters. The position peaked at $61.3K in Q3 2024. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

Bell Investment Advisors reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q2 2026 after selling out during the quarter.
Bell Investment Advisors sold 156 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $12K.
Bell Investment Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2024 and held it in 5 quarters.
Bell Investment Advisors's Vanguard Intermediate-Term Bond ETF position peaked at $61.3K in Q3 2024.
1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.