BEI
BIV icon

Benjamin Edwards Inc’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Benjamin Edwards Inc’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 		$2.25M Buy
29,318
+2,145
+8% +$165K 0.02% 542
2026
Q1 		$2.1M Buy
27,173
+2,442
+10% +$190K 0.02% 532
2025
Q4 		$1.93M Buy
24,731
+4,747
+24% +$371K 0.02% 518
2025
Q3 		$1.56M Buy
19,984
+10,596
+113% +$820K 0.02% 556
2025
Q2 		$726K Buy
+9,388
New +$715K 0.01% 730
2025
Q1 		– Sell
-3,015
Closed -$225K – 1087
2024
Q4 		$225K Sell
3,015
-132
-4% -$10K ﹤0.01% 1049
2024
Q3 		$247K Buy
3,147
+1,157
+58% +$89.2K ﹤0.01% 1008
2024
Q2 		$149K Buy
1,990
+102
+5% +$7.58K 0.03% 378
2024
Q1 		$142K Sell
1,888
-519
-22% -$39.1K 0.03% 379
2023
Q4 		$184K Hold
2,407
– – 0.04% 334
2023
Q3 		$174K Hold
2,407
– – 0.04% 307
2023
Q2 		$181K Buy
2,407
+61
+3% +$4.65K 0.04% 288
2023
Q1 		$180K Buy
2,346
+220
+10% +$16.7K 0.04% 294
2022
Q4 		$158K Buy
2,126
+315
+17% +$23.3K 0.04% 294
2022
Q3 		$133K Buy
1,811
+149
+9% +$11.5K 0.04% 305
2022
Q2 		$129K Buy
1,662
+929
+127% +$72.8K 0.04% 305
2022
Q1 		$60K Buy
733
+528
+258% +$44.6K 0.02% 433
2021
Q4 		$18K Buy
+205
New +$18.2K 0.01% 531

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

Benjamin Edwards Inc's BIV Position: Q2 2026 in Review

Benjamin Edwards Inc increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 7.9% in Q2 2026, buying an estimated $165K and bringing the position to 29,318 shares worth $2.25M. The position accounts for 0.02% of the portfolio, ranked #542.

Benjamin Edwards Inc first reported a position in BIV in Q4 2021 and has held it in 18 quarters since. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • Benjamin Edwards Inc held 29,318 shares of Vanguard Intermediate-Term Bond ETF worth $2.25M as of Q2 2026.
  • Benjamin Edwards Inc bought 2,145 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $165K.
  • Vanguard Intermediate-Term Bond ETF made up 0.02% of Benjamin Edwards Inc's portfolio in Q2 2026, its #542 holding.
  • Benjamin Edwards Inc first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2021 and has held it in 18 quarters since.
  • 1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.