Blue Trust Inc’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Blue Trust 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	$37.6K	Buy	490 +119	+32%	+$9.14K	﹤0.01%	1462
2026 Q1	$28.6K	Hold	371	–	–	﹤0.01%	1534
2025 Q4	$28.9K	Hold	371	–	–	﹤0.01%	1555
2025 Q3	$29K	Buy	371 +171	+86%	+$13.2K	﹤0.01%	1570
2025 Q2	$15.5K	Sell	200 -96	-32%	-$7.31K	﹤0.01%	1764
2025 Q1	$22.7K	Buy	296 +125	+73%	+$9.43K	﹤0.01%	1613
2024 Q4	$12.8K	Sell	171 -231	-57%	-$17.6K	﹤0.01%	1747
2024 Q3	$30.1K	Buy	402 +189	+89%	+$14.6K	﹤0.01%	1783
2024 Q2	$16.1K	Hold	213	–	–	﹤0.01%	1762
2024 Q1	$16.1K	Sell	213 -3,231	-94%	-$244K	﹤0.01%	1313
2023 Q4	$249K	Buy	3,444 +3,430	+24,500%	+$251K	﹤0.01%	384
2023 Q3	$1K	Sell	14 -16	-53%	-$1.18K	﹤0.01%	1889
2023 Q2	$2K	Sell	30 -80	-73%	-$6.09K	﹤0.01%	1704
2023 Q1	$8K	Buy	+110	New	+$8.33K	﹤0.01%	1653
2022 Q3	–	Sell	-94	Closed	-$8K	–	2090
2022 Q2	$8K	Buy	+94	New	+$7.37K	﹤0.01%	1262

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

Blue Trust Inc's BIV Position: Q2 2026 in Review

Blue Trust Inc increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 32% in Q2 2026, buying an estimated $9.14K and bringing the position to 490 shares worth $37.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1462.

Blue Trust Inc first reported a position in BIV in Q2 2022 and has held it in 15 quarters since. The position peaked at $249K in Q4 2023. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

Blue Trust Inc held 490 shares of Vanguard Intermediate-Term Bond ETF worth $37.6K as of Q2 2026.
Blue Trust Inc bought 119 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $9.14K.
Vanguard Intermediate-Term Bond ETF made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #1462 holding.
Blue Trust Inc first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2022 and has held it in 15 quarters since.
Blue Trust Inc's Vanguard Intermediate-Term Bond ETF position peaked at $249K in Q4 2023.
1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.