Brown, Lisle/Cummings’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Brown, Lisle/Cummings’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	$30.7K	Buy	+400	New	+$30.7K	0.01%	451

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

Brown, Lisle/Cummings's BIV Position: Q2 2026 in Review

Brown, Lisle/Cummings opened a new position in Vanguard Intermediate-Term Bond ETF (BIV) in Q2 2026: 400 shares worth $30.7K. The stake represents 0.01% of the portfolio and ranks #451 among its holdings.

1,020 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

Brown, Lisle/Cummings held 400 shares of Vanguard Intermediate-Term Bond ETF worth $30.7K as of Q2 2026.
Vanguard Intermediate-Term Bond ETF was a new Brown, Lisle/Cummings position in Q2 2026.
Vanguard Intermediate-Term Bond ETF made up 0.01% of Brown, Lisle/Cummings's portfolio in Q2 2026, its #451 holding.
1,020 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Brown, Lisle/Cummings's 13F filing for Q2 2026, filed 2 Sep 2026.