Caitlin John’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Caitlin John’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	$366K	Sell	4,777 -34	-0.7%	-$2.61K	0.2%	140
2026 Q1	$371K	Buy	4,811 +602	+14%	+$46.9K	0.22%	81
2025 Q4	$328K	Hold	4,209	–	–	0.21%	122
2025 Q3	$329K	Sell	4,209 -5	-0.1%	-$387	0.23%	99
2025 Q2	$326K	Hold	4,214	–	–	0.3%	86
2025 Q1	$323K	Hold	4,214	–	–	0.32%	81
2024 Q4	$315K	Hold	4,214	–	–	0.21%	100
2024 Q3	$317K	Sell	4,214 -31	-0.7%	-$2.39K	0.2%	109
2024 Q2	$318K	Hold	4,245	–	–	0.23%	99
2024 Q1	$320K	Buy	4,245 +978	+30%	+$73.7K	0.24%	90
2023 Q4	$250K	Buy	+3,267	New	+$239K	0.2%	101

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

Caitlin John's BIV Position: Q2 2026 in Review

Caitlin John reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 0.71% in Q2 2026, selling an estimated $2.61K and leaving 4,777 shares worth $366K. The position accounts for 0.2% of the portfolio, ranked #140.

Caitlin John first reported a position in BIV in Q4 2023 and has held it in 11 quarters since. The position peaked at $371K in Q1 2026. 1,020 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

Caitlin John held 4,777 shares of Vanguard Intermediate-Term Bond ETF worth $366K as of Q2 2026.
Caitlin John sold 34 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $2.61K.
Vanguard Intermediate-Term Bond ETF made up 0.2% of Caitlin John's portfolio in Q2 2026, its #140 holding.
Caitlin John first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2023 and has held it in 11 quarters since.
Caitlin John's Vanguard Intermediate-Term Bond ETF position peaked at $371K in Q1 2026.
1,020 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Caitlin John's 13F filing for Q2 2026, filed 17 Aug 2026.