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 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 $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

TLFA

True Link Financial Advisors San Francisco, California $1.62B AUM 8.33% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Caitlin John's BIV Position: Q1 2026 in Review

Caitlin John increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 14% in Q1 2026, buying an estimated $46.9K and bringing the position to 4,811 shares worth $371K. The position accounts for 0.22% of the portfolio, ranked #81.

Caitlin John first reported a position in BIV in Q4 2023 and has held it in 10 quarters since. 1,005 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

Caitlin John held 4,811 shares of Vanguard Intermediate-Term Bond ETF worth $371K as of Q1 2026.
Caitlin John bought 602 Vanguard Intermediate-Term Bond ETF shares in Q1 2026, an estimated $46.9K.
Vanguard Intermediate-Term Bond ETF made up 0.22% of Caitlin John's portfolio in Q1 2026, its #81 holding.
Caitlin John first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2023 and has held it in 10 quarters since.
1,005 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

Based on Caitlin John's 13F filing for Q1 2026, filed 13 May 2026.