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

Caldwell Trust’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
Q3 		$1.2M Sell
16,403
-1
-0% -$75 0.09% 154
2026
Q2 		$1.26M Sell
16,404
-2,946
-15% -$226K 0.1% 155
2026
Q1 		$1.49M Buy
19,350
+3,040
+19% +$237K 0.13% 135
2025
Q4 		$1.27M Hold
16,310
– – 0.11% 147
2025
Q3 		$1.27M Buy
16,310
+6,050
+59% +$468K 0.12% 149
2025
Q2 		$794K Hold
10,260
– – 0.08% 177
2025
Q1 		$786K Hold
10,260
– – 0.08% 177
2024
Q4 		$767K Hold
10,260
– – 0.08% 182
2024
Q3 		$804K Buy
10,260
+3,260
+47% +$251K 0.08% 179
2024
Q2 		$524K Hold
7,000
– – 0.06% 208
2024
Q1 		$528K Sell
7,000
-3,300
-32% -$249K 0.06% 216
2023
Q4 		$787K Hold
10,300
– – 0.1% 165
2023
Q3 		$745K Sell
10,300
-2,961
-22% -$219K 0.1% 158
2023
Q2 		$998K Buy
13,261
+8,341
+170% +$635K 0.13% 138
2023
Q1 		$378K Buy
+4,920
New +$373K 0.05% 223
2022
Q3 		– Sell
-1,834
Closed -$142K – 724
2022
Q2 		$142K Sell
1,834
-60
-3% -$4.7K 0.02% 319
2022
Q1 		$155K Sell
1,894
-65
-3% -$5.49K 0.02% 312
2021
Q4 		$172K Sell
1,959
-131
-6% -$11.6K 0.02% 306
2021
Q3 		$187K Hold
2,090
– – 0.02% 286
2021
Q2 		$188K Sell
2,090
-717
-26% -$64K 0.02% 283
2021
Q1 		$249K Buy
2,807
+1,790
+176% +$163K 0.03% 245
2020
Q4 		$94.4K Hold
1,017
– – 0.01% 341
2020
Q3 		$95.1K Sell
1,017
-218
-18% -$20.4K 0.02% 326
2020
Q2 		$115K Hold
1,235
– – 0.02% 308
2020
Q1 		$110K Hold
1,235
– – 0.02% 307
2019
Q4 		$108K Buy
+1,235
New +$108K 0.02% 346

Other funds holding BIV

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
EP Wealth Advisors
EP Wealth Advisors Torrance, California $24.4B AUM 17.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $73.6B AUM 18.65% 1-Year Est. Return
True Link Financial Advisors
True Link Financial Advisors San Francisco, California $1.74B AUM 3.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
United Capital Financial Advisors
United Capital Financial Advisors Irving, Texas $18.4B AUM 17.63% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Lincoln National Corp
Lincoln National Corp Radnor, Pennsylvania $3.68B AUM 7.84% 1-Year Est. Return

Caldwell Trust's BIV Position: Q3 2026 in Review

Caldwell Trust reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 0.01% in Q3 2026, selling an estimated $75 and leaving 16,403 shares worth $1.2M. The position accounts for 0.09% of the portfolio, ranked #154.

Caldwell Trust first reported a position in BIV in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.49M in Q1 2026. 900 funds tracked by Wall St. Rank hold BIV as of Q3 2026.

  • Caldwell Trust held 16,403 shares of Vanguard Intermediate-Term Bond ETF worth $1.2M as of Q3 2026.
  • Caldwell Trust sold 1 Vanguard Intermediate-Term Bond ETF share in Q3 2026, an estimated $75.
  • Vanguard Intermediate-Term Bond ETF made up 0.09% of Caldwell Trust's portfolio in Q3 2026, its #154 holding.
  • Caldwell Trust first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2019 and has held it in 26 quarters since.
  • Caldwell Trust's Vanguard Intermediate-Term Bond ETF position peaked at $1.49M in Q1 2026.
  • 900 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2026.

Based on Caldwell Trust's 13F filing for Q3 2026, filed 30 Oct 2026.