Cary Street Partners’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Cary Street Partners’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	$33.5M	Sell	476,206 -10,654	-2%	-$818K	0.73%	25
2026 Q1	$34.5M	Buy	486,860 +4,531	+0.9%	+$353K	0.86%	23
2025 Q4	$34.5M	Sell	482,329 -10,383	-2%	-$812K	0.85%	23
2025 Q3	$35.4M	Sell	492,712 -31,113	-6%	-$2.41M	0.92%	19
2025 Q2	$37.5M	Buy	523,825 +15,020	+3%	+$1.14M	1.05%	15
2025 Q1	$36M	Sell	508,805 -63,764	-11%	-$4.81M	1.14%	11
2024 Q4	$39.9M	Buy	+572,569	New	+$43.5M	1.3%	9

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

Cary Street Partners's BIV Position: Q2 2026 in Review

Cary Street Partners reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 2.2% in Q2 2026, selling an estimated $818K and leaving 476,206 shares worth $33.5M. The position accounts for 0.73% of the portfolio, ranked #25.

Cary Street Partners first reported a position in BIV in Q4 2024 and has held it in 7 quarters since. The position peaked at $39.9M in Q4 2024. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

Cary Street Partners held 476,206 shares of Vanguard Intermediate-Term Bond ETF worth $33.5M as of Q2 2026.
Cary Street Partners sold 10,654 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $818K.
Vanguard Intermediate-Term Bond ETF made up 0.73% of Cary Street Partners's portfolio in Q2 2026, its #25 holding.
Cary Street Partners first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2024 and has held it in 7 quarters since.
Cary Street Partners's Vanguard Intermediate-Term Bond ETF position peaked at $39.9M in Q4 2024.
1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Cary Street Partners's 13F filing for Q2 2026, filed 17 Jul 2026.