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

Clearstead 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
Q1 		– Sell
-214
Closed -$16.7K – 987
2025
Q4 		$16.7K Hold
214
– – ﹤0.01% 478
2025
Q3 		$16.7K Hold
214
– – ﹤0.01% 481
2025
Q2 		$16.6K Hold
214
– – ﹤0.01% 473
2025
Q1 		$16.4K Buy
+214
New +$16.1K ﹤0.01% 384

Other funds holding BIV

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Baird Financial Group
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Clearstead Trust's BIV Position: Q1 2026 in Review

Clearstead Trust sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q1 2026, closing a stake of 214 shares — an estimated $16.7K sold.

Clearstead Trust first reported a position in BIV in Q1 2025 and held it in 4 quarters. The position peaked at $16.7K in Q3 2025. 1,013 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

  • Clearstead Trust reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Clearstead Trust sold 214 Vanguard Intermediate-Term Bond ETF shares in Q1 2026, an estimated $16.7K.
  • Clearstead Trust first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2025 and held it in 4 quarters.
  • Clearstead Trust's Vanguard Intermediate-Term Bond ETF position peaked at $16.7K in Q3 2025.
  • 1,013 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

Based on Clearstead Trust's 13F filing for Q1 2026, filed 6 May 2026.