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

Coastline 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
Q2 		$31.1K Hold
405
– – ﹤0.01% 307
2026
Q1 		$31.3K Hold
405
– – ﹤0.01% 307
2025
Q4 		$31.5K Hold
405
– – ﹤0.01% 304
2025
Q3 		$31.6K Hold
405
– – ﹤0.01% 292
2025
Q2 		$31.3K Hold
405
– – ﹤0.01% 294
2025
Q1 		$31K Hold
405
– – ﹤0.01% 296
2024
Q4 		$30.3K Hold
405
– – ﹤0.01% 309
2024
Q3 		$31.7K Buy
+405
New +$31.2K ﹤0.01% 316
2022
Q4 		– Sell
-3,990
Closed -$310K – 285
2022
Q3 		$310K Hold
3,990
– – 0.05% 258
2022
Q2 		$310K Sell
3,990
-46,468
-92% -$3.64M 0.05% 269
2022
Q1 		$4.13M Sell
50,458
-34,014
-40% -$2.87M 0.5% 63
2021
Q4 		$7.4M Sell
84,472
-13,335
-14% -$1.18M 0.84% 24
2021
Q3 		$8.75M Buy
97,807
+220
+0.2% +$19.9K 1.09% 15
2021
Q2 		$8.78M Sell
97,587
-255
-0.3% -$22.8K 1.09% 15
2021
Q1 		$8.68M Buy
97,842
+2,987
+3% +$271K 1.12% 10
2020
Q4 		$8.81M Sell
94,855
-4,799
-5% -$447K 1.17% 9
2020
Q3 		$9.32M Buy
99,654
+17,494
+21% +$1.64M 1.4% 7
2020
Q2 		$7.66M Buy
82,160
+17,695
+27% +$1.62M 1.21% 10
2020
Q1 		$5.76M Buy
64,465
+12,290
+24% +$1.09M 1.04% 15
2019
Q4 		$4.55M Buy
52,175
+1,730
+3% +$151K 0.63% 43
2019
Q3 		$4.44M Sell
50,445
-6,212
-11% -$543K 0.65% 38
2019
Q2 		$4.9M Buy
56,657
+5,625
+11% +$475K 0.71% 34
2019
Q1 		$4.28M Buy
51,032
+1,200
+2% +$98.8K 0.64% 42
2018
Q4 		$4.05M Buy
49,832
+5,437
+12% +$435K 0.7% 38
2018
Q3 		$3.57M Buy
44,395
+3,320
+8% +$268K 0.51% 61
2018
Q2 		$3.33M Sell
41,075
-23,835
-37% -$1.93M 0.5% 61
2018
Q1 		$5.31M Sell
64,910
-7,285
-10% -$598K 0.82% 24
2017
Q4 		$6.05M Buy
72,195
+430
+0.6% +$36.2K 0.91% 21
2017
Q3 		$6.08M Buy
71,765
+290
+0.4% +$24.6K 1.06% 15
2017
Q2 		$6.04M Buy
71,475
+223
+0.3% +$18.8K 1.1% 13
2017
Q1 		$5.96M Sell
71,252
-2,525
-3% -$210K 1.11% 14
2016
Q4 		$6.13M Buy
73,777
+2,305
+3% +$196K 1.2% 8
2016
Q3 		$6.27M Buy
71,472
+1,885
+3% +$165K 1.23% 9
2016
Q2 		$6.13M Buy
69,587
+1,090
+2% +$94.2K 1.24% 9
2016
Q1 		$5.91M Buy
68,497
+7,810
+13% +$662K 1.26% 9
2015
Q4 		$5.04M Buy
60,687
+15,545
+34% +$1.31M 1.11% 13
2015
Q3 		$3.83M Buy
45,142
+270
+0.6% +$22.7K 0.87% 24
2015
Q2 		$3.76M Buy
44,872
+4,015
+10% +$341K 0.79% 30
2015
Q1 		$3.52M Buy
40,857
+3,709
+10% +$318K 0.72% 36
2014
Q4 		$3.15M Buy
37,148
+26,753
+257% +$2.27M 0.66% 52
2014
Q3 		$875K Hold
10,395
– – 0.23% 135
2014
Q2 		$880K Sell
10,395
-2,400
-19% -$202K 0.23% 135
2014
Q1 		$1.07M Sell
12,795
-595
-4% -$49.5K 0.28% 127
2013
Q4 		$1.09M Sell
13,390
-50
-0.4% -$4.17K 0.3% 123
2013
Q3 		$1.12M Sell
13,440
-600
-4% -$49.7K 0.33% 116
2013
Q2 		$1.17M Buy
+14,040
New +$1.22M 0.36% 105

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
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
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

Coastline Trust's BIV Position: Q2 2026 in Review

Coastline Trust held its Vanguard Intermediate-Term Bond ETF (BIV) position steady in Q2 2026 at 405 shares worth $31.1K. The position accounts for ﹤0.01% of the portfolio, ranked #307.

Coastline Trust first reported a position in BIV in Q2 2013 and has held it in 46 quarters since. The position peaked at $9.32M in Q3 2020. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • Coastline Trust held 405 shares of Vanguard Intermediate-Term Bond ETF worth $31.1K as of Q2 2026.
  • Coastline Trust left its Vanguard Intermediate-Term Bond ETF share count unchanged in Q2 2026.
  • Vanguard Intermediate-Term Bond ETF made up ﹤0.01% of Coastline Trust's portfolio in Q2 2026, its #307 holding.
  • Coastline Trust first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2013 and has held it in 46 quarters since.
  • Coastline Trust's Vanguard Intermediate-Term Bond ETF position peaked at $9.32M in Q3 2020.
  • 1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Coastline Trust's 13F filing for Q2 2026, filed 14 Aug 2026.