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Coldstream Capital Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Coldstream Capital Management’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
-2,792
Closed -$217K – 1201
2025
Q4 		$217K Buy
+2,792
New +$218K ﹤0.01% 1052
2025
Q2 		– Sell
-16,517
Closed -$1.26M – 1395
2025
Q1 		$1.26M Buy
16,517
+212
+1% +$16K 0.03% 336
2024
Q4 		$1.22M Buy
16,305
+865
+6% +$65.8K 0.03% 346
2024
Q3 		$1.21M Hold
15,440
– – 0.03% 327
2024
Q2 		$1.16M Buy
15,440
+18
+0.1% +$1.34K 0.03% 296
2024
Q1 		$1.16M Buy
15,422
+587
+4% +$44.2K 0.03% 297
2023
Q4 		$1.13M Sell
14,835
-1,556
-9% -$114K 0.03% 270
2023
Q3 		$1.19M Hold
16,391
– – 0.04% 242
2023
Q2 		$1.23M Hold
16,391
– – 0.04% 240
2023
Q1 		$1.26M Sell
16,391
-109
-0.7% -$8.26K 0.04% 233
2022
Q4 		$1.23M Buy
+16,500
New +$1.22M 0.04% 239
2022
Q2 		$852K Buy
10,976
+3,219
+41% +$252K 0.03% 259
2022
Q1 		$635K Sell
7,757
-575
-7% -$48.6K 0.02% 307
2021
Q4 		$730K Buy
8,332
+147
+2% +$13K 0.02% 299
2021
Q3 		$732K Buy
8,185
+120
+1% +$10.9K 0.04% 214
2021
Q2 		$725K Buy
+8,065
New +$720K 0.03% 229
2013
Q4 		– Sell
-3,241
Closed -$271K – 188
2013
Q3 		$271K Sell
3,241
-100
-3% -$8.29K 0.09% 131
2013
Q2 		$279K Buy
+3,341
New +$290K 0.09% 129

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

Coldstream Capital Management's BIV Position: Q1 2026 in Review

Coldstream Capital Management sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q1 2026, closing a stake of 2,792 shares — an estimated $217K sold.

Coldstream Capital Management first reported a position in BIV in Q2 2013 and held it in 18 quarters. The position peaked at $1.26M in Q1 2025. 1,013 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

  • Coldstream Capital Management reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Coldstream Capital Management sold 2,792 Vanguard Intermediate-Term Bond ETF shares in Q1 2026, an estimated $217K.
  • Coldstream Capital Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2013 and held it in 18 quarters.
  • Coldstream Capital Management's Vanguard Intermediate-Term Bond ETF position peaked at $1.26M in Q1 2025.
  • 1,013 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

Based on Coldstream Capital Management's 13F filing for Q1 2026, filed 8 May 2026.