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

Colonial Trust Advisors’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 		$25.8K Buy
+336
New +$25.8K ﹤0.01% 448
2024
Q2 		– Sell
-4
Closed -$302 – 786
2024
Q1 		$302 Buy
+4
New +$301 ﹤0.01% 943

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 22.9% 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

Colonial Trust Advisors's BIV Position: Q2 2026 in Review

Colonial Trust Advisors opened a new position in Vanguard Intermediate-Term Bond ETF (BIV) in Q2 2026: 336 shares worth $25.8K. The stake represents ﹤0.01% of the portfolio and ranks #448 among its holdings. This is a return to the name: Colonial Trust Advisors previously reported a position in BIV as recently as Q1 2024.

Colonial Trust Advisors first reported a position in BIV in Q1 2024 and has held it in 2 quarters since. 1,024 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • Colonial Trust Advisors held 336 shares of Vanguard Intermediate-Term Bond ETF worth $25.8K as of Q2 2026.
  • Vanguard Intermediate-Term Bond ETF was a new Colonial Trust Advisors position in Q2 2026.
  • Vanguard Intermediate-Term Bond ETF made up ﹤0.01% of Colonial Trust Advisors's portfolio in Q2 2026, its #448 holding.
  • Colonial Trust Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2024 and has held it in 2 quarters since.
  • 1,024 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Colonial Trust Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.