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

Country Trust Bank’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	-77,000	Closed	-$6M	–	582
2025 Q4	$6M	Hold	77,000	–	–	0.11%	76
2025 Q3	$6.01M	Hold	77,000	–	–	0.13%	77
2025 Q2	$5.96M	Hold	77,000	–	–	0.13%	79
2025 Q1	$5.9M	Hold	77,000	–	–	0.15%	76
2024 Q4	$5.75M	Hold	77,000	–	–	0.14%	76
2024 Q3	$6.03M	Hold	77,000	–	–	0.15%	79
2024 Q2	$5.77M	Hold	77,000	–	–	0.15%	77
2024 Q1	$5.81M	Hold	77,000	–	–	0.15%	77
2023 Q4	$5.88M	Hold	77,000	–	–	0.16%	78
2023 Q3	$5.57M	Hold	77,000	–	–	0.16%	79
2023 Q2	$5.79M	Hold	77,000	–	–	0.16%	79
2023 Q1	$5.91M	Sell	77,000 -300	-0.4%	-$22.7K	0.17%	79
2022 Q4	$5.74M	Sell	77,300 -46	-0.1%	-$3.41K	0.17%	77
2022 Q3	$5.68M	Hold	77,346	–	–	0.18%	76
2022 Q2	$6.01M	Hold	77,346	–	–	0.19%	76
2022 Q1	$6.33M	Hold	77,346	–	–	0.18%	78
2021 Q4	$6.78M	Hold	77,346	–	–	0.18%	79
2021 Q3	$6.92M	Sell	77,346 -33,000	-30%	-$2.99M	0.2%	78
2021 Q2	$9.93M	Sell	110,346 -286	-0.3%	-$25.5K	0.29%	75
2021 Q1	$9.82M	Buy	110,632 +110,286	+31,875%	+$10M	0.31%	75
2020 Q4	$32K	Hold	346	–	–	﹤0.01%	206
2020 Q3	$32K	Buy	+346	New	+$32.4K	﹤0.01%	193

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

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

Country Trust Bank's BIV Position: Q1 2026 in Review

Country Trust Bank sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q1 2026, closing a stake of 77,000 shares — an estimated $6M sold.

Country Trust Bank first reported a position in BIV in Q3 2020 and held it in 22 quarters. The position peaked at $9.93M in Q2 2021. 1,013 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

Country Trust Bank reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q1 2026 after selling out during the quarter.
Country Trust Bank sold 77,000 Vanguard Intermediate-Term Bond ETF shares in Q1 2026, an estimated $6M.
Country Trust Bank first reported a position in Vanguard Intermediate-Term Bond ETF in Q3 2020 and held it in 22 quarters.
Country Trust Bank's Vanguard Intermediate-Term Bond ETF position peaked at $9.93M in Q2 2021.
1,013 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

Based on Country Trust Bank's 13F filing for Q1 2026, filed 10 Apr 2026.