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

Covestor’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 		$8K Buy
97
+3
+3% +$230 ﹤0.01% 1709
2026
Q1 		$7K Buy
94
+2
+2% +$156 ﹤0.01% 1639
2025
Q4 		$7K Hold
92
– – ﹤0.01% 1763
2025
Q3 		$7K Buy
92
+3
+3% +$232 ﹤0.01% 1787
2025
Q2 		$7K Buy
89
+11
+14% +$838 ﹤0.01% 1699
2025
Q1 		$6K Buy
78
+27
+53% +$2.04K ﹤0.01% 1693
2024
Q4 		$4K Buy
51
+31
+155% +$2.36K ﹤0.01% 1746
2024
Q3 		$2K Buy
20
+4
+25% +$308 ﹤0.01% 1790
2024
Q2 		$1K Hold
16
– – ﹤0.01% 1936
2024
Q1 		$1K Sell
16
-12
-43% -$904 ﹤0.01% 1912
2023
Q4 		$2K Buy
28
+6
+27% +$439 ﹤0.01% 1825
2023
Q3 		$2K Hold
22
– – ﹤0.01% 1788
2023
Q2 		$2K Hold
22
– – ﹤0.01% 1801
2023
Q1 		$2K Hold
22
– – ﹤0.01% 1737
2022
Q4 		$2K Buy
22
+1
+5% +$74 ﹤0.01% 1751
2022
Q3 		$2K Sell
21
-32
-60% -$2.48K ﹤0.01% 1678
2022
Q2 		$4K Sell
53
-21
-28% -$1.65K ﹤0.01% 1447
2022
Q1 		$6K Buy
74
+7
+10% +$591 ﹤0.01% 1440
2021
Q4 		$6K Buy
+67
New +$5.94K 0.01% 1207

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

Covestor's BIV Position: Q2 2026 in Review

Covestor increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 3.2% in Q2 2026, buying an estimated $230 and bringing the position to 97 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #1709.

Covestor first reported a position in BIV in Q4 2021 and has held it in 19 quarters since. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • Covestor held 97 shares of Vanguard Intermediate-Term Bond ETF worth $8K as of Q2 2026.
  • Covestor bought 3 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $230.
  • Vanguard Intermediate-Term Bond ETF made up ﹤0.01% of Covestor's portfolio in Q2 2026, its #1709 holding.
  • Covestor first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.