Cresset Asset Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Cresset Asset 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 Q2	$288K	Buy	3,748 +299	+9%	+$23K	﹤0.01%	1407
2026 Q1	$266K	Sell	3,449 -1,986	-37%	-$155K	﹤0.01%	1328
2025 Q4	$423K	Buy	+5,435	New	+$425K	﹤0.01%	1143
2025 Q2	–	Sell	-15,643	Closed	-$1.2M	–	1475
2025 Q1	$1.2M	Buy	15,643 +12,676	+427%	+$956K	0.01%	709
2024 Q4	$222K	Sell	2,967 -13	-0.4%	-$988	﹤0.01%	1514
2024 Q3	$234K	Buy	+2,980	New	+$230K	﹤0.01%	1924
2024 Q2	–	Sell	-7,768	Closed	-$586K	–	2107
2024 Q1	$586K	Buy	7,768 +2,696	+53%	+$203K	﹤0.01%	1265
2023 Q4	$387K	Buy	+5,072	New	+$371K	﹤0.01%	1362
2023 Q3	–	Sell	-7,607	Closed	-$572K	–	1826
2023 Q2	$572K	Buy	7,607 +2,534	+50%	+$193K	﹤0.01%	1211
2023 Q1	$389K	Buy	+5,073	New	+$384K	0.01%	551
2022 Q3	–	Sell	-5,465	Closed	-$424K	–	890
2022 Q2	$424K	Buy	+5,465	New	+$429K	0.01%	611

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

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

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

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

Cresset Asset Management's BIV Position: Q2 2026 in Review

Cresset Asset Management increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 8.7% in Q2 2026, buying an estimated $23K and bringing the position to 3,748 shares worth $288K. The position accounts for ﹤0.01% of the portfolio, ranked #1407.

Cresset Asset Management first reported a position in BIV in Q2 2022 and has held it in 11 quarters since. The position peaked at $1.2M in Q1 2025. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

Cresset Asset Management held 3,748 shares of Vanguard Intermediate-Term Bond ETF worth $288K as of Q2 2026.
Cresset Asset Management bought 299 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $23K.
Vanguard Intermediate-Term Bond ETF made up ﹤0.01% of Cresset Asset Management's portfolio in Q2 2026, its #1407 holding.
Cresset Asset Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2022 and has held it in 11 quarters since.
Cresset Asset Management's Vanguard Intermediate-Term Bond ETF position peaked at $1.2M in Q1 2025.
1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Cresset Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.