Crestwood Advisors Group’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Crestwood Advisors Group’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	$282K	Hold	3,675	–	–	﹤0.01%	701
2026 Q1	$284K	Hold	3,675	–	–	﹤0.01%	603
2025 Q4	$286K	Hold	3,675	–	–	﹤0.01%	537
2025 Q3	$287K	Hold	3,675	–	–	﹤0.01%	474
2025 Q2	$284K	Hold	3,675	–	–	0.01%	455
2025 Q1	$281K	Hold	3,675	–	–	0.01%	439
2024 Q4	$275K	Buy	+3,675	New	+$279K	0.01%	397
2022 Q1	–	Sell	-4,510	Closed	-$395K	–	291
2021 Q4	$395K	Hold	4,510	–	–	0.01%	223
2021 Q3	$403K	Hold	4,510	–	–	0.01%	208
2021 Q2	$406K	Hold	4,510	–	–	0.01%	205
2021 Q1	$400K	Buy	+4,510	New	+$410K	0.01%	200
2017 Q2	–	Sell	-169	Closed	-$14K	–	188
2017 Q1	$14K	Buy	+169	New	+$14.1K	﹤0.01%	409

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

Crestwood Advisors Group's BIV Position: Q2 2026 in Review

Crestwood Advisors Group held its Vanguard Intermediate-Term Bond ETF (BIV) position steady in Q2 2026 at 3,675 shares worth $282K. The position accounts for ﹤0.01% of the portfolio, ranked #701.

Crestwood Advisors Group first reported a position in BIV in Q1 2017 and has held it in 12 quarters since. The position peaked at $406K in Q2 2021. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

Crestwood Advisors Group held 3,675 shares of Vanguard Intermediate-Term Bond ETF worth $282K as of Q2 2026.
Crestwood Advisors Group left its Vanguard Intermediate-Term Bond ETF share count unchanged in Q2 2026.
Vanguard Intermediate-Term Bond ETF made up ﹤0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #701 holding.
Crestwood Advisors Group first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2017 and has held it in 12 quarters since.
Crestwood Advisors Group's Vanguard Intermediate-Term Bond ETF position peaked at $406K in Q2 2021.
1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.