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

Crews Bank & Trust’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	$147K	Sell	1,916 -45	-2%	-$3.46K	0.02%	261
2026 Q1	$151K	Hold	1,961	–	–	0.02%	243
2025 Q4	$153K	Buy	1,961 +393	+25%	+$30.7K	0.02%	240
2025 Q3	$122K	Hold	1,568	–	–	0.02%	264
2025 Q2	$121K	Hold	1,568	–	–	0.02%	262
2025 Q1	$120K	Hold	1,568	–	–	0.02%	252
2024 Q4	$117K	Buy	+1,568	New	+$119K	0.02%	257

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

Crews Bank & Trust's BIV Position: Q2 2026 in Review

Crews Bank & Trust reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 2.3% in Q2 2026, selling an estimated $3.46K and leaving 1,916 shares worth $147K. The position accounts for 0.02% of the portfolio, ranked #261.

Crews Bank & Trust first reported a position in BIV in Q4 2024 and has held it in 7 quarters since. The position peaked at $153K in Q4 2025. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

Crews Bank & Trust held 1,916 shares of Vanguard Intermediate-Term Bond ETF worth $147K as of Q2 2026.
Crews Bank & Trust sold 45 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $3.46K.
Vanguard Intermediate-Term Bond ETF made up 0.02% of Crews Bank & Trust's portfolio in Q2 2026, its #261 holding.
Crews Bank & Trust first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2024 and has held it in 7 quarters since.
Crews Bank & Trust's Vanguard Intermediate-Term Bond ETF position peaked at $153K in Q4 2025.
1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Crews Bank & Trust's 13F filing for Q2 2026, filed 16 Jul 2026.