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

Dakota Community 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 Q1	–	Sell	-9,892	Closed	-$770K	–	97
2025 Q4	$770K	Buy	9,892 +7,695	+350%	+$602K	2.64%	9
2025 Q3	$172K	Hold	2,197	–	–	0.68%	57
2025 Q2	$170K	Sell	2,197 -1,964	-47%	-$150K	0.76%	53
2025 Q1	$319K	Hold	4,161	–	–	1.54%	21
2024 Q4	$311K	Buy	+4,161	New	+$316K	1.48%	22
2024 Q1	–	Sell	-1,245	Closed	-$94.4K	–	109
2023 Q4	$94.4K	Buy	+1,245	New	+$91.2K	0.53%	67
2023 Q1	–	Sell	-2,461	Closed	-$183K	–	126
2022 Q4	$183K	Buy	+2,461	New	+$182K	1.04%	37

Other funds holding BIV

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 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 $377B AUM 19.32% 1-Year Est. Return

Dakota Community Bank & Trust's BIV Position: Q1 2026 in Review

Dakota Community Bank & Trust sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q1 2026, closing a stake of 9,892 shares — an estimated $770K sold.

Dakota Community Bank & Trust first reported a position in BIV in Q4 2022 and held it in 7 quarters. The position peaked at $770K in Q4 2025. 1,006 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

Dakota Community Bank & Trust reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q1 2026 after selling out during the quarter.
Dakota Community Bank & Trust sold 9,892 Vanguard Intermediate-Term Bond ETF shares in Q1 2026, an estimated $770K.
Dakota Community Bank & Trust first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2022 and held it in 7 quarters.
Dakota Community Bank & Trust's Vanguard Intermediate-Term Bond ETF position peaked at $770K in Q4 2025.
1,006 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

Based on Dakota Community Bank & Trust's 13F filing for Q1 2026, filed 10 Jun 2026.