DT Investment Partners’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

DT Investment Partners’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	-1,114	Closed	-$86.8K	–	520
2025 Q4	$86.8K	Buy	+1,114	New	+$87.1K	0.01%	213
2022 Q2	–	Sell	-5,582	Closed	-$457K	–	146
2022 Q1	$457K	Sell	5,582 -221	-4%	-$18.7K	0.06%	117
2021 Q4	$508K	Buy	5,803 +1,988	+52%	+$176K	0.07%	101
2021 Q3	$341K	Buy	3,815 +140	+4%	+$12.7K	0.05%	118
2021 Q2	$331K	Hold	3,675	–	–	0.05%	104
2021 Q1	$326K	Buy	+3,675	New	+$334K	0.05%	108

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

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

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

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

DT Investment Partners's BIV Position: Q1 2026 in Review

DT Investment Partners sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q1 2026, closing a stake of 1,114 shares — an estimated $86.8K sold.

DT Investment Partners first reported a position in BIV in Q1 2021 and held it in 6 quarters. The position peaked at $508K in Q4 2021. 1,013 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

DT Investment Partners reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q1 2026 after selling out during the quarter.
DT Investment Partners sold 1,114 Vanguard Intermediate-Term Bond ETF shares in Q1 2026, an estimated $86.8K.
DT Investment Partners first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2021 and held it in 6 quarters.
DT Investment Partners's Vanguard Intermediate-Term Bond ETF position peaked at $508K in Q4 2021.
1,013 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

Based on DT Investment Partners's 13F filing for Q1 2026, filed 15 May 2026.