Eagle Global Advisors’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Eagle Global Advisors’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	$1.06M	Buy	13,770 +235	+2%	+$18.3K	0.04%	162
2025 Q4	$1.05M	Buy	13,535 +4,085	+43%	+$319K	0.04%	170
2025 Q3	$738K	Buy	9,450 +1,120	+13%	+$86.7K	0.03%	184
2025 Q2	$644K	Buy	8,330 +95	+1%	+$7.24K	0.03%	180
2025 Q1	$631K	Hold	8,235	–	–	0.03%	187
2024 Q4	$615K	Buy	+8,235	New	+$626K	0.03%	180
2022 Q4	–	Sell	-31,020	Closed	-$2.28M	–	217
2022 Q3	$2.28M	Sell	31,020 -1,640	-5%	-$127K	0.17%	105
2022 Q2	$2.54M	Sell	32,660 -18,688	-36%	-$1.47M	0.19%	100
2022 Q1	$4.21M	Buy	51,348 +1,015	+2%	+$85.7K	0.26%	89
2021 Q4	$4.41M	Buy	50,333 +1,065	+2%	+$94.5K	0.28%	82
2021 Q3	$4.41M	Sell	49,268 -210	-0.4%	-$19K	0.29%	82
2021 Q2	$4.45M	Sell	49,478 -300	-0.6%	-$26.8K	0.29%	86
2021 Q1	$4.42M	Buy	49,778 +1,889	+4%	+$172K	0.33%	77
2020 Q4	$4.45M	Buy	47,889 +23,931	+100%	+$2.23M	0.35%	75
2020 Q3	$2.24M	Buy	+23,958	New	+$2.24M	0.2%	93

Other funds holding BIV

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $1.62B AUM 8.33% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Eagle Global Advisors's BIV Position: Q1 2026 in Review

Eagle Global Advisors increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 1.7% in Q1 2026, buying an estimated $18.3K and bringing the position to 13,770 shares worth $1.06M. The position accounts for 0.04% of the portfolio, ranked #162.

Eagle Global Advisors first reported a position in BIV in Q3 2020 and has held it in 15 quarters since. The position peaked at $4.45M in Q2 2021. 1,005 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

Eagle Global Advisors held 13,770 shares of Vanguard Intermediate-Term Bond ETF worth $1.06M as of Q1 2026.
Eagle Global Advisors bought 235 Vanguard Intermediate-Term Bond ETF shares in Q1 2026, an estimated $18.3K.
Vanguard Intermediate-Term Bond ETF made up 0.04% of Eagle Global Advisors's portfolio in Q1 2026, its #162 holding.
Eagle Global Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q3 2020 and has held it in 15 quarters since.
Eagle Global Advisors's Vanguard Intermediate-Term Bond ETF position peaked at $4.45M in Q2 2021.
1,005 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

Based on Eagle Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.