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

Edgestream 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 Q2	$1.74M	Buy	+22,629	New	+$1.74M	0.05%	554
2026 Q1	–	Sell	-16,959	Closed	-$1.32M	–	892
2025 Q4	$1.32M	Sell	16,959 -7,849	-32%	-$614K	0.04%	634
2025 Q3	$1.94M	Buy	24,808 +10,116	+69%	+$783K	0.06%	534
2025 Q2	$1.14M	Buy	+14,692	New	+$1.12M	0.03%	621
2024 Q4	–	Sell	-2,700	Closed	-$212K	–	866
2024 Q3	$212K	Buy	+2,700	New	+$208K	0.01%	805
2024 Q2	–	Sell	-14,254	Closed	-$1.07M	–	853
2024 Q1	$1.07M	Buy	+14,254	New	+$1.07M	0.05%	480

Other funds holding BIV

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Edgestream Partners's BIV Position: Q2 2026 in Review

Edgestream Partners opened a new position in Vanguard Intermediate-Term Bond ETF (BIV) in Q2 2026: 22,629 shares worth $1.74M. The stake represents 0.05% of the portfolio and ranks #554 among its holdings. This is a return to the name: Edgestream Partners previously reported a position in BIV as recently as Q4 2025.

Edgestream Partners first reported a position in BIV in Q1 2024 and has held it in 6 quarters since. The position peaked at $1.94M in Q3 2025. 1,024 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

Edgestream Partners held 22,629 shares of Vanguard Intermediate-Term Bond ETF worth $1.74M as of Q2 2026.
Vanguard Intermediate-Term Bond ETF was a new Edgestream Partners position in Q2 2026.
Vanguard Intermediate-Term Bond ETF made up 0.05% of Edgestream Partners's portfolio in Q2 2026, its #554 holding.
Edgestream Partners first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2024 and has held it in 6 quarters since.
Edgestream Partners's Vanguard Intermediate-Term Bond ETF position peaked at $1.94M in Q3 2025.
1,024 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Edgestream Partners's 13F filing for Q2 2026, filed 11 Aug 2026.