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 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 $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

Edgestream Partners's BIV Position: Q1 2026 in Review

Edgestream Partners sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q1 2026, closing a stake of 16,959 shares — an estimated $1.32M sold.

Edgestream Partners first reported a position in BIV in Q1 2024 and held it in 5 quarters. The position peaked at $1.94M in Q3 2025. 1,005 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

Edgestream Partners reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q1 2026 after selling out during the quarter.
Edgestream Partners sold 16,959 Vanguard Intermediate-Term Bond ETF shares in Q1 2026, an estimated $1.32M.
Edgestream Partners first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2024 and held it in 5 quarters.
Edgestream Partners's Vanguard Intermediate-Term Bond ETF position peaked at $1.94M in Q3 2025.
1,005 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

Based on Edgestream Partners's 13F filing for Q1 2026, filed 18 May 2026.