Envestnet Portfolio Solutions’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Envestnet Portfolio Solutions’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	$36.1M	Buy	470,818 +20,187	+4%	+$1.55M	0.17%	89
2026 Q1	$34.8M	Sell	450,631 -1,796,360	-80%	-$140M	0.19%	79
2025 Q4	$175M	Buy	2,246,991 +93,829	+4%	+$7.34M	0.61%	40
2025 Q3	$168M	Sell	2,153,162 -37,302	-2%	-$2.89M	0.62%	39
2025 Q2	$169M	Sell	2,190,464 -148,086	-6%	-$11.3M	0.62%	33
2025 Q1	$179M	Buy	2,338,550 +98,543	+4%	+$7.43M	0.69%	28
2024 Q4	$167M	Buy	2,240,007 +85,134	+4%	+$6.47M	0.55%	38
2024 Q3	$169M	Buy	2,154,873 +38,555	+2%	+$2.97M	0.55%	37
2024 Q2	$158M	Sell	2,116,318 -12,101	-0.6%	-$899K	0.55%	38
2024 Q1	$160M	Sell	2,128,419 -43,272	-2%	-$3.26M	0.6%	37
2023 Q4	$166M	Buy	2,171,691 +4,623	+0.2%	+$339K	0.69%	31
2023 Q3	$157M	Buy	+2,167,068	New	+$160M	0.74%	30

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

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

Envestnet Portfolio Solutions's BIV Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 4.5% in Q2 2026, buying an estimated $1.55M and bringing the position to 470,818 shares worth $36.1M. The position accounts for 0.17% of the portfolio, ranked #89.

Envestnet Portfolio Solutions first reported a position in BIV in Q3 2023 and has held it in 12 quarters since. The position peaked at $179M in Q1 2025. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

Envestnet Portfolio Solutions held 470,818 shares of Vanguard Intermediate-Term Bond ETF worth $36.1M as of Q2 2026.
Envestnet Portfolio Solutions bought 20,187 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $1.55M.
Vanguard Intermediate-Term Bond ETF made up 0.17% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #89 holding.
Envestnet Portfolio Solutions first reported a position in Vanguard Intermediate-Term Bond ETF in Q3 2023 and has held it in 12 quarters since.
Envestnet Portfolio Solutions's Vanguard Intermediate-Term Bond ETF position peaked at $179M in Q1 2025.
1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.