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ESL Trust Services’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

ESL Trust Services’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 		$6.52M Buy
85,005
+3,932
+5% +$302K 1.11% 10
2026
Q1 		$6.26M Sell
81,073
-495
-0.6% -$38.5K 1.2% 10
2025
Q4 		$6.35M Buy
81,568
+11,389
+16% +$891K 1.22% 10
2025
Q3 		$5.48M Buy
70,179
+9,487
+16% +$734K 1.08% 11
2025
Q2 		$4.69M Sell
60,692
-1,981
-3% -$151K 0.96% 11
2025
Q1 		$4.8M Sell
62,673
-728
-1% -$54.9K 1.08% 11
2024
Q4 		$4.74M Buy
63,401
+5,055
+9% +$384K 1.06% 11
2024
Q3 		$4.57M Buy
58,346
+10,093
+21% +$778K 1.04% 11
2024
Q2 		$3.61M Buy
48,253
+2,477
+5% +$184K 0.88% 11
2024
Q1 		$3.45M Buy
45,776
+7,547
+20% +$569K 0.9% 11
2023
Q4 		$2.92M Buy
38,229
+6,319
+20% +$463K 0.84% 11
2023
Q3 		$2.31M Buy
31,910
+1,044
+3% +$77.2K 0.74% 11
2023
Q2 		$2.32M Sell
30,866
-1,150
-4% -$87.6K 0.73% 11
2023
Q1 		$2.46M Buy
32,016
+2,549
+9% +$193K 0.8% 11
2022
Q4 		$2.19M Buy
29,467
+1,342
+5% +$99.4K 0.74% 11
2022
Q3 		$2.07M Buy
28,125
+460
+2% +$35.6K 0.77% 11
2022
Q2 		$2.15M Buy
27,665
+545
+2% +$42.7K 0.74% 11
2022
Q1 		$2.22M Sell
27,120
-1,805
-6% -$152K 0.68% 11
2021
Q4 		$2.54M Sell
28,925
-1,210
-4% -$107K 0.73% 11
2021
Q3 		$2.69M Sell
30,135
-2,780
-8% -$252K 0.82% 11
2021
Q2 		$2.96M Buy
32,915
+3,025
+10% +$270K 0.88% 12
2021
Q1 		$2.65M Buy
29,890
+955
+3% +$86.7K 0.84% 12
2020
Q4 		$2.69M Sell
28,935
-740
-2% -$68.9K 0.99% 11
2020
Q3 		$2.77M Buy
29,675
+5,785
+24% +$542K 1.17% 11
2020
Q2 		$2.23M Sell
23,890
-319,825
-93% -$29.3M 1.01% 12
2020
Q1 		$30.6M Buy
343,715
+8,975
+3% +$796K 16.29% 3
2019
Q4 		$29.2M Buy
+334,740
New +$29.3M 13.48% 3

Other funds holding BIV

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Baird Financial Group
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

ESL Trust Services's BIV Position: Q2 2026 in Review

ESL Trust Services increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 4.8% in Q2 2026, buying an estimated $302K and bringing the position to 85,005 shares worth $6.52M. The position accounts for 1.11% of the portfolio, ranked #10.

ESL Trust Services first reported a position in BIV in Q4 2019 and has held it in 27 quarters since. The position peaked at $30.6M in Q1 2020. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • ESL Trust Services held 85,005 shares of Vanguard Intermediate-Term Bond ETF worth $6.52M as of Q2 2026.
  • ESL Trust Services bought 3,932 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $302K.
  • Vanguard Intermediate-Term Bond ETF made up 1.11% of ESL Trust Services's portfolio in Q2 2026, its #10 holding.
  • ESL Trust Services first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2019 and has held it in 27 quarters since.
  • ESL Trust Services's Vanguard Intermediate-Term Bond ETF position peaked at $30.6M in Q1 2020.
  • 1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on ESL Trust Services's 13F filing for Q2 2026, filed 13 Aug 2026.