Essex Financial Services’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Essex Financial 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	$303K	Buy	3,945 +411	+12%	+$31.6K	0.02%	649
2026 Q1	$273K	Buy	+3,534	New	+$275K	0.02%	644
2024 Q1	–	Sell	-3,335	Closed	-$255K	–	542
2023 Q4	$255K	Buy	+3,335	New	+$244K	0.03%	433
2022 Q4	–	Sell	-3,067	Closed	-$225K	–	479
2022 Q3	$225K	Buy	3,067 +246	+9%	+$19K	0.03%	406
2022 Q2	$219K	Buy	+2,821	New	+$221K	0.02%	437
2016 Q4	–	Sell	-2,412	Closed	-$211K	–	324
2016 Q3	$211K	Buy	+2,412	New	+$212K	0.05%	282

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

Essex Financial Services's BIV Position: Q2 2026 in Review

Essex Financial Services increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 12% in Q2 2026, buying an estimated $31.6K and bringing the position to 3,945 shares worth $303K. The position accounts for 0.02% of the portfolio, ranked #649.

Essex Financial Services first reported a position in BIV in Q3 2016 and has held it in 6 quarters since. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

Essex Financial Services held 3,945 shares of Vanguard Intermediate-Term Bond ETF worth $303K as of Q2 2026.
Essex Financial Services bought 411 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $31.6K.
Vanguard Intermediate-Term Bond ETF made up 0.02% of Essex Financial Services's portfolio in Q2 2026, its #649 holding.
Essex Financial Services first reported a position in Vanguard Intermediate-Term Bond ETF in Q3 2016 and has held it in 6 quarters since.
1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.