Essex Savings Bank’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Essex Savings Bank’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	-3,141	Closed	-$245K	–	308
2025 Q4	$245K	Hold	3,141	–	–	0.05%	267
2025 Q3	$245K	Hold	3,141	–	–	0.06%	265
2025 Q2	$243K	Hold	3,141	–	–	0.06%	261
2025 Q1	$240K	Hold	3,141	–	–	0.06%	255
2024 Q4	$235K	Buy	3,141 +20	+0.6%	+$1.52K	0.06%	252
2024 Q3	$245K	Buy	3,121 +360	+13%	+$27.8K	0.06%	251
2024 Q2	$207K	Sell	2,761 -3	-0.1%	-$223	0.06%	254
2024 Q1	$211K	Hold	2,764	–	–	0.06%	247
2023 Q4	$211K	Buy	+2,764	New	+$202K	0.06%	247
2023 Q3	–	Sell	-2,796	Closed	-$210K	–	233
2023 Q2	$210K	Buy	+2,796	New	+$213K	0.07%	216
2020 Q4	–	Sell	-2,382	Closed	-$223K	–	195
2020 Q3	$223K	Buy	2,382 +193	+9%	+$18.1K	0.11%	172
2020 Q2	$204K	Buy	+2,189	New	+$200K	0.12%	161
2019 Q3	–	Sell	-2,124	Closed	-$184K	–	226
2019 Q2	$184K	Hold	2,124	–	–	0.06%	241
2019 Q1	$178K	Buy	2,124 +18	+0.9%	+$1.48K	0.1%	153
2018 Q4	$171K	Buy	+2,106	New	+$169K	0.11%	149

Other funds holding BIV

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $1.73B AUM 9.28% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Essex Savings Bank's BIV Position: Q1 2026 in Review

Essex Savings Bank sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q1 2026, closing a stake of 3,141 shares — an estimated $245K sold.

Essex Savings Bank first reported a position in BIV in Q4 2018 and held it in 15 quarters. The position peaked at $245K in Q3 2025. 1,008 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

Essex Savings Bank reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q1 2026 after selling out during the quarter.
Essex Savings Bank sold 3,141 Vanguard Intermediate-Term Bond ETF shares in Q1 2026, an estimated $245K.
Essex Savings Bank first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2018 and held it in 15 quarters.
Essex Savings Bank's Vanguard Intermediate-Term Bond ETF position peaked at $245K in Q3 2025.
1,008 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

Based on Essex Savings Bank's 13F filing for Q1 2026, filed 17 Apr 2026.