Estate Counselors’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Estate Counselors’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	$602K	Sell	7,795 -4,705	-38%	-$366K	0.05%	75
2025 Q4	$974K	Sell	12,500 -1,210	-9%	-$94.6K	0.08%	66
2025 Q3	$1.07M	Hold	13,710	–	–	0.09%	63
2025 Q2	$1.06M	Buy	13,710 +6,780	+98%	+$516K	0.1%	60
2025 Q1	$531K	Sell	6,930 -95	-1%	-$7.17K	0.06%	75
2024 Q4	$525K	Hold	7,025	–	–	0.06%	84
2024 Q3	$551K	Hold	7,025	–	–	0.06%	89
2024 Q2	$526K	Buy	7,025 +145	+2%	+$10.8K	0.06%	99
2024 Q1	$519K	Sell	6,880 -176,680	-96%	-$13.3M	0.06%	96
2023 Q4	$14M	Buy	+183,560	New	+$13.4M	1.73%	15
2023 Q1	–	Sell	-276,675	Closed	-$20.6M	–	133
2022 Q4	$20.6M	Buy	+276,675	New	+$20.5M	2.88%	9
2022 Q2	–	Sell	-3,000	Closed	-$245K	–	170
2022 Q1	$245K	Buy	+3,000	New	+$253K	0.03%	117

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

Estate Counselors's BIV Position: Q1 2026 in Review

Estate Counselors reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 38% in Q1 2026, selling an estimated $366K and leaving 7,795 shares worth $602K. The position accounts for 0.05% of the portfolio, ranked #75.

Estate Counselors first reported a position in BIV in Q1 2022 and has held it in 12 quarters since. The position peaked at $20.6M in Q4 2022. 1,005 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

Estate Counselors held 7,795 shares of Vanguard Intermediate-Term Bond ETF worth $602K as of Q1 2026.
Estate Counselors sold 4,705 Vanguard Intermediate-Term Bond ETF shares in Q1 2026, an estimated $366K.
Vanguard Intermediate-Term Bond ETF made up 0.05% of Estate Counselors's portfolio in Q1 2026, its #75 holding.
Estate Counselors first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2022 and has held it in 12 quarters since.
Estate Counselors's Vanguard Intermediate-Term Bond ETF position peaked at $20.6M in Q4 2022.
1,005 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

Based on Estate Counselors's 13F filing for Q1 2026, filed 15 May 2026.