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 Q2	–	Sell	-7,795	Closed	-$602K	–	95
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 $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

Estate Counselors's BIV Position: Q2 2026 in Review

Estate Counselors sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q2 2026, closing a stake of 7,795 shares — an estimated $602K sold.

Estate Counselors first reported a position in BIV in Q1 2022 and held it in 12 quarters. The position peaked at $20.6M in Q4 2022. 1,020 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

Estate Counselors reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q2 2026 after selling out during the quarter.
Estate Counselors sold 7,795 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $602K.
Estate Counselors first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2022 and held it in 12 quarters.
Estate Counselors's Vanguard Intermediate-Term Bond ETF position peaked at $20.6M in Q4 2022.
1,020 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Estate Counselors's 13F filing for Q2 2026, filed 7 Aug 2026.