Evanson Asset Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Evanson Asset Management’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	$1.39M	Sell	18,016 -38	-0.2%	-$2.96K	0.07%	108
2025 Q4	$1.41M	Buy	18,054 +10,950	+154%	+$856K	0.08%	112
2025 Q3	$555K	Hold	7,104	–	–	0.03%	188
2025 Q2	$549K	Sell	7,104 -4,730	-40%	-$360K	0.03%	189
2025 Q1	$906K	Buy	11,834 +30	+0.3%	+$2.26K	0.06%	130
2024 Q4	$882K	Buy	11,804 +4,701	+66%	+$357K	0.06%	131
2024 Q3	$557K	Sell	7,103 -37	-0.5%	-$2.85K	0.04%	162
2024 Q2	$535K	Buy	7,140 +3	+0%	+$223	0.04%	161
2024 Q1	$538K	Buy	7,137 +1	+0%	+$75	0.04%	174
2023 Q4	$545K	Buy	7,136 +4	+0.1%	+$293	0.04%	163
2023 Q3	$516K	Sell	7,132 -1,094	-13%	-$80.9K	0.05%	159
2023 Q2	$619K	Buy	8,226 +1,136	+16%	+$86.5K	0.06%	140
2023 Q1	$544K	Buy	7,090 +2	+0%	+$151	0.05%	147
2022 Q4	$527K	Buy	7,088 +2	+0%	+$148	0.06%	150
2022 Q3	$521K	Sell	7,086 -46	-0.6%	-$3.56K	0.06%	144
2022 Q2	$554K	Buy	7,132 +1	+0%	+$78	0.06%	142
2022 Q1	$584K	Buy	7,131 +1	+0%	+$84	0.06%	150
2021 Q4	$625K	Sell	7,130 -1,896	-21%	-$168K	0.06%	154
2021 Q3	$812K	Buy	9,026 +1,902	+27%	+$172K	0.08%	120
2021 Q2	$641K	Buy	7,124 +3	+0%	+$268	0.07%	147
2021 Q1	$632K	Buy	7,121 +1	+0%	+$91	0.09%	137
2020 Q4	$661K	Buy	7,120 +3	+0%	+$279	0.11%	122
2020 Q3	$665K	Buy	7,117 +3,730	+110%	+$349K	0.12%	102
2020 Q2	$316K	Sell	3,387 -1,018	-23%	-$93.2K	0.06%	165
2020 Q1	$394K	Buy	4,405 +673	+18%	+$59.7K	0.09%	135
2019 Q4	$325K	Buy	3,732 +9	+0.2%	+$788	0.06%	171
2019 Q3	$328K	Buy	3,723 +6	+0.2%	+$524	0.07%	170
2019 Q2	$321K	Buy	3,717 +7	+0.2%	+$591	0.06%	171
2019 Q1	$311K	Buy	3,710 +5	+0.1%	+$412	0.06%	170
2018 Q4	$301K	Buy	3,705 +9	+0.2%	+$721	0.07%	166
2018 Q3	$297K	Sell	3,696 -1,714	-32%	-$139K	0.06%	182
2018 Q2	$438K	Sell	5,410 -442	-8%	-$35.7K	0.09%	143
2018 Q1	$478K	Buy	5,852 +1,997	+52%	+$164K	0.1%	136
2017 Q4	$323K	Buy	3,855 +53	+1%	+$4.47K	0.07%	180
2017 Q3	$322K	Buy	3,802 +138	+4%	+$11.7K	0.07%	163
2017 Q2	$310K	Buy	3,664 +6	+0.2%	+$507	0.07%	163
2017 Q1	$306K	Buy	3,658 +4	+0.1%	+$333	0.08%	160
2016 Q4	$304K	Buy	3,654 +11	+0.3%	+$934	0.08%	155
2016 Q3	$319K	Buy	3,643 +5	+0.1%	+$439	0.09%	147
2016 Q2	$320K	Buy	3,638 +6	+0.2%	+$519	0.1%	148
2016 Q1	$313K	Sell	3,632 -169	-4%	-$14.3K	0.11%	140
2015 Q4	$316K	Sell	3,801 -2,693	-41%	-$227K	0.12%	142
2015 Q3	$551K	Buy	6,494 +19	+0.3%	+$1.6K	0.21%	89
2015 Q2	$543K	Buy	6,475 +20	+0.3%	+$1.7K	0.19%	100
2015 Q1	$556K	Sell	6,455 -416	-6%	-$35.7K	0.2%	96
2014 Q4	$582K	Buy	6,871 +1,834	+36%	+$156K	0.21%	89
2014 Q3	$424K	Sell	5,037 -524	-9%	-$44.3K	0.17%	109
2014 Q2	$471K	Buy	5,561 +326	+6%	+$27.4K	0.18%	109
2014 Q1	$436K	Buy	5,235 +586	+13%	+$48.7K	0.19%	107
2013 Q4	$380K	Buy	+4,649	New	+$388K	0.17%	109

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

Evanson Asset Management's BIV Position: Q1 2026 in Review

Evanson Asset Management reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 0.21% in Q1 2026, selling an estimated $2.96K and leaving 18,016 shares worth $1.39M. The position accounts for 0.07% of the portfolio, ranked #108.

Evanson Asset Management first reported a position in BIV in Q4 2013 and has held it in 50 quarters since. The position peaked at $1.41M in Q4 2025. 1,005 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

Evanson Asset Management held 18,016 shares of Vanguard Intermediate-Term Bond ETF worth $1.39M as of Q1 2026.
Evanson Asset Management sold 38 Vanguard Intermediate-Term Bond ETF shares in Q1 2026, an estimated $2.96K.
Vanguard Intermediate-Term Bond ETF made up 0.07% of Evanson Asset Management's portfolio in Q1 2026, its #108 holding.
Evanson Asset Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2013 and has held it in 50 quarters since.
Evanson Asset Management's Vanguard Intermediate-Term Bond ETF position peaked at $1.41M in Q4 2025.
1,005 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

Based on Evanson Asset Management's 13F filing for Q1 2026, filed 8 Apr 2026.