Evergreen Wealth Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Evergreen Wealth 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 Q2	$6.59M	Buy	85,937 +3,663	+4%	+$281K	3.09%	12
2026 Q1	$6.35M	Buy	82,274 +1,387	+2%	+$108K	3.28%	11
2025 Q4	$6.3M	Buy	80,887 +2,823	+4%	+$221K	3.17%	12
2025 Q3	$6.1M	Sell	78,064 -9,496	-11%	-$735K	3.2%	12
2025 Q2	$6.77M	Buy	87,560 +12,366	+16%	+$942K	3.8%	7
2025 Q1	$5.76M	Buy	75,194 +3,513	+5%	+$265K	3.44%	9
2024 Q4	$5.36M	Buy	71,681 +1,943	+3%	+$148K	3.17%	11
2024 Q3	$5.47M	Buy	69,738 +16,485	+31%	+$1.27M	3.29%	10
2024 Q2	$3.99M	Hold	53,253	–	–	2.64%	13
2024 Q1	$4.02M	Hold	53,253	–	–	2.72%	13
2023 Q4	$4.07M	Buy	53,253 +32,784	+160%	+$2.4M	2.99%	12
2023 Q3	$1.48M	Buy	20,469 +467	+2%	+$34.5K	1.17%	32
2023 Q2	$1.5M	Buy	20,002 +664	+3%	+$50.6K	1.18%	31
2023 Q1	$1.48M	Buy	+19,338	New	+$1.46M	1.32%	31

Other funds holding BIV

TLFA

True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return

Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return

RIA

Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

BCM Advisors Lafayette, Louisiana $514M AUM 20.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Evergreen Wealth Management's BIV Position: Q2 2026 in Review

Evergreen Wealth Management increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 4.5% in Q2 2026, buying an estimated $281K and bringing the position to 85,937 shares worth $6.59M. The position accounts for 3.09% of the portfolio, ranked #12.

Evergreen Wealth Management first reported a position in BIV in Q1 2023 and has held it in 14 quarters since. The position peaked at $6.77M in Q2 2025. 508 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

Evergreen Wealth Management held 85,937 shares of Vanguard Intermediate-Term Bond ETF worth $6.59M as of Q2 2026.
Evergreen Wealth Management bought 3,663 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $281K.
Vanguard Intermediate-Term Bond ETF made up 3.09% of Evergreen Wealth Management's portfolio in Q2 2026, its #12 holding.
Evergreen Wealth Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2023 and has held it in 14 quarters since.
Evergreen Wealth Management's Vanguard Intermediate-Term Bond ETF position peaked at $6.77M in Q2 2025.
508 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Evergreen Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.