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EverSource Wealth Advisors’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

EverSource Wealth Advisors’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 		$9.53M Sell
124,258
-98,081
-44% -$7.53M 0.32% 69
2026
Q1 		$17.2M Buy
222,339
+103,982
+88% +$8.09M 0.52% 41
2025
Q4 		$9.22M Buy
118,357
+2,729
+2% +$213K 0.34% 67
2025
Q3 		$9.03M Sell
115,628
-778
-0.7% -$60.2K 0.36% 70
2025
Q2 		$9M Sell
116,406
-2,385
-2% -$182K 0.41% 59
2025
Q1 		$9.1M Sell
118,791
-16,479
-12% -$1.24M 0.5% 51
2024
Q4 		$10.1M Buy
135,270
+36,807
+37% +$2.8M 0.57% 40
2024
Q3 		$7.72M Buy
98,463
+2,331
+2% +$180K 0.49% 52
2024
Q2 		$7.36M Buy
96,132
+8,347
+10% +$620K 0.49% 51
2024
Q1 		$6.43M Buy
87,785
+16,190
+23% +$1.22M 0.51% 51
2023
Q4 		$5.47M Buy
71,595
+5,887
+9% +$431K 0.5% 49
2023
Q3 		$4.75M Buy
65,708
+12,861
+24% +$951K 0.5% 51
2023
Q2 		$3.98M Buy
52,847
+5,178
+11% +$394K 0.44% 61
2023
Q1 		$3.66M Buy
47,669
+8,810
+23% +$667K 0.46% 55
2022
Q4 		$2.89M Buy
38,859
+14,668
+61% +$1.09M 0.44% 59
2022
Q3 		$1.78M Buy
24,191
+14,924
+161% +$1.15M 0.41% 45
2022
Q2 		$719K Sell
9,267
-890
-9% -$69.8K 0.19% 102
2022
Q1 		$832K Sell
10,157
-1,279
-11% -$108K 0.21% 90
2021
Q4 		$1M Buy
+11,436
New +$1.01M 0.28% 60

Other funds holding BIV

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Baird Financial Group
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

EverSource Wealth Advisors's BIV Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 44% in Q2 2026, selling an estimated $7.53M and leaving 124,258 shares worth $9.53M. The position accounts for 0.32% of the portfolio, ranked #69.

EverSource Wealth Advisors first reported a position in BIV in Q4 2021 and has held it in 19 quarters since. The position peaked at $17.2M in Q1 2026. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • EverSource Wealth Advisors held 124,258 shares of Vanguard Intermediate-Term Bond ETF worth $9.53M as of Q2 2026.
  • EverSource Wealth Advisors sold 98,081 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $7.53M.
  • Vanguard Intermediate-Term Bond ETF made up 0.32% of EverSource Wealth Advisors's portfolio in Q2 2026, its #69 holding.
  • EverSource Wealth Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Vanguard Intermediate-Term Bond ETF position peaked at $17.2M in Q1 2026.
  • 1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.