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Evolution Advisers’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Evolution Advisers’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 		$8.48M Buy
109,929
+6,096
+6% +$475K 3.58% 10
2025
Q4 		$8.09M Buy
103,833
+5,129
+5% +$401K 3.5% 10
2025
Q3 		$7.73M Buy
98,704
+10,569
+12% +$818K 3.48% 10
2025
Q2 		$6.82M Buy
88,135
+4,237
+5% +$323K 3.34% 10
2025
Q1 		$6.34M Buy
83,898
+9,307
+12% +$702K 3.34% 10
2024
Q4 		$5.57M Sell
74,591
-1,023
-1% -$77.8K 3.05% 10
2024
Q3 		$5.92M Buy
75,614
+1,018
+1% +$78.5K 3.23% 10
2024
Q2 		$5.59M Buy
74,596
+5,150
+7% +$383K 3.21% 10
2024
Q1 		$5.24M Buy
69,446
+2,898
+4% +$218K 3.09% 10
2023
Q4 		$5.06M Buy
66,548
+1,157
+2% +$84.7K 3.23% 10
2023
Q3 		$4.73M Buy
65,391
+2,304
+4% +$170K 3.42% 10
2023
Q2 		$4.75M Sell
63,087
-351
-0.6% -$26.7K 3.35% 10
2023
Q1 		$4.87M Buy
63,438
+5,288
+9% +$400K 3.5% 10
2022
Q4 		$4.32M Buy
58,150
+2,535
+5% +$188K 3.36% 10
2022
Q3 		$4.09M Buy
55,615
+80
+0.1% +$6.19K 3.56% 10
2022
Q2 		$4.35M Buy
55,535
+96
+0.2% +$7.53K 3.55% 10
2022
Q1 		$4.54M Buy
55,439
+3,342
+6% +$282K 3.36% 10
2021
Q4 		$4.56M Buy
+52,097
New +$4.62M 3.36% 10

Other funds holding BIV

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Baird Financial Group
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Evolution Advisers's BIV Position: Q1 2026 in Review

Evolution Advisers increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 5.9% in Q1 2026, buying an estimated $475K and bringing the position to 109,929 shares worth $8.48M. The position accounts for 3.58% of the portfolio, ranked #10.

Evolution Advisers first reported a position in BIV in Q4 2021 and has held it in 18 quarters since. 1,006 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

  • Evolution Advisers held 109,929 shares of Vanguard Intermediate-Term Bond ETF worth $8.48M as of Q1 2026.
  • Evolution Advisers bought 6,096 Vanguard Intermediate-Term Bond ETF shares in Q1 2026, an estimated $475K.
  • Vanguard Intermediate-Term Bond ETF made up 3.58% of Evolution Advisers's portfolio in Q1 2026, its #10 holding.
  • Evolution Advisers first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2021 and has held it in 18 quarters since.
  • 1,006 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

Based on Evolution Advisers's 13F filing for Q1 2026, filed 1 May 2026.