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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
Q2 		$9.14M Buy
119,149
+9,220
+8% +$708K 3.36% 10
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 $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

Evolution Advisers's BIV Position: Q2 2026 in Review

Evolution Advisers increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 8.4% in Q2 2026, buying an estimated $708K and bringing the position to 119,149 shares worth $9.14M. The position accounts for 3.36% of the portfolio, ranked #10.

Evolution Advisers first reported a position in BIV in Q4 2021 and has held it in 19 quarters since. 1,023 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • Evolution Advisers held 119,149 shares of Vanguard Intermediate-Term Bond ETF worth $9.14M as of Q2 2026.
  • Evolution Advisers bought 9,220 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $708K.
  • Vanguard Intermediate-Term Bond ETF made up 3.36% of Evolution Advisers's portfolio in Q2 2026, its #10 holding.
  • Evolution Advisers first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,023 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Evolution Advisers's 13F filing for Q2 2026, filed 31 Jul 2026.