Exchange Traded Concepts
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Exchange Traded Concepts’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Exchange Traded Concepts’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
Q3 		$4.11M Buy
56,472
+724
+1% +$54.4K 0.02% 559
2026
Q2 		$4.28M Sell
55,748
-45,686
-45% -$3.51M 0.02% 515
2026
Q1 		$7.83M Buy
101,434
+21,631
+27% +$1.68M 0.06% 332
2025
Q4 		$6.22M Sell
79,803
-17,527
-18% -$1.37M 0.05% 358
2025
Q3 		$7.6M Sell
97,330
-31,838
-25% -$2.46M 0.06% 301
2025
Q2 		$10M Buy
129,168
+85,922
+199% +$6.54M 0.12% 198
2025
Q1 		$3.31M Buy
43,246
+23,330
+117% +$1.76M 0.06% 276
2024
Q4 		$1.49M Buy
19,916
+12,035
+153% +$915K 0.03% 459
2024
Q3 		$618K Buy
+7,881
New +$608K 0.01% 721
2024
Q1 		– Sell
-85,463
Closed -$6.53M – 1260
2023
Q4 		$6.53M Buy
+85,463
New +$6.26M 0.17% 145
2023
Q3 		– Sell
-222,823
Closed -$16.8M – 1329
2023
Q2 		$16.8M Buy
+222,823
New +$17M 0.41% 71
2022
Q2 		– Sell
-556,150
Closed -$45.5M – 1217
2022
Q1 		$45.5M Buy
556,150
+519,815
+1,431% +$43.9M 0.91% 22
2021
Q4 		$3.18M Sell
36,335
-1,185,391
-97% -$105M 0.06% 181
2021
Q3 		$109M Buy
+1,221,726
New +$111M 2.79% 8

Other funds holding BIV

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
EP Wealth Advisors
EP Wealth Advisors Torrance, California $24.4B AUM 17.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $73.6B AUM 18.65% 1-Year Est. Return
True Link Financial Advisors
True Link Financial Advisors San Francisco, California $1.74B AUM 3.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
United Capital Financial Advisors
United Capital Financial Advisors Irving, Texas $18.4B AUM 17.63% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Lincoln National Corp
Lincoln National Corp Radnor, Pennsylvania $3.68B AUM 7.84% 1-Year Est. Return

Exchange Traded Concepts's BIV Position: Q3 2026 in Review

Exchange Traded Concepts increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 1.3% in Q3 2026, buying an estimated $54.4K and bringing the position to 56,472 shares worth $4.11M. The position accounts for 0.02% of the portfolio, ranked #559.

Exchange Traded Concepts first reported a position in BIV in Q3 2021 and has held it in 14 quarters since. The position peaked at $109M in Q3 2021. 900 funds tracked by Wall St. Rank hold BIV as of Q3 2026.

  • Exchange Traded Concepts held 56,472 shares of Vanguard Intermediate-Term Bond ETF worth $4.11M as of Q3 2026.
  • Exchange Traded Concepts bought 724 Vanguard Intermediate-Term Bond ETF shares in Q3 2026, an estimated $54.4K.
  • Vanguard Intermediate-Term Bond ETF made up 0.02% of Exchange Traded Concepts's portfolio in Q3 2026, its #559 holding.
  • Exchange Traded Concepts first reported a position in Vanguard Intermediate-Term Bond ETF in Q3 2021 and has held it in 14 quarters since.
  • Exchange Traded Concepts's Vanguard Intermediate-Term Bond ETF position peaked at $109M in Q3 2021.
  • 900 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2026.

Based on Exchange Traded Concepts's 13F filing for Q3 2026, filed 28 Oct 2026.