F.L. Putnam Investment Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

F.L. Putnam Investment 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 Q1	–	Sell	-6,599	Closed	-$514K	–	572
2025 Q4	$514K	Buy	+6,599	New	+$516K	0.01%	418
2022 Q1	–	Sell	-2,560	Closed	-$224K	–	410
2021 Q4	$224K	Sell	2,560 -170	-6%	-$15.1K	0.01%	380
2021 Q3	$244K	Sell	2,730 -1,381	-34%	-$125K	0.01%	366
2021 Q2	$370K	Buy	+4,111	New	+$367K	0.01%	316

Other funds holding BIV

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

F.L. Putnam Investment Management's BIV Position: Q1 2026 in Review

F.L. Putnam Investment Management sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q1 2026, closing a stake of 6,599 shares — an estimated $514K sold.

F.L. Putnam Investment Management first reported a position in BIV in Q2 2021 and held it in 4 quarters. The position peaked at $514K in Q4 2025. 1,010 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

F.L. Putnam Investment Management reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q1 2026 after selling out during the quarter.
F.L. Putnam Investment Management sold 6,599 Vanguard Intermediate-Term Bond ETF shares in Q1 2026, an estimated $514K.
F.L. Putnam Investment Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2021 and held it in 4 quarters.
F.L. Putnam Investment Management's Vanguard Intermediate-Term Bond ETF position peaked at $514K in Q4 2025.
1,010 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

Based on F.L. Putnam Investment Management's 13F filing for Q1 2026, filed 5 May 2026.