Fiduciary Trust’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Fiduciary Trust’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	$615K	Hold	7,965	–	–	0.01%	519
2025 Q4	$620K	Sell	7,965 -217	-3%	-$17K	0.01%	510
2025 Q3	$639K	Sell	8,182 -2,681	-25%	-$208K	0.01%	507
2025 Q2	$840K	Hold	10,863	–	–	0.01%	439
2025 Q1	$832K	Hold	10,863	–	–	0.01%	423
2024 Q4	$812K	Hold	10,863	–	–	0.01%	392
2024 Q3	$851K	Hold	10,863	–	–	0.01%	389
2024 Q2	$814K	Sell	10,863 -800	-7%	-$59.4K	0.01%	371
2024 Q1	$879K	Hold	11,663	–	–	0.01%	369
2023 Q4	$891K	Hold	11,663	–	–	0.01%	355
2023 Q3	$843K	Hold	11,663	–	–	0.02%	342
2023 Q2	$877K	Buy	11,663 +630	+6%	+$48K	0.02%	350
2023 Q1	$847K	Buy	11,033 +1,081	+11%	+$81.9K	0.02%	350
2022 Q4	$740K	Buy	9,952 +352	+4%	+$26.1K	0.01%	389
2022 Q3	$705K	Buy	+9,600	New	+$743K	0.02%	380

Other funds holding BIV

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

EWA

EP Wealth Advisors Torrance, California $20.3B 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 $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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fiduciary Trust's BIV Position: Q1 2026 in Review

Fiduciary Trust held its Vanguard Intermediate-Term Bond ETF (BIV) position steady in Q1 2026 at 7,965 shares worth $615K. The position accounts for 0.01% of the portfolio, ranked #519.

Fiduciary Trust first reported a position in BIV in Q3 2022 and has held it in 15 quarters since. The position peaked at $891K in Q4 2023. 1,005 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

Fiduciary Trust held 7,965 shares of Vanguard Intermediate-Term Bond ETF worth $615K as of Q1 2026.
Fiduciary Trust left its Vanguard Intermediate-Term Bond ETF share count unchanged in Q1 2026.
Vanguard Intermediate-Term Bond ETF made up 0.01% of Fiduciary Trust's portfolio in Q1 2026, its #519 holding.
Fiduciary Trust first reported a position in Vanguard Intermediate-Term Bond ETF in Q3 2022 and has held it in 15 quarters since.
Fiduciary Trust's Vanguard Intermediate-Term Bond ETF position peaked at $891K in Q4 2023.
1,005 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

Based on Fiduciary Trust's 13F filing for Q1 2026, filed 15 May 2026.