Financial Engines Advisors’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Financial Engines Advisors’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	$22.4M	Sell	291,960 -9,469	-3%	-$727K	0.04%	76
2026 Q1	$23.3M	Buy	301,429 +276	+0.1%	+$21.5K	0.05%	74
2025 Q4	$23.5M	Buy	301,153 +3,958	+1%	+$310K	0.04%	74
2025 Q3	$23.2M	Sell	297,195 -264	-0.1%	-$20.4K	0.04%	73
2025 Q2	$23M	Sell	297,459 -104,738	-26%	-$7.98M	0.05%	70
2025 Q1	$30.8M	Sell	402,197 -25,080	-6%	-$1.89M	0.07%	61
2024 Q4	$31.9M	Buy	427,277 +174,116	+69%	+$13.2M	0.07%	60
2024 Q3	$19.8M	Buy	253,161 +186,661	+281%	+$14.4M	0.04%	64
2024 Q2	$4.98M	Sell	66,500 -18,487	-22%	-$1.37M	0.01%	121
2024 Q1	$6.41M	Sell	84,987 -77,870	-48%	-$5.87M	0.01%	98
2023 Q4	$12.4M	Buy	162,857 +138,970	+582%	+$10.2M	0.03%	73
2023 Q3	$1.73M	Sell	23,887 -145,112	-86%	-$10.7M	﹤0.01%	136
2023 Q2	$12.7M	Buy	168,999 +24,415	+17%	+$1.86M	0.03%	69
2023 Q1	$11.1M	Sell	144,584 -422,877	-75%	-$32M	0.03%	73
2022 Q4	$42.2M	Buy	567,461 +363,495	+178%	+$26.9M	0.12%	57
2022 Q3	$15M	Buy	203,966 +115,894	+132%	+$8.97M	0.05%	67
2022 Q2	$6.84M	Buy	88,072 +40,777	+86%	+$3.2M	0.02%	81
2022 Q1	$3.87M	Buy	47,295 +21,588	+84%	+$1.82M	0.01%	91
2021 Q4	$2.25M	Buy	+25,707	New	+$2.28M	0.01%	88
2021 Q3	–	Sell	-4,188	Closed	-$377K	–	268
2021 Q2	$377K	Sell	4,188 -380	-8%	-$33.9K	﹤0.01%	160
2021 Q1	$405K	Buy	4,568 +1,083	+31%	+$98.3K	﹤0.01%	179
2020 Q4	$324K	Buy	+3,485	New	+$325K	﹤0.01%	195

Other funds holding BIV

Wells Fargo San Francisco, California $617B AUM 30.33% 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

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Financial Engines Advisors's BIV Position: Q2 2026 in Review

Financial Engines Advisors reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 3.1% in Q2 2026, selling an estimated $727K and leaving 291,960 shares worth $22.4M. The position accounts for 0.04% of the portfolio, ranked #76.

Financial Engines Advisors first reported a position in BIV in Q4 2020 and has held it in 22 quarters since. The position peaked at $42.2M in Q4 2022. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

Financial Engines Advisors held 291,960 shares of Vanguard Intermediate-Term Bond ETF worth $22.4M as of Q2 2026.
Financial Engines Advisors sold 9,469 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $727K.
Vanguard Intermediate-Term Bond ETF made up 0.04% of Financial Engines Advisors's portfolio in Q2 2026, its #76 holding.
Financial Engines Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2020 and has held it in 22 quarters since.
Financial Engines Advisors's Vanguard Intermediate-Term Bond ETF position peaked at $42.2M in Q4 2022.
1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Financial Engines Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.