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

First American 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 Q2	$205K	Buy	+2,677	New	+$206K	0.01%	290
2025 Q2	–	Sell	-3,584	Closed	-$274K	–	247
2025 Q1	$274K	Buy	+3,584	New	+$270K	0.03%	198
2024 Q2	–	Sell	-10,600	Closed	-$799K	–	215
2024 Q1	$799K	Sell	10,600 -399	-4%	-$30.1K	0.08%	127
2023 Q4	$840K	Buy	+10,999	New	+$806K	0.1%	104
2022 Q1	–	Sell	-2,420	Closed	-$212K	–	168
2021 Q4	$212K	Hold	2,420	–	–	0.03%	154
2021 Q3	$216K	Hold	2,420	–	–	0.03%	150
2021 Q2	$218K	Sell	2,420 -325	-12%	-$29K	0.03%	146
2021 Q1	$244K	Sell	2,745 -500	-15%	-$45.4K	0.04%	138
2020 Q4	$301K	Hold	3,245	–	–	0.05%	125
2020 Q3	$303K	Hold	3,245	–	–	0.05%	113
2020 Q2	$302K	Buy	3,245 +500	+18%	+$45.8K	0.06%	104
2020 Q1	$245K	Sell	2,745 -1,500	-35%	-$133K	0.06%	102
2019 Q4	$370K	Hold	4,245	–	–	0.07%	105
2019 Q3	$374K	Hold	4,245	–	–	0.08%	94
2019 Q2	$367K	Hold	4,245	–	–	0.08%	96
2019 Q1	$356K	Hold	4,245	–	–	0.08%	90
2018 Q4	$345K	Hold	4,245	–	–	0.09%	86
2018 Q3	$341K	Buy	+4,245	New	+$343K	0.08%	93
2018 Q2	–	Sell	-2,678	Closed	-$219K	–	134
2018 Q1	$219K	Buy	+2,678	New	+$220K	0.05%	120
2017 Q3	–	Sell	-2,766	Closed	-$234K	–	114
2017 Q2	$234K	Buy	2,766 +227	+9%	+$19.2K	0.07%	101
2017 Q1	$212K	Sell	2,539 -126	-5%	-$10.5K	0.06%	104
2016 Q4	$221K	Sell	2,665 -76	-3%	-$6.45K	0.07%	102
2016 Q3	$240K	Hold	2,741	–	–	0.07%	103
2016 Q2	$241K	Hold	2,741	–	–	0.09%	95
2016 Q1	$236K	Hold	2,741	–	–	0.08%	93
2015 Q4	$228K	Buy	+2,741	New	+$231K	0.08%	90

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

First American Trust's BIV Position: Q2 2026 in Review

First American Trust opened a new position in Vanguard Intermediate-Term Bond ETF (BIV) in Q2 2026: 2,677 shares worth $205K. The stake represents 0.01% of the portfolio and ranks #290 among its holdings. This is a return to the name: First American Trust previously reported a position in BIV as recently as Q1 2025.

First American Trust first reported a position in BIV in Q4 2015 and has held it in 26 quarters since. The position peaked at $840K in Q4 2023. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

First American Trust held 2,677 shares of Vanguard Intermediate-Term Bond ETF worth $205K as of Q2 2026.
Vanguard Intermediate-Term Bond ETF was a new First American Trust position in Q2 2026.
Vanguard Intermediate-Term Bond ETF made up 0.01% of First American Trust's portfolio in Q2 2026, its #290 holding.
First American Trust first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2015 and has held it in 26 quarters since.
First American Trust's Vanguard Intermediate-Term Bond ETF position peaked at $840K in Q4 2023.
1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on First American Trust's 13F filing for Q2 2026, filed 10 Aug 2026.