FEG
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Fund Evaluation Group’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Fund Evaluation Group’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 		$10.4M Sell
134,121
-5,161
-4% -$402K 0.32% 29
2025
Q4 		$10.8M Sell
139,282
-5,108
-4% -$399K 0.36% 25
2025
Q3 		$11.3M Buy
144,390
+26,021
+22% +$2.01M 0.41% 23
2025
Q2 		$9.15M Buy
+118,369
New +$9.02M 0.35% 27
2022
Q2 		– Sell
-3,191
Closed -$261K – 25
2022
Q1 		$261K Sell
3,191
-99,801
-97% -$8.43M 0.02% 36
2021
Q4 		$9.02M Buy
102,992
+19,135
+23% +$1.7M 0.97% 8
2021
Q3 		$7.5M Buy
83,857
+37,726
+82% +$3.42M 0.79% 11
2021
Q2 		$4.15M Buy
+46,131
New +$4.12M 0.4% 14

Other funds holding BIV

Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Baird Financial Group
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
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return