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Global Trust Asset Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Global Trust Asset 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
Q2 		– Sell
-577
Closed -$44.5K – 470
2026
Q1 		$44.5K Hold
577
– – 0.02% 263
2025
Q4 		$44.9K Buy
+577
New +$45.1K 0.02% 255

Other funds holding BIV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
ZF
Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Global Trust Asset Management's BIV Position: Q2 2026 in Review

Global Trust Asset Management sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q2 2026, closing a stake of 577 shares — an estimated $44.5K sold.

Global Trust Asset Management first reported a position in BIV in Q4 2025 and held it in 2 quarters. The position peaked at $44.9K in Q4 2025. 698 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • Global Trust Asset Management reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Global Trust Asset Management sold 577 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $44.5K.
  • Global Trust Asset Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2025 and held it in 2 quarters.
  • Global Trust Asset Management's Vanguard Intermediate-Term Bond ETF position peaked at $44.9K in Q4 2025.
  • 698 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Global Trust Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.