Harbour Trust & Investment Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Harbour Trust & Investment 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	$4.83M	Buy	62,931 +2,778	+5%	+$213K	0.46%	50
2026 Q1	$4.64M	Buy	60,153 +472	+0.8%	+$36.7K	0.49%	46
2025 Q4	$4.65M	Buy	59,681 +322	+0.5%	+$25.2K	0.47%	49
2025 Q3	$4.64M	Buy	59,359 +1,433	+2%	+$111K	0.48%	54
2025 Q2	$4.48M	Buy	57,926 +1,014	+2%	+$77.2K	0.5%	58
2025 Q1	$4.36M	Buy	56,912 +7,391	+15%	+$558K	0.53%	57
2024 Q4	$3.7M	Buy	49,521 +3,903	+9%	+$297K	0.42%	61
2024 Q3	$3.58M	Buy	45,618 +3,217	+8%	+$248K	0.41%	64
2024 Q2	$3.18M	Buy	42,401 +4,443	+12%	+$330K	0.38%	64
2024 Q1	$2.86M	Buy	37,958 +12,168	+47%	+$917K	0.36%	66
2023 Q4	$1.97M	Buy	+25,790	New	+$1.89M	0.28%	69

Other funds holding BIV

TLFA

True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return

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

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

BCM Advisors Lafayette, Louisiana $514M AUM 20.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Harbour Trust & Investment Management's BIV Position: Q2 2026 in Review

Harbour Trust & Investment Management increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 4.6% in Q2 2026, buying an estimated $213K and bringing the position to 62,931 shares worth $4.83M. The position accounts for 0.46% of the portfolio, ranked #50.

Harbour Trust & Investment Management first reported a position in BIV in Q4 2023 and has held it in 11 quarters since. 507 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

Harbour Trust & Investment Management held 62,931 shares of Vanguard Intermediate-Term Bond ETF worth $4.83M as of Q2 2026.
Harbour Trust & Investment Management bought 2,778 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $213K.
Vanguard Intermediate-Term Bond ETF made up 0.46% of Harbour Trust & Investment Management's portfolio in Q2 2026, its #50 holding.
Harbour Trust & Investment Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2023 and has held it in 11 quarters since.
507 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Harbour Trust & Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.