Idaho Trust Bank’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Idaho Trust Bank’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	$436K	Sell	5,651 -129	-2%	-$10K	0.14%	72
2025 Q4	$450K	Sell	5,780 -1,097	-16%	-$85.8K	0.15%	75
2025 Q3	$537K	Sell	6,877 -22	-0.3%	-$1.7K	0.18%	71
2025 Q2	$534K	Sell	6,899 -193	-3%	-$14.7K	0.19%	72
2025 Q1	$543K	Sell	7,092 -946	-12%	-$71.4K	0.22%	70
2024 Q4	$601K	Sell	8,038 -28,055	-78%	-$2.13M	0.3%	51
2024 Q3	$2.83M	Sell	36,093 -202	-0.6%	-$15.6K	1.37%	26
2024 Q2	$2.72M	Buy	+36,295	New	+$2.7M	1.39%	26
2024 Q1	–	Sell	-39,645	Closed	-$3.03M	–	94
2023 Q4	$3.03M	Sell	39,645 -6,927	-15%	-$507K	1.76%	22
2023 Q3	$3.37M	Buy	46,572 +1,582	+4%	+$117K	2.19%	15
2023 Q2	$3.38M	Buy	+44,990	New	+$3.43M	2.13%	16

Other funds holding BIV

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Idaho Trust Bank's BIV Position: Q1 2026 in Review

Idaho Trust Bank reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 2.2% in Q1 2026, selling an estimated $10K and leaving 5,651 shares worth $436K. The position accounts for 0.14% of the portfolio, ranked #72.

Idaho Trust Bank first reported a position in BIV in Q2 2023 and has held it in 11 quarters since. The position peaked at $3.38M in Q2 2023. 1,006 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

Idaho Trust Bank held 5,651 shares of Vanguard Intermediate-Term Bond ETF worth $436K as of Q1 2026.
Idaho Trust Bank sold 129 Vanguard Intermediate-Term Bond ETF shares in Q1 2026, an estimated $10K.
Vanguard Intermediate-Term Bond ETF made up 0.14% of Idaho Trust Bank's portfolio in Q1 2026, its #72 holding.
Idaho Trust Bank first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2023 and has held it in 11 quarters since.
Idaho Trust Bank's Vanguard Intermediate-Term Bond ETF position peaked at $3.38M in Q2 2023.
1,006 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

Based on Idaho Trust Bank's 13F filing for Q1 2026, filed 8 May 2026.