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IEQ Capital’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

IEQ Capital’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 		$2.15M Sell
27,850
-10
-0% -$778 0.01% 741
2025
Q4 		$2.17M Sell
27,860
-636
-2% -$49.7K 0.01% 765
2025
Q3 		$2.23M Buy
28,496
+53
+0.2% +$4.1K 0.01% 729
2025
Q2 		$2.2M Sell
28,443
-1,027
-3% -$78.2K 0.01% 620
2025
Q1 		$2.26M Buy
29,470
+1,010
+4% +$76.2K 0.02% 554
2024
Q4 		$2.13M Buy
+28,460
New +$2.16M 0.02% 489

Other funds holding BIV

Wells Fargo
Wells Fargo San Francisco, California $530B 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 $871B 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 $377B AUM 19.32% 1-Year Est. Return

IEQ Capital's BIV Position: Q1 2026 in Review

IEQ Capital reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 0.04% in Q1 2026, selling an estimated $778 and leaving 27,850 shares worth $2.15M. The position accounts for 0.01% of the portfolio, ranked #741.

IEQ Capital first reported a position in BIV in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.26M in Q1 2025. 1,005 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

  • IEQ Capital held 27,850 shares of Vanguard Intermediate-Term Bond ETF worth $2.15M as of Q1 2026.
  • IEQ Capital sold 10 Vanguard Intermediate-Term Bond ETF shares in Q1 2026, an estimated $778.
  • Vanguard Intermediate-Term Bond ETF made up 0.01% of IEQ Capital's portfolio in Q1 2026, its #741 holding.
  • IEQ Capital first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • IEQ Capital's Vanguard Intermediate-Term Bond ETF position peaked at $2.26M in Q1 2025.
  • 1,005 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

Based on IEQ Capital's 13F filing for Q1 2026, filed 15 May 2026.