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 Q2	–	Sell	-27,850	Closed	-$2.15M	–	2029
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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

TLFA

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

IEQ Capital's BIV Position: Q2 2026 in Review

IEQ Capital sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q2 2026, closing a stake of 27,850 shares — an estimated $2.15M sold.

IEQ Capital first reported a position in BIV in Q4 2024 and held it in 6 quarters. The position peaked at $2.26M in Q1 2025. 1,024 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

IEQ Capital reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q2 2026 after selling out during the quarter.
IEQ Capital sold 27,850 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $2.15M.
IEQ Capital first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2024 and held it in 6 quarters.
IEQ Capital's Vanguard Intermediate-Term Bond ETF position peaked at $2.26M in Q1 2025.
1,024 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.