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

InvesTrust’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 Q3	$698K	Sell	9,586 -2,100	-18%	-$158K	0.28%	75
2026 Q2	$896K	Hold	11,686	–	–	0.35%	70
2026 Q1	$902K	Buy	11,686 +100	+0.9%	+$7.78K	0.38%	67
2025 Q4	$902K	Sell	11,586 -74	-0.6%	-$5.79K	0.35%	66
2025 Q3	$911K	Hold	11,660	–	–	0.33%	66
2025 Q2	$902K	Hold	11,660	–	–	0.35%	65
2025 Q1	$893K	Hold	11,660	–	–	0.24%	63
2024 Q4	$873K	Buy	+11,660	New	+$887K	0.24%	65

Other funds holding BIV

True Link Financial Advisors San Francisco, California $1.74B AUM 3.65% 1-Year Est. Return

Retirement Investment Advisors Oklahoma City, Oklahoma $1.43B AUM 10.13% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Family Investment Center Saint Joseph, Missouri $606M AUM 13.02% 1-Year Est. Return

InvesTrust's BIV Position: Q3 2026 in Review

InvesTrust reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 18% in Q3 2026, selling an estimated $158K and leaving 9,586 shares worth $698K. The position accounts for 0.28% of the portfolio, ranked #75.

InvesTrust first reported a position in BIV in Q4 2024 and has held it in 8 quarters since. The position peaked at $911K in Q3 2025. 514 funds tracked by Wall St. Rank hold BIV as of Q3 2026.

InvesTrust held 9,586 shares of Vanguard Intermediate-Term Bond ETF worth $698K as of Q3 2026.
InvesTrust sold 2,100 Vanguard Intermediate-Term Bond ETF shares in Q3 2026, an estimated $158K.
Vanguard Intermediate-Term Bond ETF made up 0.28% of InvesTrust's portfolio in Q3 2026, its #75 holding.
InvesTrust first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2024 and has held it in 8 quarters since.
InvesTrust's Vanguard Intermediate-Term Bond ETF position peaked at $911K in Q3 2025.
514 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2026.

Based on InvesTrust's 13F filing for Q3 2026, filed 14 Oct 2026.