I
BIV icon

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
Q2 		$896K Hold
11,686
– – 0.35% 70
2026
Q1 		$902K Buy
11,686
+100
+0.9% +$7.79K 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

TLFA
True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return
ZF
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
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
BA
BCM Advisors Lafayette, Louisiana $514M AUM 20.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

InvesTrust's BIV Position: Q2 2026 in Review

InvesTrust held its Vanguard Intermediate-Term Bond ETF (BIV) position steady in Q2 2026 at 11,686 shares worth $896K. The position accounts for 0.35% of the portfolio, ranked #70.

InvesTrust first reported a position in BIV in Q4 2024 and has held it in 7 quarters since. The position peaked at $911K in Q3 2025. 508 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • InvesTrust held 11,686 shares of Vanguard Intermediate-Term Bond ETF worth $896K as of Q2 2026.
  • InvesTrust left its Vanguard Intermediate-Term Bond ETF share count unchanged in Q2 2026.
  • Vanguard Intermediate-Term Bond ETF made up 0.35% of InvesTrust's portfolio in Q2 2026, its #70 holding.
  • InvesTrust first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • InvesTrust's Vanguard Intermediate-Term Bond ETF position peaked at $911K in Q3 2025.
  • 508 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on InvesTrust's 13F filing for Q2 2026, filed 14 Jul 2026.