Johnson Financial Group Inc (Wisconsin)’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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	-361	Closed	-$27.9K	–	831
2026 Q1	$27.9K	Buy	+361	New	+$28.1K	﹤0.01%	533
2024 Q1	–	Sell	-37	Closed	-$2.83K	–	796
2023 Q4	$2.83K	Buy	+37	New	+$2.71K	﹤0.01%	742
2014 Q2	–	Sell	-650	Closed	-$54K	–	697
2014 Q1	$54K	Buy	+650	New	+$54.1K	0.02%	364
2013 Q4	–	Sell	-800	Closed	-$67K	–	694
2013 Q3	$67K	Buy	800 +200	+33%	+$16.6K	0.02%	363
2013 Q2	$50K	Buy	+600	New	+$52.1K	0.01%	417

Other funds holding BIV

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Johnson Financial Group Inc (Wisconsin)'s BIV Position: Q2 2026 in Review

Johnson Financial Group Inc (Wisconsin) sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q2 2026, closing a stake of 361 shares — an estimated $27.9K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in BIV in Q2 2013 and held it in 5 quarters. The position peaked at $67K in Q3 2013. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

Johnson Financial Group Inc (Wisconsin) reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q2 2026 after selling out during the quarter.
Johnson Financial Group Inc (Wisconsin) sold 361 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $27.9K.
Johnson Financial Group Inc (Wisconsin) first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2013 and held it in 5 quarters.
Johnson Financial Group Inc (Wisconsin)'s Vanguard Intermediate-Term Bond ETF position peaked at $67K in Q3 2013.
1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q2 2026, filed 10 Aug 2026.