Laurie J. Hall Trustee’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Laurie J. Hall Trustee’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	$205K	Hold	2,675	–	–	0.06%	102
2026 Q1	$206K	Hold	2,675	–	–	0.07%	102
2025 Q4	$208K	Hold	2,675	–	–	0.07%	105
2025 Q3	$209K	Hold	2,675	–	–	0.07%	108
2025 Q2	$207K	Hold	2,675	–	–	0.07%	111
2025 Q1	$205K	Hold	2,675	–	–	0.07%	109
2024 Q4	$200K	Hold	2,675	–	–	0.07%	120
2024 Q3	$210K	Hold	2,675	–	–	0.07%	124
2024 Q2	$200K	Hold	2,675	–	–	0.07%	111
2024 Q1	$202K	Hold	2,675	–	–	0.07%	112
2023 Q4	$204K	Buy	+2,675	New	+$196K	0.08%	111

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

Laurie J. Hall Trustee's BIV Position: Q2 2026 in Review

Laurie J. Hall Trustee held its Vanguard Intermediate-Term Bond ETF (BIV) position steady in Q2 2026 at 2,675 shares worth $205K. The position accounts for 0.06% of the portfolio, ranked #102.

Laurie J. Hall Trustee first reported a position in BIV in Q4 2023 and has held it in 11 quarters since. The position peaked at $210K in Q3 2024. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

Laurie J. Hall Trustee held 2,675 shares of Vanguard Intermediate-Term Bond ETF worth $205K as of Q2 2026.
Laurie J. Hall Trustee left its Vanguard Intermediate-Term Bond ETF share count unchanged in Q2 2026.
Vanguard Intermediate-Term Bond ETF made up 0.06% of Laurie J. Hall Trustee's portfolio in Q2 2026, its #102 holding.
Laurie J. Hall Trustee first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2023 and has held it in 11 quarters since.
Laurie J. Hall Trustee's Vanguard Intermediate-Term Bond ETF position peaked at $210K in Q3 2024.
1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Laurie J. Hall Trustee's 13F filing for Q2 2026, filed 9 Jul 2026.