Leavell Investment Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Leavell Investment Management’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 Q1	$736K	Buy	9,539 +760	+9%	+$59.2K	0.03%	349
2025 Q4	$684K	Sell	8,779 -11	-0.1%	-$860	0.03%	350
2025 Q3	$686K	Buy	8,790 +45	+0.5%	+$3.48K	0.03%	360
2025 Q2	$676K	Buy	8,745 +514	+6%	+$39.1K	0.03%	353
2025 Q1	$630K	Buy	8,231 +799	+11%	+$60.3K	0.03%	342
2024 Q4	$555K	Sell	7,432 -1,190	-14%	-$90.5K	0.03%	356
2024 Q3	$676K	Buy	8,622 +5,263	+157%	+$406K	0.03%	341
2024 Q2	$252K	Hold	3,359	–	–	0.01%	460
2024 Q1	$253K	Sell	3,359 -80	-2%	-$6.03K	0.01%	443
2023 Q4	$263K	Hold	3,439	–	–	0.02%	421
2023 Q3	$249K	Buy	3,439 +289	+9%	+$21.4K	0.02%	421
2023 Q2	$237K	Sell	3,150 -150	-5%	-$11.4K	0.02%	430
2023 Q1	$253K	Hold	3,300	–	–	0.02%	404
2022 Q4	$245K	Sell	3,300 -1,000	-23%	-$74.1K	0.02%	401
2022 Q3	$316K	Hold	4,300	–	–	0.03%	364
2022 Q2	$334K	Hold	4,300	–	–	0.03%	360
2022 Q1	$352K	Hold	4,300	–	–	0.02%	348
2021 Q4	$377K	Sell	4,300 -100	-2%	-$8.87K	0.03%	356
2021 Q3	$394K	Sell	4,400 -90	-2%	-$8.15K	0.03%	322
2021 Q2	$398K	Hold	4,490	–	–	0.03%	309
2021 Q1	$398K	Buy	4,490 +150	+3%	+$13.6K	0.03%	309
2020 Q4	$403K	Sell	4,340 -214	-5%	-$19.9K	0.03%	292
2020 Q3	$426K	Buy	4,554 +214	+5%	+$20K	0.04%	276
2020 Q2	$404K	Hold	4,340	–	–	0.04%	283
2020 Q1	$388K	Hold	4,340	–	–	0.05%	263
2019 Q4	$379K	Buy	4,340 +1,100	+34%	+$96.3K	0.04%	291
2019 Q3	$285K	Buy	3,240 +120	+4%	+$10.5K	0.03%	326
2019 Q2	$270K	Buy	+3,120	New	+$264K	0.03%	336
2018 Q1	–	Sell	-4,079	Closed	-$342K	–	371
2017 Q4	$342K	Buy	4,079 +300	+8%	+$25.3K	0.04%	302
2017 Q3	$320K	Hold	3,779	–	–	0.04%	300
2017 Q2	$319K	Sell	3,779 -1,350	-26%	-$114K	0.04%	307
2017 Q1	$429K	Sell	5,129 -931	-15%	-$77.5K	0.06%	258
2016 Q4	$503K	Hold	6,060	–	–	0.07%	233
2016 Q3	$531K	Buy	6,060 +570	+10%	+$50K	0.08%	225
2016 Q2	$484K	Hold	5,490	–	–	0.07%	241
2016 Q1	$474K	Hold	5,490	–	–	0.07%	232
2015 Q4	$456K	Hold	5,490	–	–	0.07%	238
2015 Q3	$466K	Sell	5,490 -123	-2%	-$10.4K	0.07%	228
2015 Q2	$471K	Sell	5,613 -218	-4%	-$18.5K	0.07%	243
2015 Q1	$503K	Sell	5,831 -200	-3%	-$17.2K	0.08%	233
2014 Q4	$511K	Buy	6,031 +69	+1%	+$5.87K	0.08%	230
2014 Q3	$502K	Buy	5,962 +480	+9%	+$40.6K	0.08%	232
2014 Q2	$464K	Hold	5,482	–	–	0.07%	246
2014 Q1	$457K	Hold	5,482	–	–	0.08%	240
2013 Q4	$448K	Sell	5,482 -1,082	-16%	-$90.3K	0.08%	240
2013 Q3	$548K	Sell	6,564 -14,781	-69%	-$1.23M	0.1%	201
2013 Q2	$1.78M	Buy	+21,345	New	+$1.85M	0.33%	82

Other funds holding BIV

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

TLFA

True Link Financial Advisors San Francisco, California $1.62B AUM 8.33% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Leavell Investment Management's BIV Position: Q1 2026 in Review

Leavell Investment Management increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 8.7% in Q1 2026, buying an estimated $59.2K and bringing the position to 9,539 shares worth $736K. The position accounts for 0.03% of the portfolio, ranked #349.

Leavell Investment Management first reported a position in BIV in Q2 2013 and has held it in 47 quarters since. The position peaked at $1.78M in Q2 2013. 1,005 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

Leavell Investment Management held 9,539 shares of Vanguard Intermediate-Term Bond ETF worth $736K as of Q1 2026.
Leavell Investment Management bought 760 Vanguard Intermediate-Term Bond ETF shares in Q1 2026, an estimated $59.2K.
Vanguard Intermediate-Term Bond ETF made up 0.03% of Leavell Investment Management's portfolio in Q1 2026, its #349 holding.
Leavell Investment Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2013 and has held it in 47 quarters since.
Leavell Investment Management's Vanguard Intermediate-Term Bond ETF position peaked at $1.78M in Q2 2013.
1,005 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

Based on Leavell Investment Management's 13F filing for Q1 2026, filed 12 May 2026.