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

Legacy Bridge’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	$3.86K	Hold	50	–	–	﹤0.01%	294
2025 Q4	$3.89K	Hold	50	–	–	﹤0.01%	376
2025 Q3	$3.9K	Hold	50	–	–	﹤0.01%	279
2025 Q2	$3.87K	Hold	50	–	–	﹤0.01%	271
2025 Q1	$3.83K	Hold	50	–	–	﹤0.01%	263
2024 Q4	$3.74K	Hold	50	–	–	﹤0.01%	280
2024 Q3	$3.92K	Hold	50	–	–	﹤0.01%	279
2024 Q2	$3.75K	Hold	50	–	–	﹤0.01%	272
2024 Q1	$3.77K	Hold	50	–	–	﹤0.01%	302
2023 Q4	$3.82K	Hold	50	–	–	﹤0.01%	280
2023 Q3	$3.62K	Hold	50	–	–	﹤0.01%	278
2023 Q2	$3.76K	Hold	50	–	–	﹤0.01%	280
2023 Q1	$3.84K	Hold	50	–	–	﹤0.01%	281
2022 Q4	$3.72K	Hold	50	–	–	﹤0.01%	290
2022 Q3	$4K	Hold	50	–	–	﹤0.01%	268
2022 Q2	$4K	Hold	50	–	–	﹤0.01%	277
2022 Q1	$4K	Hold	50	–	–	﹤0.01%	289
2021 Q4	$4K	Hold	50	–	–	﹤0.01%	298
2021 Q3	$4K	Hold	50	–	–	﹤0.01%	289
2021 Q2	$4K	Hold	50	–	–	﹤0.01%	279
2021 Q1	$4K	Hold	50	–	–	﹤0.01%	281
2020 Q4	$5K	Hold	50	–	–	﹤0.01%	277
2020 Q3	$5K	Hold	50	–	–	﹤0.01%	273
2020 Q2	$5K	Hold	50	–	–	0.01%	270
2020 Q1	$4K	Hold	50	–	–	0.01%	268
2019 Q4	$4K	Hold	50	–	–	﹤0.01%	273
2019 Q3	$4K	Hold	50	–	–	﹤0.01%	272
2019 Q2	$4K	Hold	50	–	–	﹤0.01%	291
2019 Q1	$4K	Hold	50	–	–	﹤0.01%	299
2018 Q4	$4K	Buy	+50	New	+$4K	﹤0.01%	215

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

Legacy Bridge's BIV Position: Q1 2026 in Review

Legacy Bridge held its Vanguard Intermediate-Term Bond ETF (BIV) position steady in Q1 2026 at 50 shares worth $3.86K. The position accounts for ﹤0.01% of the portfolio, ranked #294.

Legacy Bridge first reported a position in BIV in Q4 2018 and has held it in 30 quarters since. The position peaked at $5K in Q4 2020. 1,005 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

Legacy Bridge held 50 shares of Vanguard Intermediate-Term Bond ETF worth $3.86K as of Q1 2026.
Legacy Bridge left its Vanguard Intermediate-Term Bond ETF share count unchanged in Q1 2026.
Vanguard Intermediate-Term Bond ETF made up ﹤0.01% of Legacy Bridge's portfolio in Q1 2026, its #294 holding.
Legacy Bridge first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2018 and has held it in 30 quarters since.
Legacy Bridge's Vanguard Intermediate-Term Bond ETF position peaked at $5K in Q4 2020.
1,005 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

Based on Legacy Bridge's 13F filing for Q1 2026, filed 14 May 2026.