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

Legacy Trust’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	$435K	Sell	5,671 -130	-2%	-$9.98K	0.08%	142
2026 Q1	$448K	Sell	5,801 -460	-7%	-$35.8K	0.09%	142
2025 Q4	$488K	Hold	6,261	–	–	0.09%	127
2025 Q3	$489K	Buy	6,261 +1,681	+37%	+$130K	0.1%	129
2025 Q2	$354K	Sell	4,580 -65	-1%	-$4.95K	0.09%	115
2025 Q1	$356K	Sell	4,645 -135	-3%	-$10.2K	0.09%	127
2024 Q4	$357K	Sell	4,780 -3,750	-44%	-$285K	0.08%	121
2024 Q3	$668K	Sell	8,530 -1,962	-19%	-$151K	0.15%	94
2024 Q2	$786K	Sell	10,492 -2,577	-20%	-$192K	0.2%	84
2024 Q1	$985K	Buy	13,069 +4,151	+47%	+$313K	0.25%	73
2023 Q4	$681K	Sell	8,918 -1,325	-13%	-$97K	0.18%	87
2023 Q3	$741K	Sell	10,243 -262	-2%	-$19.4K	0.22%	82
2023 Q2	$790K	Hold	10,505	–	–	0.22%	82
2023 Q1	$806K	Sell	10,505 -200	-2%	-$15.1K	0.24%	81
2022 Q4	$796K	Buy	+10,705	New	+$793K	0.25%	74

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

Legacy Trust's BIV Position: Q2 2026 in Review

Legacy Trust reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 2.2% in Q2 2026, selling an estimated $9.98K and leaving 5,671 shares worth $435K. The position accounts for 0.08% of the portfolio, ranked #142.

Legacy Trust first reported a position in BIV in Q4 2022 and has held it in 15 quarters since. The position peaked at $985K in Q1 2024. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

Legacy Trust held 5,671 shares of Vanguard Intermediate-Term Bond ETF worth $435K as of Q2 2026.
Legacy Trust sold 130 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $9.98K.
Vanguard Intermediate-Term Bond ETF made up 0.08% of Legacy Trust's portfolio in Q2 2026, its #142 holding.
Legacy Trust first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2022 and has held it in 15 quarters since.
Legacy Trust's Vanguard Intermediate-Term Bond ETF position peaked at $985K in Q1 2024.
1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Legacy Trust's 13F filing for Q2 2026, filed 31 Jul 2026.