Leo H. Evart Inc’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Leo H. Evart Inc’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	$5.92M	Buy	+76,674	New	+$5.97M	5.06%	4
2023 Q3	$5.58M	Sell	77,106 -2,922	-4%	-$216K	8.56%	3
2023 Q2	$6.02M	Buy	80,028 +932	+1%	+$71K	8.36%	3
2023 Q1	$6.07M	Buy	79,096 +4,494	+6%	+$340K	8.86%	3
2022 Q4	$5.54M	Sell	74,602 -3,774	-5%	-$280K	8.38%	3
2022 Q3	$5.76M	Sell	78,376 -4,735	-6%	-$366K	8.77%	4
2022 Q2	$6.45M	Sell	83,111 -1,501	-2%	-$118K	7.85%	4
2022 Q1	$6.93M	Sell	84,612 -8,456	-9%	-$714K	7.16%	4
2021 Q4	$8.15M	Buy	+93,068	New	+$8.26M	7.94%	4

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 $1.73B AUM 9.28% 1-Year Est. Return

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

Leo H. Evart Inc's BIV Position: Q1 2026 in Review

Leo H. Evart Inc opened a new position in Vanguard Intermediate-Term Bond ETF (BIV) in Q1 2026: 76,674 shares worth $5.92M. The stake represents 5.06% of the portfolio and ranks #4 among its holdings. This is a return to the name: Leo H. Evart Inc previously reported a position in BIV as recently as Q3 2023.

Leo H. Evart Inc first reported a position in BIV in Q4 2021 and has held it in 9 quarters since. The position peaked at $8.15M in Q4 2021. 1,006 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

Leo H. Evart Inc held 76,674 shares of Vanguard Intermediate-Term Bond ETF worth $5.92M as of Q1 2026.
Vanguard Intermediate-Term Bond ETF was a new Leo H. Evart Inc position in Q1 2026.
Vanguard Intermediate-Term Bond ETF made up 5.06% of Leo H. Evart Inc's portfolio in Q1 2026, its #4 holding.
Leo H. Evart Inc first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2021 and has held it in 9 quarters since.
Leo H. Evart Inc's Vanguard Intermediate-Term Bond ETF position peaked at $8.15M in Q4 2021.
1,006 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

Based on Leo H. Evart Inc's 13F filing for Q1 2026, filed 13 May 2026.