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 Q2	$5.27M	Sell	68,646 -8,028	-10%	-$616K	4.16%	7
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 $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

Leo H. Evart Inc's BIV Position: Q2 2026 in Review

Leo H. Evart Inc reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 10% in Q2 2026, selling an estimated $616K and leaving 68,646 shares worth $5.27M. The position accounts for 4.16% of the portfolio, ranked #7.

Leo H. Evart Inc first reported a position in BIV in Q4 2021 and has held it in 10 quarters since. The position peaked at $8.15M in Q4 2021. 1,023 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

Leo H. Evart Inc held 68,646 shares of Vanguard Intermediate-Term Bond ETF worth $5.27M as of Q2 2026.
Leo H. Evart Inc sold 8,028 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $616K.
Vanguard Intermediate-Term Bond ETF made up 4.16% of Leo H. Evart Inc's portfolio in Q2 2026, its #7 holding.
Leo H. Evart Inc first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2021 and has held it in 10 quarters since.
Leo H. Evart Inc's Vanguard Intermediate-Term Bond ETF position peaked at $8.15M in Q4 2021.
1,023 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Leo H. Evart Inc's 13F filing for Q2 2026, filed 18 Aug 2026.