Lodestar Private Asset Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Lodestar Private Asset 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	$27.7M	Buy	359,497 +26,287	+8%	+$2.05M	2.74%	9
2025 Q4	$26M	Buy	333,210 +37,231	+13%	+$2.91M	2.6%	10
2025 Q3	$23.1M	Buy	295,979 +51,548	+21%	+$3.99M	2.41%	9
2025 Q2	$18.9M	Buy	244,431 +18,306	+8%	+$1.39M	2.18%	10
2025 Q1	$17.3M	Buy	226,125 +10,674	+5%	+$805K	2.18%	10
2024 Q4	$16.1M	Buy	215,451 +13,815	+7%	+$1.05M	2.01%	11
2024 Q3	$15.8M	Buy	201,636 +14,645	+8%	+$1.13M	2.01%	11
2024 Q2	$14M	Buy	186,991 +11,108	+6%	+$825K	1.93%	14
2024 Q1	$13.3M	Buy	175,883 +15,738	+10%	+$1.19M	1.89%	14
2023 Q4	$12.2M	Buy	160,145 +2,295	+1%	+$168K	1.88%	14
2023 Q3	$11.4M	Buy	157,850 +26,817	+20%	+$1.98M	1.95%	13
2023 Q2	$9.86M	Buy	131,033 +31,218	+31%	+$2.38M	1.65%	15
2023 Q1	$7.66M	Buy	99,815 +43,480	+77%	+$3.29M	1.37%	22
2022 Q4	$4.19M	Buy	+56,335	New	+$4.17M	0.8%	35

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

Lodestar Private Asset Management's BIV Position: Q1 2026 in Review

Lodestar Private Asset Management increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 7.9% in Q1 2026, buying an estimated $2.05M and bringing the position to 359,497 shares worth $27.7M. The position accounts for 2.74% of the portfolio, ranked #9.

Lodestar Private Asset Management first reported a position in BIV in Q4 2022 and has held it in 14 quarters since. 1,005 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

Lodestar Private Asset Management held 359,497 shares of Vanguard Intermediate-Term Bond ETF worth $27.7M as of Q1 2026.
Lodestar Private Asset Management bought 26,287 Vanguard Intermediate-Term Bond ETF shares in Q1 2026, an estimated $2.05M.
Vanguard Intermediate-Term Bond ETF made up 2.74% of Lodestar Private Asset Management's portfolio in Q1 2026, its #9 holding.
Lodestar Private Asset Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2022 and has held it in 14 quarters since.
1,005 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

Based on Lodestar Private Asset Management's 13F filing for Q1 2026, filed 27 Apr 2026.