Milestone Investment Advisors’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Milestone Investment Advisors’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	$6.16M	Sell	80,327 -2,259	-3%	-$173K	1.33%	24
2026 Q1	$6.37M	Buy	82,586 +2,040	+3%	+$159K	1.54%	20
2025 Q4	$6.27M	Buy	80,546 +3,575	+5%	+$280K	1.52%	21
2025 Q3	$6.01M	Buy	76,971 +1,094	+1%	+$84.7K	1.49%	22
2025 Q2	$5.87M	Buy	75,877 +4,854	+7%	+$370K	1.53%	22
2025 Q1	$5.44M	Buy	71,023 +612	+0.9%	+$46.2K	1.51%	22
2024 Q4	$5.26M	Buy	70,411 +15,518	+28%	+$1.18M	1.43%	21
2024 Q3	$4.3M	Buy	54,893 +16,137	+42%	+$1.24M	1.2%	25
2024 Q2	$2.9M	Buy	38,756 +8,806	+29%	+$654K	0.77%	36
2024 Q1	$2.26M	Sell	29,950 -90	-0.3%	-$6.78K	0.61%	36
2023 Q4	$2.29M	Buy	30,040 +29,730	+9,590%	+$2.18M	0.67%	33
2023 Q3	$22.4K	Buy	310 +1	+0.3%	+$74	0.01%	250
2023 Q2	$23.2K	Sell	309 -233	-43%	-$17.7K	0.01%	96
2023 Q1	$41.6K	Buy	542 +452	+502%	+$34.2K	0.01%	218
2022 Q4	$6.69K	Buy	+90	New	+$6.67K	﹤0.01%	108

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

Milestone Investment Advisors's BIV Position: Q2 2026 in Review

Milestone Investment Advisors reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 2.7% in Q2 2026, selling an estimated $173K and leaving 80,327 shares worth $6.16M. The position accounts for 1.33% of the portfolio, ranked #24.

Milestone Investment Advisors first reported a position in BIV in Q4 2022 and has held it in 15 quarters since. The position peaked at $6.37M in Q1 2026. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

Milestone Investment Advisors held 80,327 shares of Vanguard Intermediate-Term Bond ETF worth $6.16M as of Q2 2026.
Milestone Investment Advisors sold 2,259 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $173K.
Vanguard Intermediate-Term Bond ETF made up 1.33% of Milestone Investment Advisors's portfolio in Q2 2026, its #24 holding.
Milestone Investment Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2022 and has held it in 15 quarters since.
Milestone Investment Advisors's Vanguard Intermediate-Term Bond ETF position peaked at $6.37M in Q1 2026.
1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Milestone Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.