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Minot DeBlois Advisors’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Minot DeBlois 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 		$11.5K Sell
150
-170
-53% -$13.1K 0.01% 145
2026
Q1 		$24.7K Hold
320
– – 0.02% 125
2025
Q4 		$24.9K Hold
320
– – 0.02% 102
2025
Q3 		$25K Sell
320
-503
-61% -$38.9K 0.02% 129
2025
Q2 		$63.7K Sell
823
-300
-27% -$22.8K 0.06% 97
2025
Q1 		$86K Hold
1,123
– – 0.09% 94
2024
Q4 		$83.9K Buy
+1,123
New +$85.4K 0.08% 99

Other funds holding BIV

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Baird Financial Group
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Minot DeBlois Advisors's BIV Position: Q2 2026 in Review

Minot DeBlois Advisors reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 53% in Q2 2026, selling an estimated $13.1K and leaving 150 shares worth $11.5K. The position accounts for 0.01% of the portfolio, ranked #145.

Minot DeBlois Advisors first reported a position in BIV in Q4 2024 and has held it in 7 quarters since. The position peaked at $86K in Q1 2025. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • Minot DeBlois Advisors held 150 shares of Vanguard Intermediate-Term Bond ETF worth $11.5K as of Q2 2026.
  • Minot DeBlois Advisors sold 170 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $13.1K.
  • Vanguard Intermediate-Term Bond ETF made up 0.01% of Minot DeBlois Advisors's portfolio in Q2 2026, its #145 holding.
  • Minot DeBlois Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • Minot DeBlois Advisors's Vanguard Intermediate-Term Bond ETF position peaked at $86K in Q1 2025.
  • 1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Minot DeBlois Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.