Per Stirling Capital Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Per Stirling Capital 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	$2.25M	Buy	29,131 +1,338	+5%	+$104K	0.25%	79
2025 Q4	$2.16M	Buy	27,793 +2,135	+8%	+$167K	0.24%	76
2025 Q3	$2M	Buy	25,658 +2,527	+11%	+$196K	0.24%	77
2025 Q2	$1.79M	Buy	23,131 +103	+0.4%	+$7.84K	0.23%	78
2025 Q1	$1.76M	Buy	23,028 +874	+4%	+$65.9K	0.25%	80
2024 Q4	$1.66M	Buy	22,154 +2,925	+15%	+$222K	0.23%	79
2024 Q3	$1.51M	Buy	19,229 +415	+2%	+$32K	0.21%	81
2024 Q2	$1.41M	Buy	18,814 +3,585	+24%	+$266K	0.23%	74
2024 Q1	$1.15M	Buy	15,229 +4,257	+39%	+$321K	0.19%	82
2023 Q4	$838K	Buy	10,972 +346	+3%	+$25.3K	0.15%	92
2023 Q3	$768K	Sell	10,626 -2,173	-17%	-$161K	0.16%	86
2023 Q2	$963K	Sell	12,799 -525	-4%	-$40K	0.2%	80
2023 Q1	$1.02M	Sell	13,324 -1,037	-7%	-$78.5K	0.22%	69
2022 Q4	$1.07M	Buy	+14,361	New	+$1.06M	0.19%	73

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

Per Stirling Capital Management's BIV Position: Q1 2026 in Review

Per Stirling Capital Management increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 4.8% in Q1 2026, buying an estimated $104K and bringing the position to 29,131 shares worth $2.25M. The position accounts for 0.25% of the portfolio, ranked #79.

Per Stirling Capital 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.

Per Stirling Capital Management held 29,131 shares of Vanguard Intermediate-Term Bond ETF worth $2.25M as of Q1 2026.
Per Stirling Capital Management bought 1,338 Vanguard Intermediate-Term Bond ETF shares in Q1 2026, an estimated $104K.
Vanguard Intermediate-Term Bond ETF made up 0.25% of Per Stirling Capital Management's portfolio in Q1 2026, its #79 holding.
Per Stirling Capital 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 Per Stirling Capital Management's 13F filing for Q1 2026, filed 12 May 2026.