Plum Street Advisors’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Plum Street 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	$1.33M	Sell	17,314 -339	-2%	-$26K	0.42%	47
2026 Q1	$1.36M	Hold	17,653	–	–	0.47%	42
2025 Q4	$1.37M	Sell	17,653 -287	-2%	-$22.4K	0.49%	44
2025 Q3	$1.4M	Hold	17,940	–	–	0.54%	43
2025 Q2	$1.39M	Sell	17,940 -96	-0.5%	-$7.31K	0.61%	40
2025 Q1	$1.38M	Sell	18,036 -936	-5%	-$70.6K	0.67%	39
2024 Q4	$1.42M	Sell	18,972 -690	-4%	-$52.5K	0.7%	36
2024 Q3	$1.54M	Sell	19,662 -960	-5%	-$74K	0.78%	32
2024 Q2	$1.54M	Buy	20,622 +960	+5%	+$71.3K	0.9%	28
2024 Q1	$1.54M	Sell	19,662 -3,757	-16%	-$283K	0.78%	32
2023 Q4	$1.79M	Buy	+23,419	New	+$1.72M	1.19%	20

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

Plum Street Advisors's BIV Position: Q2 2026 in Review

Plum Street Advisors reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 1.9% in Q2 2026, selling an estimated $26K and leaving 17,314 shares worth $1.33M. The position accounts for 0.42% of the portfolio, ranked #47.

Plum Street Advisors first reported a position in BIV in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.79M in Q4 2023. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

Plum Street Advisors held 17,314 shares of Vanguard Intermediate-Term Bond ETF worth $1.33M as of Q2 2026.
Plum Street Advisors sold 339 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $26K.
Vanguard Intermediate-Term Bond ETF made up 0.42% of Plum Street Advisors's portfolio in Q2 2026, its #47 holding.
Plum Street Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2023 and has held it in 11 quarters since.
Plum Street Advisors's Vanguard Intermediate-Term Bond ETF position peaked at $1.79M in Q4 2023.
1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Plum Street Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.