Principal Financial Group’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Principal Financial Group’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	$22.5M	Buy	293,570 +551	+0.2%	+$42.3K	0.01%	912
2026 Q1	$22.6M	Buy	293,019 +129	+0%	+$10K	0.01%	854
2025 Q4	$22.8M	Buy	292,890 +179,709	+159%	+$14.1M	0.01%	814
2025 Q3	$8.84M	Sell	113,181 -574	-0.5%	-$44.4K	﹤0.01%	1354
2025 Q2	$8.8M	Sell	113,755 -2,690	-2%	-$205K	﹤0.01%	1328
2025 Q1	$8.92M	Buy	116,445 +22,221	+24%	+$1.68M	0.01%	1326
2024 Q4	$7.04M	Sell	94,224 -1,002	-1%	-$76.2K	﹤0.01%	1461
2024 Q3	$7.46M	Hold	95,226	–	–	﹤0.01%	1416
2024 Q2	$7.13M	Sell	95,226 -10,344	-10%	-$769K	﹤0.01%	1429
2024 Q1	$7.96M	Hold	105,570	–	–	﹤0.01%	1409
2023 Q4	$8.06M	Sell	105,570 -281,161	-73%	-$20.6M	0.01%	1392
2023 Q3	$28M	Buy	386,731 +381,106	+6,775%	+$28.2M	0.02%	617
2023 Q2	$423K	Buy	+5,625	New	+$428K	﹤0.01%	1990

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

Principal Financial Group's BIV Position: Q2 2026 in Review

Principal Financial Group increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 0.19% in Q2 2026, buying an estimated $42.3K and bringing the position to 293,570 shares worth $22.5M. The position accounts for 0.01% of the portfolio, ranked #912.

Principal Financial Group first reported a position in BIV in Q2 2023 and has held it in 13 quarters since. The position peaked at $28M in Q3 2023. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

Principal Financial Group held 293,570 shares of Vanguard Intermediate-Term Bond ETF worth $22.5M as of Q2 2026.
Principal Financial Group bought 551 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $42.3K.
Vanguard Intermediate-Term Bond ETF made up 0.01% of Principal Financial Group's portfolio in Q2 2026, its #912 holding.
Principal Financial Group first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2023 and has held it in 13 quarters since.
Principal Financial Group's Vanguard Intermediate-Term Bond ETF position peaked at $28M in Q3 2023.
1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Principal Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.