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

Principal Securities’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 		$1.12M Buy
14,611
+2,404
+20% +$185K 0.01% 745
2026
Q1 		$942K Buy
12,207
+1,090
+10% +$84.9K 0.01% 742
2025
Q4 		$866K Buy
11,117
+2,702
+32% +$211K 0.01% 739
2025
Q3 		$657K Buy
8,415
+276
+3% +$21.4K 0.01% 805
2025
Q2 		$629K Buy
8,139
+1,174
+17% +$89.4K 0.01% 766
2025
Q1 		$520K Buy
6,965
+534
+8% +$40.3K 0.01% 754
2024
Q4 		$481K Buy
6,431
+4,018
+167% +$305K 0.01% 787
2024
Q3 		$189K Buy
2,413
+856
+55% +$66K ﹤0.01% 1122
2024
Q2 		$117K Buy
1,557
+290
+23% +$21.6K ﹤0.01% 1260
2024
Q1 		$95.5K Sell
1,267
-71
-5% -$5.35K ﹤0.01% 1297
2023
Q4 		$102K Buy
+1,338
New +$98K ﹤0.01% 1180

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

Principal Securities's BIV Position: Q2 2026 in Review

Principal Securities increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 20% in Q2 2026, buying an estimated $185K and bringing the position to 14,611 shares worth $1.12M. The position accounts for 0.01% of the portfolio, ranked #745.

Principal Securities first reported a position in BIV in Q4 2023 and has held it in 11 quarters since. 1,020 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • Principal Securities held 14,611 shares of Vanguard Intermediate-Term Bond ETF worth $1.12M as of Q2 2026.
  • Principal Securities bought 2,404 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $185K.
  • Vanguard Intermediate-Term Bond ETF made up 0.01% of Principal Securities's portfolio in Q2 2026, its #745 holding.
  • Principal Securities first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,020 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

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