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 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 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

Principal Securities's BIV Position: Q1 2026 in Review

Principal Securities increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 9.8% in Q1 2026, buying an estimated $84.9K and bringing the position to 12,207 shares worth $942K. The position accounts for 0.01% of the portfolio, ranked #742.

Principal Securities first reported a position in BIV in Q4 2023 and has held it in 10 quarters since. 1,005 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

Principal Securities held 12,207 shares of Vanguard Intermediate-Term Bond ETF worth $942K as of Q1 2026.
Principal Securities bought 1,090 Vanguard Intermediate-Term Bond ETF shares in Q1 2026, an estimated $84.9K.
Vanguard Intermediate-Term Bond ETF made up 0.01% of Principal Securities's portfolio in Q1 2026, its #742 holding.
Principal Securities first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2023 and has held it in 10 quarters since.
1,005 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

Based on Principal Securities's 13F filing for Q1 2026, filed 13 May 2026.