Prudent Man Advisors’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Prudent Man 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 Q1	$230K	Hold	2,978	–	–	0.07%	127
2025 Q4	$232K	Hold	2,978	–	–	0.08%	129
2025 Q3	$233K	Hold	2,978	–	–	0.09%	127
2025 Q2	$230K	Hold	2,978	–	–	0.07%	154
2025 Q1	$228K	Sell	2,978 -24,536	-89%	-$1.85M	0.08%	149
2024 Q4	$2.06M	Sell	27,514 -1,388	-5%	-$106K	0.75%	21
2024 Q3	$2.27M	Hold	28,902	–	–	0.76%	20
2024 Q2	$2.16M	Hold	28,902	–	–	0.77%	22
2024 Q1	$2.18M	Sell	28,902 -23,207	-45%	-$1.75M	0.82%	19
2023 Q4	$3.98M	Sell	52,109 -129	-0.2%	-$9.45K	1.49%	10
2023 Q3	$3.78M	Sell	52,238 -1,115	-2%	-$82.5K	1.5%	10
2023 Q2	$4.01M	Buy	53,353 +375	+0.7%	+$28.6K	1.51%	10
2023 Q1	$4.06M	Hold	52,978	–	–	1.59%	9
2022 Q4	$3.93M	Buy	52,978 +1,432	+3%	+$106K	1.59%	9
2022 Q3	$3.79M	Hold	51,546	–	–	1.79%	7
2022 Q2	$4M	Hold	51,546	–	–	1.87%	7
2022 Q1	$4.22M	Hold	51,546	–	–	1.71%	8
2021 Q4	$4.52M	Buy	51,546 +1,125	+2%	+$99.8K	1.72%	9
2021 Q3	$4.51M	Sell	50,421 -650	-1%	-$58.9K	1.71%	7
2021 Q2	$4.59M	Buy	51,071 +6,404	+14%	+$572K	1.77%	7
2021 Q1	$3.96M	Sell	44,667 -3,250	-7%	-$295K	1.66%	7
2020 Q4	$4.45M	Buy	47,917 +23,746	+98%	+$2.21M	1.86%	7
2020 Q3	$2.26M	Buy	+24,171	New	+$2.26M	1.2%	12

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

Prudent Man Advisors's BIV Position: Q1 2026 in Review

Prudent Man Advisors held its Vanguard Intermediate-Term Bond ETF (BIV) position steady in Q1 2026 at 2,978 shares worth $230K. The position accounts for 0.07% of the portfolio, ranked #127.

Prudent Man Advisors first reported a position in BIV in Q3 2020 and has held it in 23 quarters since. The position peaked at $4.59M in Q2 2021. 1,005 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

Prudent Man Advisors held 2,978 shares of Vanguard Intermediate-Term Bond ETF worth $230K as of Q1 2026.
Prudent Man Advisors left its Vanguard Intermediate-Term Bond ETF share count unchanged in Q1 2026.
Vanguard Intermediate-Term Bond ETF made up 0.07% of Prudent Man Advisors's portfolio in Q1 2026, its #127 holding.
Prudent Man Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q3 2020 and has held it in 23 quarters since.
Prudent Man Advisors's Vanguard Intermediate-Term Bond ETF position peaked at $4.59M in Q2 2021.
1,005 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

Based on Prudent Man Advisors's 13F filing for Q1 2026, filed 8 May 2026.