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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
Q2 		$259K Buy
3,378
+400
+13% +$30.7K 0.06% 131
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
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

Prudent Man Advisors's BIV Position: Q2 2026 in Review

Prudent Man Advisors increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 13% in Q2 2026, buying an estimated $30.7K and bringing the position to 3,378 shares worth $259K. The position accounts for 0.06% of the portfolio, ranked #131.

Prudent Man Advisors first reported a position in BIV in Q3 2020 and has held it in 24 quarters since. The position peaked at $4.59M in Q2 2021. 1,020 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • Prudent Man Advisors held 3,378 shares of Vanguard Intermediate-Term Bond ETF worth $259K as of Q2 2026.
  • Prudent Man Advisors bought 400 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $30.7K.
  • Vanguard Intermediate-Term Bond ETF made up 0.06% of Prudent Man Advisors's portfolio in Q2 2026, its #131 holding.
  • Prudent Man Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q3 2020 and has held it in 24 quarters since.
  • Prudent Man Advisors's Vanguard Intermediate-Term Bond ETF position peaked at $4.59M in Q2 2021.
  • 1,020 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Prudent Man Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.