Shade Tree Advisors’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Shade Tree 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	$1.48M	Hold	19,256	–	–	0.86%	10
2026 Q1	$1.49M	Hold	19,256	–	–	1.06%	9
2025 Q4	$1.5M	Hold	19,256	–	–	1.14%	8
2025 Q3	$1.5M	Hold	19,256	–	–	1.3%	8
2025 Q2	$1.49M	Hold	19,256	–	–	1.3%	9
2025 Q1	$1.47M	Hold	19,256	–	–	1.46%	8
2024 Q4	$1.44M	Buy	+19,256	New	+$1.46M	1.45%	7

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

Shade Tree Advisors's BIV Position: Q2 2026 in Review

Shade Tree Advisors held its Vanguard Intermediate-Term Bond ETF (BIV) position steady in Q2 2026 at 19,256 shares worth $1.48M. The position accounts for 0.86% of the portfolio, ranked #10.

Shade Tree Advisors first reported a position in BIV in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.5M in Q3 2025. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

Shade Tree Advisors held 19,256 shares of Vanguard Intermediate-Term Bond ETF worth $1.48M as of Q2 2026.
Shade Tree Advisors left its Vanguard Intermediate-Term Bond ETF share count unchanged in Q2 2026.
Vanguard Intermediate-Term Bond ETF made up 0.86% of Shade Tree Advisors's portfolio in Q2 2026, its #10 holding.
Shade Tree Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2024 and has held it in 7 quarters since.
Shade Tree Advisors's Vanguard Intermediate-Term Bond ETF position peaked at $1.5M in Q3 2025.
1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Shade Tree Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.