St Louis Trust’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

St Louis Trust’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	$7.72M	Hold	47,363	–	–	0.88%	29
2026 Q1	$3.66M	Buy	47,363 +4,443	+10%	+$346K	0.43%	35
2025 Q4	$3.34M	Hold	42,920	–	–	0.38%	40
2025 Q3	$3.35M	Hold	42,920	–	–	0.42%	37
2025 Q2	$3.32M	Sell	42,920 -199	-0.5%	-$15.2K	0.44%	36
2025 Q1	$3.3M	Sell	43,119 -18	-0%	-$1.36K	0.48%	34
2024 Q4	$3.22M	Buy	43,137 +3	+0%	+$228	0.46%	38
2024 Q3	$3.38M	Buy	43,134 +7,637	+22%	+$589K	0.48%	36
2024 Q2	$2.66M	Buy	35,497 +2	+0%	+$149	0.41%	43
2024 Q1	$2.68M	Buy	35,495 +1	+0%	+$75	0.42%	43
2023 Q4	$2.71M	Buy	35,494 +2	+0%	+$146	0.47%	40
2023 Q3	$2.57M	Buy	35,492 +2	+0%	+$148	0.48%	37
2023 Q2	$2.67M	Buy	+35,490	New	+$2.7M	0.49%	36

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

St Louis Trust's BIV Position: Q2 2026 in Review

St Louis Trust held its Vanguard Intermediate-Term Bond ETF (BIV) position steady in Q2 2026 at 47,363 shares worth $7.72M. The position accounts for 0.88% of the portfolio, ranked #29.

St Louis Trust first reported a position in BIV in Q2 2023 and has held it in 13 quarters since. 1,020 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

St Louis Trust held 47,363 shares of Vanguard Intermediate-Term Bond ETF worth $7.72M as of Q2 2026.
St Louis Trust left its Vanguard Intermediate-Term Bond ETF share count unchanged in Q2 2026.
Vanguard Intermediate-Term Bond ETF made up 0.88% of St Louis Trust's portfolio in Q2 2026, its #29 holding.
St Louis Trust first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2023 and has held it in 13 quarters since.
1,020 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on St Louis Trust's 13F filing for Q2 2026, filed 30 Jul 2026.