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 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 $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

St Louis Trust's BIV Position: Q1 2026 in Review

St Louis Trust increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 10% in Q1 2026, buying an estimated $346K and bringing the position to 47,363 shares worth $3.66M. The position accounts for 0.43% of the portfolio, ranked #35.

St Louis Trust first reported a position in BIV in Q2 2023 and has held it in 12 quarters since. 1,005 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

St Louis Trust held 47,363 shares of Vanguard Intermediate-Term Bond ETF worth $3.66M as of Q1 2026.
St Louis Trust bought 4,443 Vanguard Intermediate-Term Bond ETF shares in Q1 2026, an estimated $346K.
Vanguard Intermediate-Term Bond ETF made up 0.43% of St Louis Trust's portfolio in Q1 2026, its #35 holding.
St Louis Trust first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2023 and has held it in 12 quarters since.
1,005 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

Based on St Louis Trust's 13F filing for Q1 2026, filed 14 May 2026.