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Sterling Investment Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Sterling Investment Management’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 		$2.64M Sell
34,381
-3,221
-9% -$247K 1.45% 21
2026
Q1 		$2.9M Sell
37,602
-16
-0% -$1.25K 1.74% 19
2025
Q4 		$2.93M Sell
37,618
-918
-2% -$71.8K 1.66% 19
2025
Q3 		$3.01M Sell
38,536
-1,010
-3% -$78.2K 1.81% 18
2025
Q2 		$3.06M Sell
39,546
-903
-2% -$68.8K 2.03% 18
2025
Q1 		$3.1M Buy
40,449
+2,479
+7% +$187K 2.2% 16
2024
Q4 		$2.84M Buy
+37,970
New +$2.89M 2.23% 14

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

Sterling Investment Management's BIV Position: Q2 2026 in Review

Sterling Investment Management reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 8.6% in Q2 2026, selling an estimated $247K and leaving 34,381 shares worth $2.64M. The position accounts for 1.45% of the portfolio, ranked #21.

Sterling Investment Management first reported a position in BIV in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.1M in Q1 2025. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • Sterling Investment Management held 34,381 shares of Vanguard Intermediate-Term Bond ETF worth $2.64M as of Q2 2026.
  • Sterling Investment Management sold 3,221 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $247K.
  • Vanguard Intermediate-Term Bond ETF made up 1.45% of Sterling Investment Management's portfolio in Q2 2026, its #21 holding.
  • Sterling Investment Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • Sterling Investment Management's Vanguard Intermediate-Term Bond ETF position peaked at $3.1M in Q1 2025.
  • 1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Sterling Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.