Trust Company of Toledo’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Trust Company of Toledo’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	$46K	Sell	600 -300	-33%	-$23K	﹤0.01%	487
2026 Q1	$69.5K	Hold	900	–	–	0.01%	403
2025 Q4	$70.1K	Hold	900	–	–	0.01%	382
2025 Q3	$70.3K	Hold	900	–	–	0.01%	385
2025 Q2	$69.6K	Buy	+900	New	+$68.5K	0.01%	374

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

Trust Company of Toledo's BIV Position: Q2 2026 in Review

Trust Company of Toledo reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 33% in Q2 2026, selling an estimated $23K and leaving 600 shares worth $46K. The position accounts for ﹤0.01% of the portfolio, ranked #487.

Trust Company of Toledo first reported a position in BIV in Q2 2025 and has held it in 5 quarters since. The position peaked at $70.3K in Q3 2025. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

Trust Company of Toledo held 600 shares of Vanguard Intermediate-Term Bond ETF worth $46K as of Q2 2026.
Trust Company of Toledo sold 300 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $23K.
Vanguard Intermediate-Term Bond ETF made up ﹤0.01% of Trust Company of Toledo's portfolio in Q2 2026, its #487 holding.
Trust Company of Toledo first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2025 and has held it in 5 quarters since.
Trust Company of Toledo's Vanguard Intermediate-Term Bond ETF position peaked at $70.3K in Q3 2025.
1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Trust Company of Toledo's 13F filing for Q2 2026, filed 16 Jul 2026.