Trustmark National Bank Trust Department’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Trustmark National Bank Trust Department’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	$20.8M	Buy	269,320 +12,717	+5%	+$990K	1.34%	13
2025 Q4	$20M	Buy	256,603 +21,617	+9%	+$1.69M	1.26%	18
2025 Q3	$18.4M	Sell	234,986 -46,016	-16%	-$3.56M	1.19%	20
2025 Q2	$21.7M	Buy	281,002 +274,512	+4,230%	+$20.9M	1.5%	13
2025 Q1	$497K	Buy	6,490 +690	+12%	+$52.1K	0.04%	202
2024 Q4	$433K	Hold	5,800	–	–	0.03%	209
2024 Q3	$455K	Buy	5,800 +2,500	+76%	+$193K	0.03%	211
2024 Q2	$247K	Sell	3,300 -350	-10%	-$26K	0.02%	263
2024 Q1	$275K	Hold	3,650	–	–	0.02%	244
2023 Q4	$279K	Hold	3,650	–	–	0.03%	221
2023 Q3	$264K	Sell	3,650 -22	-0.6%	-$1.63K	0.03%	220
2023 Q2	$276K	Buy	3,672 +350	+11%	+$26.7K	0.03%	224
2023 Q1	$255K	Hold	3,322	–	–	0.02%	242
2022 Q4	$247K	Buy	+3,322	New	+$246K	0.02%	245

Other funds holding BIV

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $1.73B AUM 9.28% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Trustmark National Bank Trust Department's BIV Position: Q1 2026 in Review

Trustmark National Bank Trust Department increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 5% in Q1 2026, buying an estimated $990K and bringing the position to 269,320 shares worth $20.8M. The position accounts for 1.34% of the portfolio, ranked #13.

Trustmark National Bank Trust Department first reported a position in BIV in Q4 2022 and has held it in 14 quarters since. The position peaked at $21.7M in Q2 2025. 1,008 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

Trustmark National Bank Trust Department held 269,320 shares of Vanguard Intermediate-Term Bond ETF worth $20.8M as of Q1 2026.
Trustmark National Bank Trust Department bought 12,717 Vanguard Intermediate-Term Bond ETF shares in Q1 2026, an estimated $990K.
Vanguard Intermediate-Term Bond ETF made up 1.34% of Trustmark National Bank Trust Department's portfolio in Q1 2026, its #13 holding.
Trustmark National Bank Trust Department first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2022 and has held it in 14 quarters since.
Trustmark National Bank Trust Department's Vanguard Intermediate-Term Bond ETF position peaked at $21.7M in Q2 2025.
1,008 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

Based on Trustmark National Bank Trust Department's 13F filing for Q1 2026, filed 14 May 2026.