UBS AM’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

UBS AM’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	$2.45K	Sell	32 -2,273	-99%	-$174K	﹤0.01%	3508
2026 Q1	$178K	Buy	2,305 +1,909	+482%	+$149K	﹤0.01%	2757
2025 Q4	$30.8K	Buy	+396	New	+$31K	﹤0.01%	2685
2022 Q3	–	Hold	0	–	–	–	751
2019 Q4	–	Sell	-146	Closed	-$12.8K	–	2563
2019 Q3	$12.8K	Buy	+146	New	+$12.8K	﹤0.01%	2796
2017 Q2	–	Sell	-807	Closed	-$67.5K	–	2534
2017 Q1	$67.5K	Buy	+807	New	+$67.2K	﹤0.01%	2328

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

UBS AM's BIV Position: Q2 2026 in Review

UBS AM reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 99% in Q2 2026, selling an estimated $174K and leaving 32 shares worth $2.45K. The position accounts for ﹤0.01% of the portfolio, ranked #3508.

UBS AM first reported a position in BIV in Q1 2017 and has held it in 5 quarters since. The position peaked at $178K in Q1 2026. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

UBS AM held 32 shares of Vanguard Intermediate-Term Bond ETF worth $2.45K as of Q2 2026.
UBS AM sold 2,273 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $174K.
Vanguard Intermediate-Term Bond ETF made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #3508 holding.
UBS AM first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2017 and has held it in 5 quarters since.
UBS AM's Vanguard Intermediate-Term Bond ETF position peaked at $178K in Q1 2026.
1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.