Alpine Bank Wealth Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Alpine Bank Wealth 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
2025 Q4	–	Sell	-424	Closed	-$33.1K	–	175
2025 Q3	$33.1K	Buy	+424	New	+$32.8K	﹤0.01%	262

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

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

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Alpine Bank Wealth Management's BIV Position: Q4 2025 in Review

Alpine Bank Wealth Management sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q4 2025, closing a stake of 424 shares — an estimated $33.1K sold.

Alpine Bank Wealth Management first reported a position in BIV in Q3 2025 and held it in 1 quarter. The position peaked at $33.1K in Q3 2025. 977 funds tracked by Wall St. Rank hold BIV as of Q4 2025.

Alpine Bank Wealth Management reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q4 2025 after selling out during the quarter.
Alpine Bank Wealth Management sold 424 Vanguard Intermediate-Term Bond ETF shares in Q4 2025, an estimated $33.1K.
Alpine Bank Wealth Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q3 2025 and held it in 1 quarter.
Alpine Bank Wealth Management's Vanguard Intermediate-Term Bond ETF position peaked at $33.1K in Q3 2025.
977 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q4 2025.

Based on Alpine Bank Wealth Management's 13F filing for Q4 2025, filed 15 Jan 2026.