Argonautica Private Wealth Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Argonautica Private 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
2026 Q1	$1.15M	Buy	14,879 +6,345	+74%	+$494K	0.35%	64
2025 Q4	$665K	Buy	8,534 +56	+0.7%	+$4.38K	0.2%	100
2025 Q3	$662K	Buy	8,478 +207	+3%	+$16K	0.19%	92
2025 Q2	$640K	Sell	8,271 -6	-0.1%	-$457	0.2%	96
2025 Q1	$634K	Sell	8,277 -45	-0.5%	-$3.4K	0.22%	92
2024 Q4	$622K	Buy	8,322 +541	+7%	+$41.1K	0.2%	97
2024 Q3	$610K	Buy	7,781 +286	+4%	+$22.1K	0.2%	97
2024 Q2	$561K	Buy	7,495 +394	+6%	+$29.3K	0.19%	104
2024 Q1	$535K	Sell	7,101 -40	-0.6%	-$3.02K	0.19%	102
2023 Q4	$545K	Buy	7,141 +463	+7%	+$33.9K	0.22%	90
2023 Q3	$483K	Buy	6,678 +76	+1%	+$5.62K	0.22%	95
2023 Q2	$497K	Sell	6,602 -17	-0.3%	-$1.29K	0.22%	87
2023 Q1	$508K	Buy	6,619 +366	+6%	+$27.7K	0.26%	78
2022 Q4	$465K	Buy	+6,253	New	+$463K	0.24%	79

Other funds holding BIV

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $1.62B AUM 8.33% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Argonautica Private Wealth Management's BIV Position: Q1 2026 in Review

Argonautica Private Wealth Management increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 74% in Q1 2026, buying an estimated $494K and bringing the position to 14,879 shares worth $1.15M. The position accounts for 0.35% of the portfolio, ranked #64.

Argonautica Private Wealth Management first reported a position in BIV in Q4 2022 and has held it in 14 quarters since. 1,005 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

Argonautica Private Wealth Management held 14,879 shares of Vanguard Intermediate-Term Bond ETF worth $1.15M as of Q1 2026.
Argonautica Private Wealth Management bought 6,345 Vanguard Intermediate-Term Bond ETF shares in Q1 2026, an estimated $494K.
Vanguard Intermediate-Term Bond ETF made up 0.35% of Argonautica Private Wealth Management's portfolio in Q1 2026, its #64 holding.
Argonautica Private Wealth Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2022 and has held it in 14 quarters since.
1,005 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

Based on Argonautica Private Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.