Baker Tilly Wealth Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Baker Tilly 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 Q3	$228K	Hold	3,125	–	–	0.04%	265
2026 Q2	$240K	Sell	3,125 -955	-23%	-$73.3K	0.05%	252
2026 Q1	$315K	Buy	+4,080	New	+$318K	0.08%	203
2024 Q1	–	Sell	-2,907	Closed	-$222K	–	420
2023 Q4	$222K	Hold	2,907	–	–	0.04%	435
2023 Q3	$210K	Hold	2,907	–	–	0.03%	434
2023 Q2	$219K	Hold	2,907	–	–	0.02%	512
2023 Q1	$223K	Buy	+2,907	New	+$220K	0.03%	503

Other funds holding BIV

MHR

Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return

MBT

Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return

FC Advisory West Chester, Pennsylvania $382M AUM 8.35% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

Ridgewood Investments Springfield, New Jersey $271M AUM

Adelphi Trust Saint Petersburg, Florida $152M AUM 20.39% 1-Year Est. Return

FCFC

First Citizens Financial Corp Mason City, Iowa $238M AUM 17.36% 1-Year Est. Return

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

Baker Tilly Wealth Management's BIV Position: Q3 2026 in Review

Baker Tilly Wealth Management held its Vanguard Intermediate-Term Bond ETF (BIV) position steady in Q3 2026 at 3,125 shares worth $228K. The position accounts for 0.04% of the portfolio, ranked #265.

Baker Tilly Wealth Management first reported a position in BIV in Q1 2023 and has held it in 7 quarters since. The position peaked at $315K in Q1 2026. 15 funds tracked by Wall St. Rank hold BIV as of Q3 2026.

Baker Tilly Wealth Management held 3,125 shares of Vanguard Intermediate-Term Bond ETF worth $228K as of Q3 2026.
Baker Tilly Wealth Management left its Vanguard Intermediate-Term Bond ETF share count unchanged in Q3 2026.
Vanguard Intermediate-Term Bond ETF made up 0.04% of Baker Tilly Wealth Management's portfolio in Q3 2026, its #265 holding.
Baker Tilly Wealth Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2023 and has held it in 7 quarters since.
Baker Tilly Wealth Management's Vanguard Intermediate-Term Bond ETF position peaked at $315K in Q1 2026.
15 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q3 2026, filed 5 Oct 2026.