Bay Harbor Wealth Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Bay Harbor 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	$6.84M	Buy	88,568 +4,653	+6%	+$362K	1.77%	21
2025 Q4	$6.54M	Sell	83,915 -1,200	-1%	-$93.8K	1.71%	22
2025 Q3	$6.65M	Buy	85,115 +450	+0.5%	+$34.8K	1.8%	22
2025 Q2	$6.55M	Sell	84,665 -1,221	-1%	-$93K	1.9%	19
2025 Q1	$6.58M	Buy	85,886 +4,892	+6%	+$369K	2.08%	17
2024 Q4	$6.05M	Sell	80,994 -1,070	-1%	-$81.4K	1.96%	18
2024 Q3	$6.43M	Sell	82,064 -1,994	-2%	-$154K	2.1%	19
2024 Q2	$6.3M	Sell	84,058 -2,901	-3%	-$216K	2.19%	16
2024 Q1	$6.56M	Sell	86,959 -435	-0.5%	-$32.8K	2.35%	14
2023 Q4	$6.68M	Sell	87,394 -4,094	-4%	-$300K	2.55%	12
2023 Q3	$6.62M	Sell	91,488 -1,482	-2%	-$110K	2.78%	12
2023 Q2	$6.99M	Sell	92,970 -1,636	-2%	-$125K	2.85%	12
2023 Q1	$7.26M	Sell	94,606 -4,700	-5%	-$356K	3.08%	12
2022 Q4	$7.38M	Sell	99,306 -630	-0.6%	-$46.7K	3.31%	10
2022 Q3	$7.34M	Buy	99,936 +21,347	+27%	+$1.65M	3.46%	11
2022 Q2	$6.1M	Sell	78,589 -25,175	-24%	-$1.97M	2.75%	14
2022 Q1	$8.5M	Buy	103,764 +947	+0.9%	+$80K	3.44%	12
2021 Q4	$8.72M	Buy	102,817 +8,502	+9%	+$754K	3.51%	12
2021 Q3	$8.44M	Buy	94,315 +7,794	+9%	+$706K	3.56%	11
2021 Q2	$7.78M	Buy	86,521 +4,433	+5%	+$396K	3.32%	13
2021 Q1	$7.28M	Buy	82,088 +10,383	+14%	+$943K	3.34%	11
2020 Q4	$6.66M	Buy	71,705 +3,935	+6%	+$366K	3.02%	12
2020 Q3	$6.33M	Buy	67,770 +3,255	+5%	+$305K	3.15%	10
2020 Q2	$6.01M	Sell	64,515 -1,093	-2%	-$100K	3.21%	9
2020 Q1	$5.86M	Buy	65,608 +1,604	+3%	+$142K	3.56%	8
2019 Q4	$5.58M	Buy	64,004 +3,279	+5%	+$287K	3.01%	8
2019 Q3	$5.34M	Buy	60,725 +945	+2%	+$82.6K	3.19%	8
2019 Q2	$5.17M	Buy	59,780 +2,702	+5%	+$228K	3.21%	7
2019 Q1	$4.79M	Buy	57,078 +2,114	+4%	+$174K	3.27%	7
2018 Q4	$4.47M	Buy	+54,964	New	+$4.4M	3.56%	7

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

Bay Harbor Wealth Management's BIV Position: Q1 2026 in Review

Bay Harbor Wealth Management increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 5.5% in Q1 2026, buying an estimated $362K and bringing the position to 88,568 shares worth $6.84M. The position accounts for 1.77% of the portfolio, ranked #21.

Bay Harbor Wealth Management first reported a position in BIV in Q4 2018 and has held it in 30 quarters since. The position peaked at $8.72M in Q4 2021. 1,005 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

Bay Harbor Wealth Management held 88,568 shares of Vanguard Intermediate-Term Bond ETF worth $6.84M as of Q1 2026.
Bay Harbor Wealth Management bought 4,653 Vanguard Intermediate-Term Bond ETF shares in Q1 2026, an estimated $362K.
Vanguard Intermediate-Term Bond ETF made up 1.77% of Bay Harbor Wealth Management's portfolio in Q1 2026, its #21 holding.
Bay Harbor Wealth Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2018 and has held it in 30 quarters since.
Bay Harbor Wealth Management's Vanguard Intermediate-Term Bond ETF position peaked at $8.72M in Q4 2021.
1,005 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.