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Boston Family Office’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Boston Family Office’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 		$1.72M Sell
22,248
-3,697
-14% -$288K 0.11% 132
2025
Q4 		$2.02M Sell
25,945
-623
-2% -$48.7K 0.13% 121
2025
Q3 		$2.08M Sell
26,568
-2,095
-7% -$162K 0.13% 114
2025
Q2 		$2.22M Sell
28,663
-12,659
-31% -$964K 0.15% 111
2025
Q1 		$3.16M Sell
41,322
-4,546
-10% -$343K 0.22% 90
2024
Q4 		$3.43M Sell
45,868
-3,896
-8% -$296K 0.24% 86
2024
Q3 		$3.9M Sell
49,764
-1,312
-3% -$101K 0.26% 79
2024
Q2 		$3.83M Buy
51,076
+9,031
+21% +$671K 0.28% 77
2024
Q1 		$3.17M Buy
42,045
+10,132
+32% +$764K 0.23% 88
2023
Q4 		$2.44M Buy
31,913
+21,811
+216% +$1.6M 0.18% 96
2023
Q3 		$730K Buy
10,102
+1,148
+13% +$84.9K 0.06% 162
2023
Q2 		$674K Sell
8,954
-636
-7% -$48.4K 0.05% 171
2023
Q1 		$736K Sell
9,590
-1,388
-13% -$105K 0.06% 167
2022
Q4 		$816K Sell
10,978
-5,414
-33% -$401K 0.07% 163
2022
Q3 		$1.2M Sell
16,392
-301
-2% -$23.3K 0.11% 134
2022
Q2 		$1.3M Buy
16,693
+7,396
+80% +$580K 0.11% 126
2022
Q1 		$761K Buy
9,297
+1,427
+18% +$120K 0.05% 172
2021
Q4 		$690K Buy
7,870
+481
+7% +$42.7K 0.04% 186
2021
Q3 		$661K Buy
7,389
+256
+4% +$23.2K 0.05% 185
2021
Q2 		$642K Buy
7,133
+316
+5% +$28.2K 0.05% 189
2021
Q1 		$599K Buy
6,817
+1,206
+21% +$110K 0.05% 192
2020
Q4 		$521K Buy
+5,611
New +$523K 0.04% 195

Other funds holding BIV

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Baird Financial Group
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Boston Family Office's BIV Position: Q1 2026 in Review

Boston Family Office reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 14% in Q1 2026, selling an estimated $288K and leaving 22,248 shares worth $1.72M. The position accounts for 0.11% of the portfolio, ranked #132.

Boston Family Office first reported a position in BIV in Q4 2020 and has held it in 22 quarters since. The position peaked at $3.9M in Q3 2024. 1,005 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

  • Boston Family Office held 22,248 shares of Vanguard Intermediate-Term Bond ETF worth $1.72M as of Q1 2026.
  • Boston Family Office sold 3,697 Vanguard Intermediate-Term Bond ETF shares in Q1 2026, an estimated $288K.
  • Vanguard Intermediate-Term Bond ETF made up 0.11% of Boston Family Office's portfolio in Q1 2026, its #132 holding.
  • Boston Family Office first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2020 and has held it in 22 quarters since.
  • Boston Family Office's Vanguard Intermediate-Term Bond ETF position peaked at $3.9M in Q3 2024.
  • 1,005 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

Based on Boston Family Office's 13F filing for Q1 2026, filed 13 May 2026.