Bourgeon Capital Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Bourgeon Capital 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	$2.75M	Buy	35,669 +1,239	+4%	+$96.5K	0.48%	47
2025 Q4	$2.68M	Buy	34,430 +6,203	+22%	+$485K	0.43%	48
2025 Q3	$2.2M	Buy	28,227 +2,135	+8%	+$165K	0.4%	47
2025 Q2	$2.02M	Buy	26,092 +801	+3%	+$61K	0.4%	49
2025 Q1	$1.94M	Buy	25,291 +1,650	+7%	+$124K	0.42%	53
2024 Q4	$1.77M	Buy	23,641 +3,155	+15%	+$240K	0.33%	52
2024 Q3	$1.61M	Buy	20,486 +1,390	+7%	+$107K	0.31%	56
2024 Q2	$1.43M	Buy	19,096 +1,570	+9%	+$117K	0.28%	62
2024 Q1	$1.32M	Buy	17,526 +1,108	+7%	+$83.5K	0.26%	61
2023 Q4	$1.25M	Buy	16,418 +13,530	+468%	+$991K	0.28%	58
2023 Q3	$209K	Hold	2,888	–	–	0.05%	93
2023 Q2	$217K	Hold	2,888	–	–	0.05%	97
2023 Q1	$222K	Buy	2,888 +530	+22%	+$40.1K	0.05%	91
2022 Q4	$175K	Buy	2,358 +2,192	+1,320%	+$162K	0.04%	103
2022 Q3	$12K	Hold	166	–	–	﹤0.01%	208
2022 Q2	$13K	Buy	166 +18	+12%	+$1.41K	﹤0.01%	208
2022 Q1	$12K	Hold	148	–	–	﹤0.01%	222
2021 Q4	$13K	Sell	148 -58	-28%	-$5.15K	﹤0.01%	206
2021 Q3	$18K	Buy	206 +9	+5%	+$815	﹤0.01%	207
2021 Q2	$18K	Buy	197 +8	+4%	+$715	﹤0.01%	205
2021 Q1	$17K	Buy	189 +49	+35%	+$4.45K	﹤0.01%	203
2020 Q4	$13K	Buy	+140	New	+$13K	﹤0.01%	207

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

Bourgeon Capital Management's BIV Position: Q1 2026 in Review

Bourgeon Capital Management increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 3.6% in Q1 2026, buying an estimated $96.5K and bringing the position to 35,669 shares worth $2.75M. The position accounts for 0.48% of the portfolio, ranked #47.

Bourgeon Capital Management first reported a position in BIV in Q4 2020 and has held it in 22 quarters since. 1,005 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

Bourgeon Capital Management held 35,669 shares of Vanguard Intermediate-Term Bond ETF worth $2.75M as of Q1 2026.
Bourgeon Capital Management bought 1,239 Vanguard Intermediate-Term Bond ETF shares in Q1 2026, an estimated $96.5K.
Vanguard Intermediate-Term Bond ETF made up 0.48% of Bourgeon Capital Management's portfolio in Q1 2026, its #47 holding.
Bourgeon Capital Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2020 and has held it in 22 quarters since.
1,005 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

Based on Bourgeon Capital Management's 13F filing for Q1 2026, filed 13 Apr 2026.