C.M. Bidwell & Associates’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

C.M. Bidwell & Associates’s Portfolio VGIT Stock Details VGIT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$280K	Hold	4,700	–	–	0.13%	99
2025 Q4	$282K	Hold	4,700	–	–	0.13%	103
2025 Q3	$282K	Buy	4,700 +380	+9%	+$22.7K	0.14%	99
2025 Q2	$258K	Buy	+4,320	New	+$256K	0.13%	108
2022 Q3	–	Sell	-270	Closed	-$17K	–	549
2022 Q2	$17K	Sell	270 -80	-23%	-$4.9K	0.01%	331
2022 Q1	$22K	Hold	350	–	–	0.01%	329
2021 Q4	$23K	Hold	350	–	–	0.01%	343
2021 Q3	$24K	Hold	350	–	–	0.02%	346
2021 Q2	$24K	Buy	350 +215	+159%	+$14.6K	0.02%	340
2021 Q1	$9K	Hold	135	–	–	0.01%	399
2020 Q4	$9K	Hold	135	–	–	0.01%	390
2020 Q3	$10K	Hold	135	–	–	0.01%	344
2020 Q2	$10K	Hold	135	–	–	0.01%	331
2020 Q1	$10K	Buy	+135	New	+$9.15K	0.01%	262

Other funds holding VGIT

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

ERSOT

Employees Retirement System of Texas Austin, Texas $11.4B AUM 21.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return

C.M. Bidwell & Associates's VGIT Position: Q1 2026 in Review

C.M. Bidwell & Associates held its Vanguard Intermediate-Term Treasury ETF (VGIT) position steady in Q1 2026 at 4,700 shares worth $280K. The position accounts for 0.13% of the portfolio, ranked #99.

C.M. Bidwell & Associates first reported a position in VGIT in Q1 2020 and has held it in 14 quarters since. The position peaked at $282K in Q3 2025. 954 funds tracked by Wall St. Rank hold VGIT as of Q1 2026.

C.M. Bidwell & Associates held 4,700 shares of Vanguard Intermediate-Term Treasury ETF worth $280K as of Q1 2026.
C.M. Bidwell & Associates left its Vanguard Intermediate-Term Treasury ETF share count unchanged in Q1 2026.
Vanguard Intermediate-Term Treasury ETF made up 0.13% of C.M. Bidwell & Associates's portfolio in Q1 2026, its #99 holding.
C.M. Bidwell & Associates first reported a position in Vanguard Intermediate-Term Treasury ETF in Q1 2020 and has held it in 14 quarters since.
C.M. Bidwell & Associates's Vanguard Intermediate-Term Treasury ETF position peaked at $282K in Q3 2025.
954 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q1 2026.

Based on C.M. Bidwell & Associates's 13F filing for Q1 2026, filed 15 May 2026.