Cherry Tree Wealth Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Cherry Tree 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 Q2	$68.6K	Hold	894	–	–	0.01%	257
2026 Q1	$69K	Buy	894 +864	+2,880%	+$67.3K	0.01%	242
2025 Q4	$2.34K	Hold	30	–	–	﹤0.01%	522
2025 Q3	$2.34K	Hold	30	–	–	﹤0.01%	513
2025 Q2	$2.32K	Hold	30	–	–	﹤0.01%	526
2025 Q1	$2.3K	Buy	+30	New	+$2.26K	﹤0.01%	620

Other funds holding BIV

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

TLFA

True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cherry Tree Wealth Management's BIV Position: Q2 2026 in Review

Cherry Tree Wealth Management held its Vanguard Intermediate-Term Bond ETF (BIV) position steady in Q2 2026 at 894 shares worth $68.6K. The position accounts for 0.01% of the portfolio, ranked #257.

Cherry Tree Wealth Management first reported a position in BIV in Q1 2025 and has held it in 6 quarters since. The position peaked at $69K in Q1 2026. 1,024 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

Cherry Tree Wealth Management held 894 shares of Vanguard Intermediate-Term Bond ETF worth $68.6K as of Q2 2026.
Cherry Tree Wealth Management left its Vanguard Intermediate-Term Bond ETF share count unchanged in Q2 2026.
Vanguard Intermediate-Term Bond ETF made up 0.01% of Cherry Tree Wealth Management's portfolio in Q2 2026, its #257 holding.
Cherry Tree Wealth Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2025 and has held it in 6 quarters since.
Cherry Tree Wealth Management's Vanguard Intermediate-Term Bond ETF position peaked at $69K in Q1 2026.
1,024 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q2 2026, filed 15 Sep 2026.