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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
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Baird Financial Group
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cherry Tree Wealth Management's BIV Position: Q1 2026 in Review

Cherry Tree Wealth Management increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 2,880% in Q1 2026, buying an estimated $67.3K and bringing the position to 894 shares worth $69K. The position accounts for 0.01% of the portfolio, ranked #242.

Cherry Tree Wealth Management first reported a position in BIV in Q1 2025 and has held it in 5 quarters since. 1,013 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

  • Cherry Tree Wealth Management held 894 shares of Vanguard Intermediate-Term Bond ETF worth $69K as of Q1 2026.
  • Cherry Tree Wealth Management bought 864 Vanguard Intermediate-Term Bond ETF shares in Q1 2026, an estimated $67.3K.
  • Vanguard Intermediate-Term Bond ETF made up 0.01% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #242 holding.
  • Cherry Tree Wealth Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2025 and has held it in 5 quarters since.
  • 1,013 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.