CIBC Private Wealth Group’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

CIBC Private Wealth Group’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
2025 Q4	$133K	Buy	1,709 +178	+12%	+$13.9K	﹤0.01%	1378
2025 Q3	$120K	Buy	1,531 +3	+0.2%	+$232	﹤0.01%	1418
2025 Q2	$118K	Sell	1,528 -1,599	-51%	-$122K	﹤0.01%	1321
2025 Q1	$237K	Buy	3,127 +137	+5%	+$10.3K	﹤0.01%	1021
2024 Q4	$223K	Buy	2,990 +798	+36%	+$60.7K	﹤0.01%	1122
2024 Q3	$172K	Sell	2,192 -536	-20%	-$41.3K	﹤0.01%	1263
2024 Q2	$205K	Buy	2,728 +1,218	+81%	+$90.5K	﹤0.01%	1088
2024 Q1	$113K	Buy	+1,510	New	+$114K	﹤0.01%	1348
2016 Q4	–	Sell	-11,045	Closed	-$968K	–	577
2016 Q3	$968K	Sell	11,045 -17,130	-61%	-$1.5M	0.01%	458
2016 Q2	$2.48M	Hold	28,175	–	–	0.02%	335
2016 Q1	$2.43M	Buy	28,175 +3,800	+16%	+$322K	0.02%	330
2015 Q4	$2.02M	Buy	+24,375	New	+$2.05M	0.02%	354

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

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

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

CIBC Private Wealth Group's BIV Position: Q4 2025 in Review

CIBC Private Wealth Group increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 12% in Q4 2025, buying an estimated $13.9K and bringing the position to 1,709 shares worth $133K. The position accounts for ﹤0.01% of the portfolio, ranked #1378.

CIBC Private Wealth Group first reported a position in BIV in Q4 2015 and has held it in 12 quarters since. The position peaked at $2.48M in Q2 2016. 976 funds tracked by Wall St. Rank hold BIV as of Q4 2025.

CIBC Private Wealth Group held 1,709 shares of Vanguard Intermediate-Term Bond ETF worth $133K as of Q4 2025.
CIBC Private Wealth Group bought 178 Vanguard Intermediate-Term Bond ETF shares in Q4 2025, an estimated $13.9K.
Vanguard Intermediate-Term Bond ETF made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #1378 holding.
CIBC Private Wealth Group first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2015 and has held it in 12 quarters since.
CIBC Private Wealth Group's Vanguard Intermediate-Term Bond ETF position peaked at $2.48M in Q2 2016.
976 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.