Duncan Williams Asset Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Duncan Williams Asset 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	–	Sell	-3,428	Closed	-$266K	–	155
2025 Q4	$266K	Sell	3,428 -266	-7%	-$20.8K	0.07%	146
2025 Q3	$288K	Hold	3,694	–	–	0.08%	135
2025 Q2	$286K	Hold	3,694	–	–	0.09%	122
2025 Q1	$283K	Hold	3,694	–	–	0.1%	115
2024 Q4	$276K	Sell	3,694 -3,731	-50%	-$284K	0.11%	116
2024 Q3	$582K	Buy	+7,425	New	+$572K	0.32%	61

Other funds holding BIV

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

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

Duncan Williams Asset Management's BIV Position: Q1 2026 in Review

Duncan Williams Asset Management sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q1 2026, closing a stake of 3,428 shares — an estimated $266K sold.

Duncan Williams Asset Management first reported a position in BIV in Q3 2024 and held it in 6 quarters. The position peaked at $582K in Q3 2024. 1,013 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

Duncan Williams Asset Management reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q1 2026 after selling out during the quarter.
Duncan Williams Asset Management sold 3,428 Vanguard Intermediate-Term Bond ETF shares in Q1 2026, an estimated $266K.
Duncan Williams Asset Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q3 2024 and held it in 6 quarters.
Duncan Williams Asset Management's Vanguard Intermediate-Term Bond ETF position peaked at $582K in Q3 2024.
1,013 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

Based on Duncan Williams Asset Management's 13F filing for Q1 2026, filed 5 May 2026.