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WELLINGTON-ALTUS USA INC.’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

WELLINGTON-ALTUS USA INC.’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 		$80K Hold
1,037
– – 0.06% 241
2026
Q1 		$79.5K Buy
1,037
+465
+81% +$36.2K 0.05% 274
2025
Q4 		$44.5K Buy
+572
New +$44.7K 0.03% 318

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

WELLINGTON-ALTUS USA INC.'s BIV Position: Q2 2026 in Review

WELLINGTON-ALTUS USA INC. held its Vanguard Intermediate-Term Bond ETF (BIV) position steady in Q2 2026 at 1,037 shares worth $80K. The position accounts for 0.06% of the portfolio, ranked #241.

WELLINGTON-ALTUS USA INC. first reported a position in BIV in Q4 2025 and has held it in 3 quarters since. 1,024 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • WELLINGTON-ALTUS USA INC. held 1,037 shares of Vanguard Intermediate-Term Bond ETF worth $80K as of Q2 2026.
  • WELLINGTON-ALTUS USA INC. left its Vanguard Intermediate-Term Bond ETF share count unchanged in Q2 2026.
  • Vanguard Intermediate-Term Bond ETF made up 0.06% of WELLINGTON-ALTUS USA INC.'s portfolio in Q2 2026, its #241 holding.
  • WELLINGTON-ALTUS USA INC. first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,024 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on WELLINGTON-ALTUS USA INC.'s 13F filing for Q2 2026, filed 17 Sep 2026.