GeoWealth Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

GeoWealth 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	$313K	Buy	4,051 +2,317	+134%	+$180K	0.01%	594
2025 Q4	$135K	Sell	1,734 -1,339	-44%	-$105K	0.01%	704
2025 Q3	$240K	Buy	3,073 +2,701	+726%	+$209K	0.01%	646
2025 Q2	$28.8K	Buy	+372	New	+$28.3K	﹤0.01%	1022
2025 Q1	–	Sell	-11	Closed	-$822	–	1140
2024 Q4	$822	Sell	11 -622	-98%	-$47.3K	﹤0.01%	1709
2024 Q3	$49.6K	Buy	633 +622	+5,655%	+$48K	﹤0.01%	1073
2024 Q2	$824	Sell	11 -21	-66%	-$1.56K	﹤0.01%	857
2024 Q1	$2.41K	Sell	32 -28	-47%	-$2.11K	﹤0.01%	845
2023 Q4	$5K	Buy	60 +39	+186%	+$2.86K	﹤0.01%	661
2023 Q3	$2K	Sell	21 -30	-59%	-$2.22K	﹤0.01%	469
2023 Q2	$4K	Buy	+51	New	+$3.88K	﹤0.01%	413
2023 Q1	–	Sell	-66	Closed	-$5K	–	389
2022 Q4	$5K	Buy	+66	New	+$4.89K	﹤0.01%	344
2022 Q2	–	Sell	-675	Closed	-$56K	–	336
2022 Q1	$56K	Buy	+675	New	+$57K	﹤0.01%	336
2021 Q4	–	Sell	-1,812	Closed	-$163K	–	380
2021 Q3	$163K	Buy	+1,812	New	+$164K	0.01%	298
2019 Q4	–	Sell	-63,763	Closed	-$5.61M	–	110
2019 Q3	$5.61M	Buy	+63,763	New	+$5.57M	1.26%	18

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

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 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

GeoWealth Management's BIV Position: Q1 2026 in Review

GeoWealth Management increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 134% in Q1 2026, buying an estimated $180K and bringing the position to 4,051 shares worth $313K. The position accounts for 0.01% of the portfolio, ranked #594.

GeoWealth Management first reported a position in BIV in Q3 2019 and has held it in 15 quarters since. The position peaked at $5.61M in Q3 2019. 1,005 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

GeoWealth Management held 4,051 shares of Vanguard Intermediate-Term Bond ETF worth $313K as of Q1 2026.
GeoWealth Management bought 2,317 Vanguard Intermediate-Term Bond ETF shares in Q1 2026, an estimated $180K.
Vanguard Intermediate-Term Bond ETF made up 0.01% of GeoWealth Management's portfolio in Q1 2026, its #594 holding.
GeoWealth Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q3 2019 and has held it in 15 quarters since.
GeoWealth Management's Vanguard Intermediate-Term Bond ETF position peaked at $5.61M in Q3 2019.
1,005 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

Based on GeoWealth Management's 13F filing for Q1 2026, filed 13 May 2026.