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Godshalk Welsh Capital Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Godshalk Welsh Capital 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 		$277K Buy
3,587
+104
+3% +$8.1K 0.16% 114
2025
Q4 		$271K Buy
3,483
+108
+3% +$8.45K 0.15% 113
2025
Q3 		$264K Sell
3,375
-294
-8% -$22.8K 0.15% 112
2025
Q2 		$284K Sell
3,669
-779
-18% -$59.3K 0.17% 111
2025
Q1 		$341K Buy
4,448
+54
+1% +$4.07K 0.22% 98
2024
Q4 		$328K Buy
4,394
+207
+5% +$15.7K 0.21% 98
2024
Q3 		$328K Buy
4,187
+209
+5% +$16.1K 0.21% 100
2024
Q2 		$298K Buy
3,978
+8
+0.2% +$594 0.2% 102
2024
Q1 		$299K Buy
3,970
+106
+3% +$7.99K 0.2% 101
2023
Q4 		$295K Sell
3,864
-740
-16% -$54.2K 0.21% 103
2023
Q3 		$333K Sell
4,604
-6,678
-59% -$494K 0.25% 88
2023
Q2 		$849K Sell
11,282
-2,592
-19% -$197K 0.58% 61
2023
Q1 		$1.06M Sell
13,874
-668
-5% -$50.6K 0.75% 49
2022
Q4 		$1.08M Sell
14,542
-4,636
-24% -$344K 0.79% 47
2022
Q3 		$1.41M Sell
19,178
-10,803
-36% -$836K 1.04% 34
2022
Q2 		$2.33M Sell
29,981
-7,105
-19% -$557K 1.67% 12
2022
Q1 		$3.04M Sell
37,086
-14,725
-28% -$1.24M 1.87% 8
2021
Q4 		$4.54M Buy
51,811
+1,478
+3% +$131K 2.58% 6
2021
Q3 		$4.5M Buy
50,333
+7,479
+17% +$677K 2.81% 5
2021
Q2 		$3.9M Sell
42,854
-290,421
-87% -$25.9M 2.41% 6
2021
Q1 		$2.95M Buy
333,275
+303,015
+1,001% +$27.5M 2.06% 7
2020
Q4 		$2.81M Buy
30,260
+12,200
+68% +$1.14M 2.07% 8
2020
Q3 		$1.69M Buy
18,060
+2,850
+19% +$267K 1.42% 23
2020
Q2 		$1.42M Buy
15,210
+200
+1% +$18.3K 1.33% 23
2020
Q1 		$1.34M Buy
15,010
+700
+5% +$62.1K 1.46% 20
2019
Q4 		$1.25M Buy
14,310
+800
+6% +$70.1K 1.03% 35
2019
Q3 		$1.19M Buy
13,510
+1,325
+11% +$116K 1.05% 35
2019
Q2 		$1.05M Hold
12,185
– – 0.97% 40
2019
Q1 		$1.02M Buy
12,185
+500
+4% +$41.2K 0.98% 37
2018
Q4 		$950K Sell
11,685
-150
-1% -$12K 1.06% 33
2018
Q3 		$952K Buy
11,835
+900
+8% +$72.8K 0.93% 38
2018
Q2 		$885K Buy
10,935
+600
+6% +$48.5K 0.93% 40
2018
Q1 		$845K Sell
10,335
-150
-1% -$12.3K 0.91% 43
2017
Q4 		$879K Buy
10,485
+776
+8% +$65.4K 0.89% 42
2017
Q3 		$822K Sell
9,709
-117
-1% -$9.94K 0.83% 44
2017
Q2 		$831K Buy
9,826
+1,751
+22% +$148K 0.82% 46
2017
Q1 		$675K Buy
8,075
+50
+0.6% +$4.16K 0.66% 59
2016
Q4 		$667K Buy
8,025
+1,000
+14% +$84.9K 0.68% 59
2016
Q3 		$616K Buy
7,025
+325
+5% +$28.5K 0.64% 61
2016
Q2 		$590K Buy
6,700
+350
+6% +$30.3K 0.62% 62
2016
Q1 		$548K Buy
6,350
+350
+6% +$29.7K 0.57% 68
2015
Q4 		$498K Buy
6,000
+550
+10% +$46.3K 0.52% 79
2015
Q3 		$462K Buy
5,450
+1,700
+45% +$143K 0.51% 82
2015
Q2 		$315K Buy
+3,750
New +$319K 0.32% 109
2015
Q1 		– Sell
-700
Closed -$59K – 147
2014
Q4 		$59K Buy
+700
New +$59.5K 0.05% 198

Other funds holding BIV

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Baird Financial Group
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Godshalk Welsh Capital Management's BIV Position: Q1 2026 in Review

Godshalk Welsh Capital Management increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 3% in Q1 2026, buying an estimated $8.1K and bringing the position to 3,587 shares worth $277K. The position accounts for 0.16% of the portfolio, ranked #114.

Godshalk Welsh Capital Management first reported a position in BIV in Q4 2014 and has held it in 45 quarters since. The position peaked at $4.54M in Q4 2021. 1,005 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

  • Godshalk Welsh Capital Management held 3,587 shares of Vanguard Intermediate-Term Bond ETF worth $277K as of Q1 2026.
  • Godshalk Welsh Capital Management bought 104 Vanguard Intermediate-Term Bond ETF shares in Q1 2026, an estimated $8.1K.
  • Vanguard Intermediate-Term Bond ETF made up 0.16% of Godshalk Welsh Capital Management's portfolio in Q1 2026, its #114 holding.
  • Godshalk Welsh Capital Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2014 and has held it in 45 quarters since.
  • Godshalk Welsh Capital Management's Vanguard Intermediate-Term Bond ETF position peaked at $4.54M in Q4 2021.
  • 1,005 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

Based on Godshalk Welsh Capital Management's 13F filing for Q1 2026, filed 13 May 2026.