GWWM
BIV icon

Great Waters Wealth Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Great Waters Wealth 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
Q3 		$248K Hold
3,406
– – 0.02% 112
2026
Q2 		$261K Buy
+3,406
New +$261K 0.02% 111

Other funds holding BIV

Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
AIA
Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return
DWS
Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 12.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SCA
Scott Capital Advisors Portland, Oregon $696M AUM 7.87% 1-Year Est. Return
FMTCOCP
Farmers & Merchants Trust Co of Chambersburg PA Chambersburg, Pennsylvania $402M AUM 10.07% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BS
Brighton Securities Rochester, New York $239M AUM 9.14% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
BCA
Ballentine Capital Advisors Greenville, South Carolina $266M AUM 11.26% 1-Year Est. Return

Great Waters Wealth Management's BIV Position: Q3 2026 in Review

Great Waters Wealth Management held its Vanguard Intermediate-Term Bond ETF (BIV) position steady in Q3 2026 at 3,406 shares worth $248K. The position accounts for 0.02% of the portfolio, ranked #112.

Great Waters Wealth Management first reported a position in BIV in Q2 2026 and has held it in 2 quarters since. The position peaked at $261K in Q2 2026. 125 funds tracked by Wall St. Rank hold BIV as of Q3 2026.

  • Great Waters Wealth Management held 3,406 shares of Vanguard Intermediate-Term Bond ETF worth $248K as of Q3 2026.
  • Great Waters Wealth Management left its Vanguard Intermediate-Term Bond ETF share count unchanged in Q3 2026.
  • Vanguard Intermediate-Term Bond ETF made up 0.02% of Great Waters Wealth Management's portfolio in Q3 2026, its #112 holding.
  • Great Waters Wealth Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2026 and has held it in 2 quarters since.
  • Great Waters Wealth Management's Vanguard Intermediate-Term Bond ETF position peaked at $261K in Q2 2026.
  • 125 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2026.

Based on Great Waters Wealth Management's 13F filing for Q3 2026, filed 7 Oct 2026.