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

Greenwich 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 Q1	$318K	Hold	4,115	–	–	0.01%	236
2025 Q4	$320K	Hold	4,115	–	–	0.01%	228
2025 Q3	$321K	Hold	4,115	–	–	0.02%	228
2025 Q2	$318K	Buy	4,115 +250	+6%	+$19K	0.02%	210
2025 Q1	$296K	Sell	3,865 -2,500	-39%	-$189K	0.02%	200
2024 Q4	$476K	Buy	6,365 +250	+4%	+$19K	0.03%	172
2024 Q3	$479K	Buy	6,115 +600	+11%	+$46.3K	0.03%	174
2024 Q2	$413K	Buy	5,515 +575	+12%	+$42.7K	0.03%	179
2024 Q1	$372K	Buy	4,940 +1,775	+56%	+$134K	0.03%	183
2023 Q4	$242K	Buy	3,165 +105	+3%	+$7.69K	0.02%	198
2023 Q3	$221K	Buy	+3,060	New	+$226K	0.02%	200
2022 Q4	–	Sell	-3,250	Closed	-$239K	–	237
2022 Q3	$239K	Sell	3,250 -150	-4%	-$11.6K	0.03%	204
2022 Q2	$264K	Hold	3,400	–	–	0.04%	203
2022 Q1	$278K	Sell	3,400 -100	-3%	-$8.44K	0.03%	197
2021 Q4	$307K	Buy	3,500 +1,000	+40%	+$88.7K	0.03%	193
2021 Q3	$224K	Buy	+2,500	New	+$226K	0.02%	217

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

Greenwich Wealth Management's BIV Position: Q1 2026 in Review

Greenwich Wealth Management held its Vanguard Intermediate-Term Bond ETF (BIV) position steady in Q1 2026 at 4,115 shares worth $318K. The position accounts for 0.01% of the portfolio, ranked #236.

Greenwich Wealth Management first reported a position in BIV in Q3 2021 and has held it in 16 quarters since. The position peaked at $479K in Q3 2024. 1,005 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

Greenwich Wealth Management held 4,115 shares of Vanguard Intermediate-Term Bond ETF worth $318K as of Q1 2026.
Greenwich Wealth Management left its Vanguard Intermediate-Term Bond ETF share count unchanged in Q1 2026.
Vanguard Intermediate-Term Bond ETF made up 0.01% of Greenwich Wealth Management's portfolio in Q1 2026, its #236 holding.
Greenwich Wealth Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q3 2021 and has held it in 16 quarters since.
Greenwich Wealth Management's Vanguard Intermediate-Term Bond ETF position peaked at $479K in Q3 2024.
1,005 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

Based on Greenwich Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.