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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
Q2 		$316K Hold
4,115
– – 0.01% 238
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
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

Greenwich Wealth Management's BIV Position: Q2 2026 in Review

Greenwich Wealth Management held its Vanguard Intermediate-Term Bond ETF (BIV) position steady in Q2 2026 at 4,115 shares worth $316K. The position accounts for 0.01% of the portfolio, ranked #238.

Greenwich Wealth Management first reported a position in BIV in Q3 2021 and has held it in 17 quarters since. The position peaked at $479K in Q3 2024. 1,024 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • Greenwich Wealth Management held 4,115 shares of Vanguard Intermediate-Term Bond ETF worth $316K as of Q2 2026.
  • Greenwich Wealth Management left its Vanguard Intermediate-Term Bond ETF share count unchanged in Q2 2026.
  • Vanguard Intermediate-Term Bond ETF made up 0.01% of Greenwich Wealth Management's portfolio in Q2 2026, its #238 holding.
  • Greenwich Wealth Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q3 2021 and has held it in 17 quarters since.
  • Greenwich Wealth Management's Vanguard Intermediate-Term Bond ETF position peaked at $479K in Q3 2024.
  • 1,024 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Greenwich Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.