Greystone Financial Group’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Greystone Financial Group’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	$17.6M	Sell	228,154 -150,867	-40%	-$11.7M	4.98%	3
2025 Q4	$29.5M	Buy	379,021 +5,279	+1%	+$413K	4.61%	2
2025 Q3	$29.2M	Sell	373,742 -71,959	-16%	-$5.57M	4.52%	4
2025 Q2	$34.5M	Buy	445,701 +138,719	+45%	+$10.6M	5.68%	3
2025 Q1	$23.5M	Buy	306,982 +22,270	+8%	+$1.68M	4.27%	2
2024 Q4	$21.3M	Buy	284,712 +5,212	+2%	+$396K	3.7%	4
2024 Q3	$21.9M	Buy	279,500 +4,812	+2%	+$371K	3.91%	4
2024 Q2	$20.6M	Buy	274,688 +7,434	+3%	+$552K	4.02%	3
2024 Q1	$20.2M	Buy	+267,254	New	+$20.1M	4.02%	4
2023 Q4	–	Sell	-3,458	Closed	-$250K	–	108
2023 Q3	$250K	Sell	3,458 -234,442	-99%	-$17.3M	0.06%	100
2023 Q2	$17.9M	Sell	237,900 -102,327	-30%	-$7.79M	4.15%	4
2023 Q1	$26.1M	Buy	+340,227	New	+$25.8M	6.58%	1

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

Greystone Financial Group's BIV Position: Q1 2026 in Review

Greystone Financial Group reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 40% in Q1 2026, selling an estimated $11.7M and leaving 228,154 shares worth $17.6M. The position accounts for 4.98% of the portfolio, ranked #3.

Greystone Financial Group first reported a position in BIV in Q1 2023 and has held it in 12 quarters since. The position peaked at $34.5M in Q2 2025. 1,005 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

Greystone Financial Group held 228,154 shares of Vanguard Intermediate-Term Bond ETF worth $17.6M as of Q1 2026.
Greystone Financial Group sold 150,867 Vanguard Intermediate-Term Bond ETF shares in Q1 2026, an estimated $11.7M.
Vanguard Intermediate-Term Bond ETF made up 4.98% of Greystone Financial Group's portfolio in Q1 2026, its #3 holding.
Greystone Financial Group first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2023 and has held it in 12 quarters since.
Greystone Financial Group's Vanguard Intermediate-Term Bond ETF position peaked at $34.5M in Q2 2025.
1,005 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

Based on Greystone Financial Group's 13F filing for Q1 2026, filed 24 Apr 2026.