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GWN Securities’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

GWN Securities’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 		$888K Buy
11,508
+1,487
+15% +$116K 0.17% 148
2025
Q4 		$780K Buy
10,021
+894
+10% +$69.9K 0.16% 157
2025
Q3 		$715K Sell
9,127
-6,449
-41% -$499K 0.17% 153
2025
Q2 		$1.21M Buy
15,576
+3,672
+31% +$280K 0.22% 97
2025
Q1 		$910K Buy
11,904
+7,384
+163% +$557K 0.05% 319
2024
Q4 		$338K Buy
+4,520
New +$344K 0.09% 219

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

GWN Securities's BIV Position: Q1 2026 in Review

GWN Securities increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 15% in Q1 2026, buying an estimated $116K and bringing the position to 11,508 shares worth $888K. The position accounts for 0.17% of the portfolio, ranked #148.

GWN Securities first reported a position in BIV in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.21M in Q2 2025. 1,005 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

  • GWN Securities held 11,508 shares of Vanguard Intermediate-Term Bond ETF worth $888K as of Q1 2026.
  • GWN Securities bought 1,487 Vanguard Intermediate-Term Bond ETF shares in Q1 2026, an estimated $116K.
  • Vanguard Intermediate-Term Bond ETF made up 0.17% of GWN Securities's portfolio in Q1 2026, its #148 holding.
  • GWN Securities first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • GWN Securities's Vanguard Intermediate-Term Bond ETF position peaked at $1.21M in Q2 2025.
  • 1,005 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

Based on GWN Securities's 13F filing for Q1 2026, filed 15 May 2026.