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Harbour Investments’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Harbour Investments’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 		$3.85M Buy
49,907
+8,246
+20% +$642K 0.06% 300
2025
Q4 		$3.24M Buy
41,661
+9,148
+28% +$715K 0.07% 269
2025
Q3 		$2.54M Buy
32,513
+4,393
+16% +$340K 0.06% 286
2025
Q2 		$2.17M Buy
28,120
+1,300
+5% +$99K 0.06% 309
2025
Q1 		$2.05M Buy
26,820
+1,198
+5% +$90.4K 0.06% 286
2024
Q4 		$1.91M Buy
25,622
+2,606
+11% +$198K 0.06% 300
2024
Q3 		$1.8M Buy
23,016
+1,331
+6% +$103K 0.05% 294
2024
Q2 		$1.62M Sell
21,685
-1,286
-6% -$95.6K 0.05% 297
2024
Q1 		$1.73M Sell
22,971
-312
-1% -$23.5K 0.06% 284
2023
Q4 		$1.78M Buy
23,283
+285
+1% +$20.9K 0.07% 248
2023
Q3 		$1.66M Buy
22,998
+1,117
+5% +$82.6K 0.08% 235
2023
Q2 		$1.65M Buy
21,881
+15,528
+244% +$1.18M 0.08% 239
2023
Q1 		$488K Sell
6,353
-948
-13% -$71.8K 0.03% 474
2022
Q4 		$543K Sell
7,301
-1,534
-17% -$114K 0.03% 433
2022
Q3 		$686K Hold
8,835
– – 0.05% 358
2022
Q2 		$686K Buy
+8,835
New +$693K 0.05% 358
2021
Q4 		$1.21M Sell
13,845
-17,651
-56% -$1.57M 0.07% 261
2021
Q3 		$2.82M Sell
31,496
-2,246
-7% -$203K 0.09% 203
2021
Q2 		$3.04M Sell
33,742
-259,738
-89% -$23.2M 0.1% 200
2021
Q1 		$26M Buy
+293,480
New +$26.7M 0.94% 19

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

Harbour Investments's BIV Position: Q1 2026 in Review

Harbour Investments increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 20% in Q1 2026, buying an estimated $642K and bringing the position to 49,907 shares worth $3.85M. The position accounts for 0.06% of the portfolio, ranked #300.

Harbour Investments first reported a position in BIV in Q1 2021 and has held it in 20 quarters since. The position peaked at $26M in Q1 2021. 1,005 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

  • Harbour Investments held 49,907 shares of Vanguard Intermediate-Term Bond ETF worth $3.85M as of Q1 2026.
  • Harbour Investments bought 8,246 Vanguard Intermediate-Term Bond ETF shares in Q1 2026, an estimated $642K.
  • Vanguard Intermediate-Term Bond ETF made up 0.06% of Harbour Investments's portfolio in Q1 2026, its #300 holding.
  • Harbour Investments first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2021 and has held it in 20 quarters since.
  • Harbour Investments's Vanguard Intermediate-Term Bond ETF position peaked at $26M in Q1 2021.
  • 1,005 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.