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

Hurlow Wealth Management 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 		$10M Buy
129,737
+17,903
+16% +$1.39M 2.38% 14
2025
Q4 		$8.71M Buy
111,834
+18,710
+20% +$1.46M 2.13% 15
2025
Q3 		$7.27M Buy
93,124
+17,357
+23% +$1.34M 1.88% 16
2025
Q2 		$5.86M Buy
75,767
+14,457
+24% +$1.1M 1.66% 18
2025
Q1 		$4.69M Buy
61,310
+4,268
+7% +$322K 1.47% 20
2024
Q4 		$4.26M Buy
57,042
+2,270
+4% +$173K 1.33% 21
2024
Q3 		$4.29M Buy
54,772
+3,290
+6% +$254K 1.34% 21
2024
Q2 		$3.86M Buy
51,482
+6,495
+14% +$483K 1.32% 21
2024
Q1 		$3.39M Buy
44,987
+2,448
+6% +$185K 1.2% 19
2023
Q4 		$3.25M Buy
42,539
+2,550
+6% +$187K 1.23% 20
2023
Q3 		$2.89M Buy
39,989
+3,345
+9% +$247K 1.26% 20
2023
Q2 		$2.76M Sell
36,644
-207
-0.6% -$15.8K 1.18% 19
2023
Q1 		$2.83M Buy
36,851
+2,977
+9% +$225K 1.31% 19
2022
Q4 		$2.52M Buy
33,874
+851
+3% +$63.1K 1.31% 18
2022
Q3 		$2.43M Buy
33,023
+2,567
+8% +$199K 1.42% 17
2022
Q2 		$2.37M Buy
30,456
+941
+3% +$73.8K 1.36% 17
2022
Q1 		$2.42M Buy
29,515
+7,013
+31% +$592K 1.48% 16
2021
Q4 		$2.07M Sell
22,502
-3,853
-15% -$342K 1.63% 15
2021
Q3 		$2.36M Sell
26,355
-20
-0.1% -$1.81K 1.4% 16
2021
Q2 		$2.37M Buy
26,375
+2,036
+8% +$182K 1.56% 15
2021
Q1 		$2.16M Buy
24,339
+3,765
+18% +$342K 1.56% 15
2020
Q4 		$1.91M Buy
20,574
+2,280
+12% +$212K 1.5% 15
2020
Q3 		$1.71M Buy
18,294
+1,613
+10% +$151K 1.57% 15
2020
Q2 		$1.56M Buy
+16,681
New +$1.53M 1.5% 16

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

Hurlow Wealth Management Group's BIV Position: Q1 2026 in Review

Hurlow Wealth Management Group increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 16% in Q1 2026, buying an estimated $1.39M and bringing the position to 129,737 shares worth $10M. The position accounts for 2.38% of the portfolio, ranked #14.

Hurlow Wealth Management Group first reported a position in BIV in Q2 2020 and has held it in 24 quarters since. 1,005 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

  • Hurlow Wealth Management Group held 129,737 shares of Vanguard Intermediate-Term Bond ETF worth $10M as of Q1 2026.
  • Hurlow Wealth Management Group bought 17,903 Vanguard Intermediate-Term Bond ETF shares in Q1 2026, an estimated $1.39M.
  • Vanguard Intermediate-Term Bond ETF made up 2.38% of Hurlow Wealth Management Group's portfolio in Q1 2026, its #14 holding.
  • Hurlow Wealth Management Group first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2020 and has held it in 24 quarters since.
  • 1,005 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

Based on Hurlow Wealth Management Group's 13F filing for Q1 2026, filed 22 Apr 2026.