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Keudell/Morrison Wealth Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Keudell/Morrison 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 		$659K Buy
8,593
+568
+7% +$43.6K 0.12% 114
2026
Q1 		$619K Sell
8,025
-1,458
-15% -$114K 0.13% 111
2025
Q4 		$739K Buy
+9,483
New +$742K 0.16% 95
2025
Q2 		$455K Sell
5,888
-3,698
-39% -$282K 0.1% 127
2025
Q1 		$734K Sell
9,586
-173,546
-95% -$13.1M 0.17% 82
2024
Q4 		$13.7M Sell
183,132
-45,473
-20% -$3.46M 3.57% 8
2024
Q3 		$17.9M Sell
228,605
-33,813
-13% -$2.61M 4.86% 4
2024
Q2 		$19.7M Sell
262,418
-102,907
-28% -$7.65M 5.75% 1
2024
Q1 		$27.5M Sell
365,325
-84,063
-19% -$6.34M 8.34% 1
2023
Q4 		$34.3M Sell
449,388
-18,890
-4% -$1.38M 11.33% 1
2023
Q3 		$33.9M Sell
468,278
-1,723
-0.4% -$127K 10.32% 2
2023
Q2 		$35.4M Buy
470,001
+17,849
+4% +$1.36M 10.19% 2
2023
Q1 		$34.7M Buy
+452,152
New +$34.2M 10.22% 2
2022
Q4 		– Sell
-344,882
Closed -$25.3M – 188
2022
Q3 		$25.3M Buy
344,882
+14,574
+4% +$1.13M 9.48% 3
2022
Q2 		$25.6M Buy
330,308
+114,800
+53% +$9M 9.32% 2
2022
Q1 		$17.6M Buy
+215,508
New +$18.2M 7.38% 2
2021
Q2 		– Sell
-2,744
Closed -$243K – 169
2021
Q1 		$243K Sell
2,744
-845
-24% -$76.7K 0.14% 148
2020
Q4 		$333K Sell
3,589
-209,706
-98% -$19.5M 0.21% 116
2020
Q3 		$19.9M Buy
+213,295
New +$20M 12.81% 1

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

Keudell/Morrison Wealth Management's BIV Position: Q2 2026 in Review

Keudell/Morrison Wealth Management increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 7.1% in Q2 2026, buying an estimated $43.6K and bringing the position to 8,593 shares worth $659K. The position accounts for 0.12% of the portfolio, ranked #114.

Keudell/Morrison Wealth Management first reported a position in BIV in Q3 2020 and has held it in 19 quarters since. The position peaked at $35.4M in Q2 2023. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • Keudell/Morrison Wealth Management held 8,593 shares of Vanguard Intermediate-Term Bond ETF worth $659K as of Q2 2026.
  • Keudell/Morrison Wealth Management bought 568 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $43.6K.
  • Vanguard Intermediate-Term Bond ETF made up 0.12% of Keudell/Morrison Wealth Management's portfolio in Q2 2026, its #114 holding.
  • Keudell/Morrison Wealth Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q3 2020 and has held it in 19 quarters since.
  • Keudell/Morrison Wealth Management's Vanguard Intermediate-Term Bond ETF position peaked at $35.4M in Q2 2023.
  • 1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Keudell/Morrison Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.