Leeward Financial Partners’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Leeward Financial Partners’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	$6.17M	Buy	80,475 +3,666	+5%	+$281K	1.62%	19
2026 Q1	$5.93M	Sell	76,809 -644	-0.8%	-$50.1K	1.76%	17
2025 Q4	$6.03M	Sell	77,453 -699	-0.9%	-$54.7K	1.7%	20
2025 Q3	$6.1M	Buy	78,152 +8,150	+12%	+$631K	1.74%	19
2025 Q2	$5.41M	Buy	70,002 +1,077	+2%	+$82K	1.72%	21
2025 Q1	$5.28M	Buy	68,925 +7,413	+12%	+$559K	1.97%	17
2024 Q4	$4.6M	Buy	61,512 +4,907	+9%	+$373K	1.64%	20
2024 Q3	$4.44M	Buy	56,605 +4,561	+9%	+$352K	1.67%	21
2024 Q2	$3.9M	Buy	52,044 +4,675	+10%	+$347K	1.58%	21
2024 Q1	$3.57M	Buy	47,369 +4,759	+11%	+$359K	1.51%	25
2023 Q4	$3.25M	Buy	42,610 +2,583	+6%	+$189K	1.57%	24
2023 Q3	$2.89M	Buy	40,027 +7,418	+23%	+$549K	1.6%	23
2023 Q2	$2.45M	Buy	32,609 +2,356	+8%	+$179K	1.41%	27
2023 Q1	$2.32M	Buy	30,253 +2,137	+8%	+$162K	1.42%	29
2022 Q4	$2.09M	Buy	+28,116	New	+$2.08M	1.44%	29
2022 Q2	–	Sell	-3,341	Closed	-$274K	–	69
2022 Q1	$274K	Sell	3,341 -12,802	-79%	-$1.08M	0.17%	62
2021 Q4	$1.41M	Buy	+16,143	New	+$1.43M	0.88%	43

Other funds holding BIV

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Leeward Financial Partners's BIV Position: Q2 2026 in Review

Leeward Financial Partners increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 4.8% in Q2 2026, buying an estimated $281K and bringing the position to 80,475 shares worth $6.17M. The position accounts for 1.62% of the portfolio, ranked #19.

Leeward Financial Partners first reported a position in BIV in Q4 2021 and has held it in 17 quarters since. 1,014 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

Leeward Financial Partners held 80,475 shares of Vanguard Intermediate-Term Bond ETF worth $6.17M as of Q2 2026.
Leeward Financial Partners bought 3,666 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $281K.
Vanguard Intermediate-Term Bond ETF made up 1.62% of Leeward Financial Partners's portfolio in Q2 2026, its #19 holding.
Leeward Financial Partners first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2021 and has held it in 17 quarters since.
1,014 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Leeward Financial Partners's 13F filing for Q2 2026, filed 6 Aug 2026.