MA Private Wealth’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

MA Private Wealth’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	$8.37M	Sell	108,469 -7,266	-6%	-$566K	1.42%	18
2025 Q4	$9.01M	Sell	115,735 -1,361	-1%	-$106K	1.5%	20
2025 Q3	$9.14M	Sell	117,096 -7,252	-6%	-$561K	1.54%	18
2025 Q2	$9.62M	Sell	124,348 -1,840	-1%	-$140K	1.72%	17
2025 Q1	$9.66M	Sell	126,188 -3,449	-3%	-$260K	1.82%	14
2024 Q4	$9.69M	Buy	129,637 +1,413	+1%	+$107K	1.81%	15
2024 Q3	$10M	Sell	128,224 -3,372	-3%	-$260K	1.88%	15
2024 Q2	$9.86M	Sell	131,596 -29,381	-18%	-$2.18M	1.95%	15
2024 Q1	$12.1M	Buy	160,977 +93,713	+139%	+$7.06M	2.46%	13
2023 Q4	$5.14M	Buy	+67,264	New	+$4.93M	1.09%	18

Other funds holding BIV

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

MA Private Wealth's BIV Position: Q1 2026 in Review

MA Private Wealth reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 6.3% in Q1 2026, selling an estimated $566K and leaving 108,469 shares worth $8.37M. The position accounts for 1.42% of the portfolio, ranked #18.

MA Private Wealth first reported a position in BIV in Q4 2023 and has held it in 10 quarters since. The position peaked at $12.1M in Q1 2024. 1,005 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

MA Private Wealth held 108,469 shares of Vanguard Intermediate-Term Bond ETF worth $8.37M as of Q1 2026.
MA Private Wealth sold 7,266 Vanguard Intermediate-Term Bond ETF shares in Q1 2026, an estimated $566K.
Vanguard Intermediate-Term Bond ETF made up 1.42% of MA Private Wealth's portfolio in Q1 2026, its #18 holding.
MA Private Wealth first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2023 and has held it in 10 quarters since.
MA Private Wealth's Vanguard Intermediate-Term Bond ETF position peaked at $12.1M in Q1 2024.
1,005 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

Based on MA Private Wealth's 13F filing for Q1 2026, filed 7 May 2026.