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

Magnolia 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 		– Sell
-6,000
Closed -$467K – 138
2025
Q4 		$467K Hold
6,000
– – 0.33% 67
2025
Q3 		$469K Buy
+6,000
New +$465K 0.34% 60

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 $1.73B AUM 9.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Magnolia Private Wealth sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q1 2026, closing a stake of 6,000 shares — an estimated $467K sold.

Magnolia Private Wealth first reported a position in BIV in Q3 2025 and held it in 2 quarters. The position peaked at $469K in Q3 2025. 1,006 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

  • Magnolia Private Wealth reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Magnolia Private Wealth sold 6,000 Vanguard Intermediate-Term Bond ETF shares in Q1 2026, an estimated $467K.
  • Magnolia Private Wealth first reported a position in Vanguard Intermediate-Term Bond ETF in Q3 2025 and held it in 2 quarters.
  • Magnolia Private Wealth's Vanguard Intermediate-Term Bond ETF position peaked at $469K in Q3 2025.
  • 1,006 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

Based on Magnolia Private Wealth's 13F filing for Q1 2026, filed 21 Apr 2026.