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

NorthRock 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 Q1	$284K	Buy	3,676 +287	+8%	+$22.3K	﹤0.01%	538
2025 Q4	$264K	Sell	3,389 -80	-2%	-$6.26K	﹤0.01%	505
2025 Q3	$271K	Buy	+3,469	New	+$269K	﹤0.01%	738
2025 Q2	–	Sell	-66	Closed	-$5.05K	–	703
2025 Q1	$5.05K	Sell	66 -1,004	-94%	-$75.7K	﹤0.01%	801
2024 Q4	$80K	Buy	1,070 +1,004	+1,521%	+$76.3K	﹤0.01%	630
2024 Q3	$5.17K	Sell	66 -759	-92%	-$58.5K	﹤0.01%	783
2024 Q2	$61.8K	Sell	825 -1,474	-64%	-$110K	﹤0.01%	647
2024 Q1	$173K	Sell	2,299 -211	-8%	-$15.9K	0.01%	594
2023 Q4	$192K	Buy	+2,510	New	+$184K	0.01%	554

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

NorthRock Partners's BIV Position: Q1 2026 in Review

NorthRock Partners increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 8.5% in Q1 2026, buying an estimated $22.3K and bringing the position to 3,676 shares worth $284K. The position accounts for ﹤0.01% of the portfolio, ranked #538.

NorthRock Partners first reported a position in BIV in Q4 2023 and has held it in 9 quarters since. 1,005 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

NorthRock Partners held 3,676 shares of Vanguard Intermediate-Term Bond ETF worth $284K as of Q1 2026.
NorthRock Partners bought 287 Vanguard Intermediate-Term Bond ETF shares in Q1 2026, an estimated $22.3K.
Vanguard Intermediate-Term Bond ETF made up ﹤0.01% of NorthRock Partners's portfolio in Q1 2026, its #538 holding.
NorthRock Partners first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2023 and has held it in 9 quarters since.
1,005 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

Based on NorthRock Partners's 13F filing for Q1 2026, filed 15 May 2026.