NWM
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Northwest Wealth Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Northwest 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 		$436K Buy
5,684
+108
+2% +$8.29K 0.06% 149
2026
Q1 		$430K Buy
5,576
+51
+0.9% +$3.97K 0.06% 139
2025
Q4 		$430K Sell
5,525
-2,880
-34% -$225K 0.07% 133
2025
Q3 		$656K Buy
8,405
+472
+6% +$36.5K 0.11% 94
2025
Q2 		$614K Buy
7,933
+680
+9% +$51.8K 0.11% 92
2025
Q1 		$555K Sell
7,253
-81
-1% -$6.11K 0.11% 91
2024
Q4 		$548K Sell
7,334
-202
-3% -$15.4K 0.12% 93
2024
Q3 		$591K Buy
7,536
+75
+1% +$5.78K 0.14% 89
2024
Q2 		$559K Sell
7,461
-157
-2% -$11.7K 0.14% 89
2024
Q1 		$574K Buy
7,618
+346
+5% +$26.1K 0.16% 90
2023
Q4 		$555K Sell
7,272
-829
-10% -$60.7K 0.17% 86
2023
Q3 		$586K Buy
8,101
+6
+0.1% +$444 0.21% 79
2023
Q2 		$609K Sell
8,095
-111
-1% -$8.45K 0.22% 79
2023
Q1 		$630K Sell
8,206
-112
-1% -$8.48K 0.24% 79
2022
Q4 		$618K Sell
8,318
-17
-0.2% -$1.26K 0.26% 77
2022
Q3 		$612K Sell
8,335
-9
-0.1% -$696 0.27% 81
2022
Q2 		$648K Sell
8,344
-1,025
-11% -$80.4K 0.28% 83
2022
Q1 		$767K Sell
9,369
-1,306
-12% -$110K 0.38% 67
2021
Q4 		$935K Buy
10,675
+816
+8% +$72.4K 0.43% 56
2021
Q3 		$882K Sell
9,859
-2,432
-20% -$220K 0.44% 54
2021
Q2 		$1.11M Buy
12,291
+739
+6% +$66K 0.59% 47
2021
Q1 		$1.02M Buy
11,552
+1,868
+19% +$170K 0.64% 43
2020
Q4 		$899K Buy
9,684
+754
+8% +$70.2K 0.62% 44
2020
Q3 		$835K Buy
8,930
+299
+3% +$28K 0.69% 43
2020
Q2 		$804K Buy
8,631
+1,123
+15% +$103K 0.7% 43
2020
Q1 		$671K Buy
7,508
+31
+0.4% +$2.75K 0.68% 41
2019
Q4 		$652K Buy
7,477
+886
+13% +$77.6K 0.6% 48
2019
Q3 		$580K Buy
6,591
+3
+0% +$262 0.48% 59
2019
Q2 		$570K Buy
6,588
+53
+0.8% +$4.48K 0.46% 58
2019
Q1 		$548K Hold
6,535
– – 0.41% 57
2018
Q4 		$531K Sell
6,535
-62
-0.9% -$4.96K 0.45% 56
2018
Q3 		$531K Sell
6,597
-1,857
-22% -$150K 0.4% 61
2018
Q2 		$685K Sell
8,454
-2,506
-23% -$202K 0.51% 50
2018
Q1 		$896K Sell
10,960
-6,276
-36% -$515K 0.67% 39
2017
Q4 		$1.45M Sell
17,236
-4,372
-20% -$368K 1.18% 26
2017
Q3 		$1.83M Buy
21,608
+2,051
+10% +$174K 2.56% 11
2017
Q2 		$1.65M Sell
19,557
-206
-1% -$17.4K 1.51% 19
2017
Q1 		$1.65M Sell
19,763
-3,165
-14% -$263K 1.53% 19
2016
Q4 		$1.91M Buy
+22,928
New +$1.95M 1.94% 17

Other funds holding BIV

TLFA
True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return
ZF
Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
BA
BCM Advisors Lafayette, Louisiana $514M AUM 20.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Northwest Wealth Management's BIV Position: Q2 2026 in Review

Northwest Wealth Management increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 1.9% in Q2 2026, buying an estimated $8.29K and bringing the position to 5,684 shares worth $436K. The position accounts for 0.06% of the portfolio, ranked #149.

Northwest Wealth Management first reported a position in BIV in Q4 2016 and has held it in 39 quarters since. The position peaked at $1.91M in Q4 2016. 508 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • Northwest Wealth Management held 5,684 shares of Vanguard Intermediate-Term Bond ETF worth $436K as of Q2 2026.
  • Northwest Wealth Management bought 108 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $8.29K.
  • Vanguard Intermediate-Term Bond ETF made up 0.06% of Northwest Wealth Management's portfolio in Q2 2026, its #149 holding.
  • Northwest Wealth Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2016 and has held it in 39 quarters since.
  • Northwest Wealth Management's Vanguard Intermediate-Term Bond ETF position peaked at $1.91M in Q4 2016.
  • 508 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Northwest Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.