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NWAM LLC’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

NWAM LLC’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 		$12M Buy
155,792
+9,870
+7% +$768K 0.69% 31
2025
Q4 		$11.4M Buy
145,922
+13,317
+10% +$1.04M 0.64% 34
2025
Q3 		$10.4M Buy
132,605
+6,578
+5% +$509K 0.56% 36
2025
Q2 		$9.74M Buy
126,027
+30,834
+32% +$2.35M 0.57% 34
2025
Q1 		$7.29M Sell
95,193
-10,079
-10% -$760K 0.63% 26
2024
Q4 		$7.87M Buy
105,272
+1,731
+2% +$132K 0.49% 45
2024
Q3 		$8.11M Buy
103,541
+10,660
+11% +$822K 0.49% 41
2024
Q2 		$6.96M Buy
92,881
+1,966
+2% +$146K 2.04% 9
2024
Q1 		$6.85M Buy
90,915
+2,664
+3% +$201K 0.55% 32
2023
Q4 		$6.74M Buy
88,251
+78,614
+816% +$5.76M 0.54% 36
2023
Q3 		$697K Sell
9,637
-79,774
-89% -$5.9M 0.07% 246
2023
Q2 		$6.73M Buy
89,411
+52,752
+144% +$4.02M 0.55% 33
2023
Q1 		$2.81M Sell
36,659
-42,091
-53% -$3.19M 0.29% 91
2022
Q4 		$5.85M Buy
78,750
+17,012
+28% +$1.26M 0.52% 37
2022
Q3 		$4.54M Buy
61,738
+4,771
+8% +$369K 0.43% 54
2022
Q2 		$4.43M Buy
56,967
+516
+0.9% +$40.5K 0.41% 56
2022
Q1 		$4.62M Buy
56,451
+6,832
+14% +$577K 0.36% 74
2021
Q4 		$4.35M Buy
49,619
+3,119
+7% +$277K 0.34% 68
2021
Q3 		$4.16M Buy
46,500
+1,401
+3% +$127K 0.38% 62
2021
Q2 		$4.06M Buy
45,099
+8,580
+23% +$766K 0.38% 65
2021
Q1 		$3.24M Buy
36,519
+16,399
+82% +$1.49M 0.32% 75
2020
Q4 		$1.87M Buy
20,120
+6,242
+45% +$581K 0.21% 113
2020
Q3 		$1.3M Buy
13,878
+6,250
+82% +$585K 0.21% 108
2020
Q2 		$711K Buy
7,628
+4,322
+131% +$396K 0.1% 196
2020
Q1 		$295 Sell
3,306
-511
-13% -$45.3K 0.01% 302
2019
Q4 		$333K Buy
3,817
+500
+15% +$43.8K 0.06% 283
2019
Q3 		$292K Buy
3,317
+809
+32% +$70.7K 0.05% 285
2019
Q2 		$217K Buy
+2,508
New +$212K 0.04% 333

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 $1.62B AUM 8.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

NWAM LLC's BIV Position: Q1 2026 in Review

NWAM LLC increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 6.8% in Q1 2026, buying an estimated $768K and bringing the position to 155,792 shares worth $12M. The position accounts for 0.69% of the portfolio, ranked #31.

NWAM LLC first reported a position in BIV in Q2 2019 and has held it in 28 quarters since. 1,005 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

  • NWAM LLC held 155,792 shares of Vanguard Intermediate-Term Bond ETF worth $12M as of Q1 2026.
  • NWAM LLC bought 9,870 Vanguard Intermediate-Term Bond ETF shares in Q1 2026, an estimated $768K.
  • Vanguard Intermediate-Term Bond ETF made up 0.69% of NWAM LLC's portfolio in Q1 2026, its #31 holding.
  • NWAM LLC first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2019 and has held it in 28 quarters since.
  • 1,005 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

Based on NWAM LLC's 13F filing for Q1 2026, filed 4 May 2026.