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

Perigon 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
Q1 		$4.16M Buy
53,947
+7,598
+16% +$591K 0.08% 244
2025
Q4 		$3.61M Buy
46,349
+3,085
+7% +$241K 0.06% 256
2025
Q3 		$3.38M Sell
43,264
-811
-2% -$62.8K 0.07% 257
2025
Q2 		$3.41M Buy
44,075
+1,922
+5% +$146K 0.08% 243
2025
Q1 		$3.23M Sell
42,153
-1,089
-3% -$82.2K 0.08% 234
2024
Q4 		$3.23M Sell
43,242
-603
-1% -$45.8K 0.08% 232
2024
Q3 		$3.44M Sell
43,845
-62,911
-59% -$4.85M 0.09% 207
2024
Q2 		$7.99M Sell
106,756
-870
-0.8% -$64.7K 0.23% 88
2024
Q1 		$8.12M Buy
107,626
+3,041
+3% +$229K 0.25% 89
2023
Q4 		$7.99M Buy
104,585
+10,458
+11% +$766K 0.26% 80
2023
Q3 		$6.81M Buy
94,127
+6,875
+8% +$509K 0.28% 84
2023
Q2 		$6.56M Buy
87,252
+82,646
+1,794% +$6.29M 0.26% 93
2023
Q1 		$353K Buy
4,606
+372
+9% +$28.2K 0.02% 484
2022
Q4 		$315K Sell
4,234
-875
-17% -$64.8K 0.02% 513
2022
Q3 		$375K Buy
5,109
+875
+21% +$67.7K 0.03% 379
2022
Q2 		$329K Buy
4,234
+1,190
+39% +$93.3K 0.03% 409
2022
Q1 		$249K Buy
3,044
+42
+1% +$3.55K 0.02% 524
2021
Q4 		$263K Sell
3,002
-860
-22% -$76.3K 0.02% 481
2021
Q3 		$345K Sell
3,862
-1,063
-22% -$96.3K 0.03% 382
2021
Q2 		$443K Sell
4,925
-215
-4% -$19.2K 0.04% 332
2021
Q1 		$456K Sell
5,140
-128
-2% -$11.6K 0.05% 310
2020
Q4 		$489K Buy
+5,268
New +$491K 0.06% 254
2017
Q3 		– Sell
-20
Closed -$2K – 651
2017
Q2 		$2K Hold
20
– – ﹤0.01% 560
2017
Q1 		$2K Hold
20
– – ﹤0.01% 596
2016
Q4 		$2K Hold
20
– – ﹤0.01% 681
2016
Q3 		$2K Buy
+20
New +$1.75K ﹤0.01% 594

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

Perigon Wealth Management's BIV Position: Q1 2026 in Review

Perigon Wealth Management increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 16% in Q1 2026, buying an estimated $591K and bringing the position to 53,947 shares worth $4.16M. The position accounts for 0.08% of the portfolio, ranked #244.

Perigon Wealth Management first reported a position in BIV in Q3 2016 and has held it in 26 quarters since. The position peaked at $8.12M in Q1 2024. 1,005 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

  • Perigon Wealth Management held 53,947 shares of Vanguard Intermediate-Term Bond ETF worth $4.16M as of Q1 2026.
  • Perigon Wealth Management bought 7,598 Vanguard Intermediate-Term Bond ETF shares in Q1 2026, an estimated $591K.
  • Vanguard Intermediate-Term Bond ETF made up 0.08% of Perigon Wealth Management's portfolio in Q1 2026, its #244 holding.
  • Perigon Wealth Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q3 2016 and has held it in 26 quarters since.
  • Perigon Wealth Management's Vanguard Intermediate-Term Bond ETF position peaked at $8.12M in Q1 2024.
  • 1,005 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.