Perigon Wealth Management
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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
Q3 		$3.62M Sell
49,689
-6,606
-12% -$497K 0.06% 279
2026
Q2 		$4.32M Buy
56,295
+2,348
+4% +$180K 0.07% 257
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 +$1.76K ﹤0.01% 594

Other funds holding BIV

True Link Financial Advisors
True Link Financial Advisors San Francisco, California $1.74B AUM 3.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Lincoln National Corp
Lincoln National Corp Radnor, Pennsylvania $3.68B AUM 7.84% 1-Year Est. Return
TIAA-CREF Individual & Institutional Services
TIAA-CREF Individual & Institutional Services New York $29.5B AUM
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return
Retirement Investment Advisors
Retirement Investment Advisors Oklahoma City, Oklahoma $1.43B AUM 10.13% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Zhang Financial
Zhang Financial Portage, Michigan $3.58B AUM 15.52% 1-Year Est. Return

Perigon Wealth Management's BIV Position: Q3 2026 in Review

Perigon Wealth Management reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 12% in Q3 2026, selling an estimated $497K and leaving 49,689 shares worth $3.62M. The position accounts for 0.06% of the portfolio, ranked #279.

Perigon Wealth Management first reported a position in BIV in Q3 2016 and has held it in 28 quarters since. The position peaked at $8.12M in Q1 2024. 771 funds tracked by Wall St. Rank hold BIV as of Q3 2026.

  • Perigon Wealth Management held 49,689 shares of Vanguard Intermediate-Term Bond ETF worth $3.62M as of Q3 2026.
  • Perigon Wealth Management sold 6,606 Vanguard Intermediate-Term Bond ETF shares in Q3 2026, an estimated $497K.
  • Vanguard Intermediate-Term Bond ETF made up 0.06% of Perigon Wealth Management's portfolio in Q3 2026, its #279 holding.
  • Perigon Wealth Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q3 2016 and has held it in 28 quarters since.
  • Perigon Wealth Management's Vanguard Intermediate-Term Bond ETF position peaked at $8.12M in Q1 2024.
  • 771 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.