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Princeton Capital Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Princeton Capital 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 		– Sell
-4,584
Closed -$357K – 140
2025
Q4 		$357K Buy
+4,584
New +$358K 0.09% 90

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Northwestern Mutual Wealth Management
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Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Princeton Capital Management's BIV Position: Q1 2026 in Review

Princeton Capital Management sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q1 2026, closing a stake of 4,584 shares — an estimated $357K sold.

Princeton Capital Management first reported a position in BIV in Q4 2025 and held it in 1 quarter. The position peaked at $357K in Q4 2025. 1,013 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

  • Princeton Capital Management reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Princeton Capital Management sold 4,584 Vanguard Intermediate-Term Bond ETF shares in Q1 2026, an estimated $357K.
  • Princeton Capital Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2025 and held it in 1 quarter.
  • Princeton Capital Management's Vanguard Intermediate-Term Bond ETF position peaked at $357K in Q4 2025.
  • 1,013 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

Based on Princeton Capital Management's 13F filing for Q1 2026, filed 8 May 2026.