Redwood Investment Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Redwood Investment 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	$245K	Sell	3,171 -284	-8%	-$22.1K	0.03%	258
2025 Q4	$269K	Sell	3,455 -407	-11%	-$31.8K	0.03%	285
2025 Q3	$302K	Sell	3,862 -703	-15%	-$54.4K	0.03%	260
2025 Q2	$353K	Buy	4,565 +386	+9%	+$29.4K	0.04%	252
2025 Q1	$320K	Sell	4,179 -579	-12%	-$43.7K	0.03%	256
2024 Q4	$356K	Sell	4,758 -154	-3%	-$11.7K	0.03%	285
2024 Q3	$385K	Buy	4,912 +146	+3%	+$11.3K	0.03%	291
2024 Q2	$357K	Sell	4,766 -629	-12%	-$46.7K	0.03%	301
2024 Q1	$407K	Sell	5,395 -569	-10%	-$42.9K	0.04%	288
2023 Q4	$456K	Buy	5,964 +558	+10%	+$40.9K	0.04%	289
2023 Q3	$391K	Buy	+5,406	New	+$400K	0.03%	287
2018 Q1	–	Sell	-31,634	Closed	-$2.65M	–	125
2017 Q4	$2.65M	Buy	+31,634	New	+$2.67M	1.14%	37

Other funds holding BIV

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

TLFA

True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Redwood Investment Management's BIV Position: Q1 2026 in Review

Redwood Investment Management reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 8.2% in Q1 2026, selling an estimated $22.1K and leaving 3,171 shares worth $245K. The position accounts for 0.03% of the portfolio, ranked #258.

Redwood Investment Management first reported a position in BIV in Q4 2017 and has held it in 12 quarters since. The position peaked at $2.65M in Q4 2017. 1,008 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

Redwood Investment Management held 3,171 shares of Vanguard Intermediate-Term Bond ETF worth $245K as of Q1 2026.
Redwood Investment Management sold 284 Vanguard Intermediate-Term Bond ETF shares in Q1 2026, an estimated $22.1K.
Vanguard Intermediate-Term Bond ETF made up 0.03% of Redwood Investment Management's portfolio in Q1 2026, its #258 holding.
Redwood Investment Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2017 and has held it in 12 quarters since.
Redwood Investment Management's Vanguard Intermediate-Term Bond ETF position peaked at $2.65M in Q4 2017.
1,008 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

Based on Redwood Investment Management's 13F filing for Q1 2026, filed 14 May 2026.