TWIL
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TrueNorth Wealth & Impact, LLC’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

TrueNorth Wealth & Impact, 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
Q3 		$23.6M Buy
+323,943
New +$24.4M 8.98% 1

Other funds holding BIV

Northwestern Mutual Wealth Management
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EP Wealth Advisors
EP Wealth Advisors Torrance, California $24.4B AUM 17.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $73.6B AUM 18.65% 1-Year Est. Return
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
United Capital Financial Advisors
United Capital Financial Advisors Irving, Texas $18.4B AUM 17.63% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 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

TrueNorth Wealth & Impact, LLC's BIV Position: Q3 2026 in Review

TrueNorth Wealth & Impact, LLC opened a new position in Vanguard Intermediate-Term Bond ETF (BIV) in Q3 2026: 323,943 shares worth $23.6M. The stake represents 8.98% of the portfolio and ranks #1 among its holdings.

900 funds tracked by Wall St. Rank hold BIV as of Q3 2026.

  • TrueNorth Wealth & Impact, LLC held 323,943 shares of Vanguard Intermediate-Term Bond ETF worth $23.6M as of Q3 2026.
  • Vanguard Intermediate-Term Bond ETF was a new TrueNorth Wealth & Impact, LLC position in Q3 2026.
  • Vanguard Intermediate-Term Bond ETF made up 8.98% of TrueNorth Wealth & Impact, LLC's portfolio in Q3 2026, its #1 holding.
  • 900 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2026.

Based on TrueNorth Wealth & Impact, LLC's 13F filing for Q3 2026, filed 13 Nov 2026.