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

Stockman 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 		– Sell
-4,264
Closed -$332K – 180
2025
Q4 		$332K Sell
4,264
-3,303
-44% -$258K 0.04% 130
2025
Q3 		$591K Buy
7,567
+234
+3% +$18.1K 0.07% 94
2025
Q2 		$567K Buy
7,333
+9
+0.1% +$685 0.08% 95
2025
Q1 		$561K Buy
7,324
+232
+3% +$17.5K 0.08% 94
2024
Q4 		$530K Buy
7,092
+422
+6% +$32.1K 0.08% 97
2024
Q3 		$523K Buy
6,670
+37
+0.6% +$2.85K 0.08% 104
2024
Q2 		$497K Buy
6,633
+7
+0.1% +$520 0.09% 105
2024
Q1 		$500K Buy
6,626
+966
+17% +$72.8K 0.09% 102
2023
Q4 		$432K Buy
5,660
+119
+2% +$8.72K 0.09% 107
2023
Q3 		$401K Sell
5,541
-107
-2% -$7.92K 0.09% 114
2023
Q2 		$425K Buy
5,648
+283
+5% +$21.6K 0.09% 117
2023
Q1 		$412K Buy
5,365
+1,422
+36% +$108K 0.09% 125
2022
Q4 		$293K Buy
+3,943
New +$292K 0.07% 151

Other funds holding BIV

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
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

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

Stockman Wealth Management sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q1 2026, closing a stake of 4,264 shares — an estimated $332K sold.

Stockman Wealth Management first reported a position in BIV in Q4 2022 and held it in 13 quarters. The position peaked at $591K in Q3 2025. 1,013 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

  • Stockman Wealth Management reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Stockman Wealth Management sold 4,264 Vanguard Intermediate-Term Bond ETF shares in Q1 2026, an estimated $332K.
  • Stockman Wealth Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2022 and held it in 13 quarters.
  • Stockman Wealth Management's Vanguard Intermediate-Term Bond ETF position peaked at $591K in Q3 2025.
  • 1,013 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

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