TPW
BIV icon

Talon Private Wealth’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Talon Private Wealth’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 		$1.42M Buy
+18,395
New +$1.43M 0.19% 91
2025
Q2 		$763K Buy
9,864
+5,182
+111% +$395K 0.11% 112
2025
Q1 		$359K Sell
4,682
-1,301
-22% -$98.1K 0.05% 128
2024
Q4 		$447K Buy
5,983
+3,285
+122% +$250K 0.09% 86
2024
Q3 		$211K Buy
+2,698
New +$208K 0.04% 85

Other funds holding BIV

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.62B AUM 8.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Talon Private Wealth's BIV Position: Q1 2026 in Review

Talon Private Wealth opened a new position in Vanguard Intermediate-Term Bond ETF (BIV) in Q1 2026: 18,395 shares worth $1.42M. The stake represents 0.19% of the portfolio and ranks #91 among its holdings. This is a return to the name: Talon Private Wealth previously reported a position in BIV as recently as Q2 2025.

Talon Private Wealth first reported a position in BIV in Q3 2024 and has held it in 5 quarters since. 1,005 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

  • Talon Private Wealth held 18,395 shares of Vanguard Intermediate-Term Bond ETF worth $1.42M as of Q1 2026.
  • Vanguard Intermediate-Term Bond ETF was a new Talon Private Wealth position in Q1 2026.
  • Vanguard Intermediate-Term Bond ETF made up 0.19% of Talon Private Wealth's portfolio in Q1 2026, its #91 holding.
  • Talon Private Wealth first reported a position in Vanguard Intermediate-Term Bond ETF in Q3 2024 and has held it in 5 quarters since.
  • 1,005 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

Based on Talon Private Wealth's 13F filing for Q1 2026, filed 18 May 2026.