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

TCFG 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 		$271K Buy
3,506
+141
+4% +$11K 0.1% 212
2025
Q4 		$262K Hold
3,365
– – 0.1% 209
2025
Q3 		$263K Buy
+3,365
New +$261K 0.1% 211

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

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

TCFG Wealth Management increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 4.2% in Q1 2026, buying an estimated $11K and bringing the position to 3,506 shares worth $271K. The position accounts for 0.1% of the portfolio, ranked #212.

TCFG Wealth Management first reported a position in BIV in Q3 2025 and has held it in 3 quarters since. 1,013 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

  • TCFG Wealth Management held 3,506 shares of Vanguard Intermediate-Term Bond ETF worth $271K as of Q1 2026.
  • TCFG Wealth Management bought 141 Vanguard Intermediate-Term Bond ETF shares in Q1 2026, an estimated $11K.
  • Vanguard Intermediate-Term Bond ETF made up 0.1% of TCFG Wealth Management's portfolio in Q1 2026, its #212 holding.
  • TCFG Wealth Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • 1,013 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

Based on TCFG Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.