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

TD Private Client 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 Q2	$12.3M	Sell	160,087 -2,924	-2%	-$224K	0.23%	66
2026 Q1	$12.6M	Buy	163,011 +6,717	+4%	+$523K	0.26%	60
2025 Q4	$12.2M	Buy	156,294 +4,532	+3%	+$354K	0.26%	59
2025 Q3	$11.9M	Sell	151,762 -15,670	-9%	-$1.21M	0.27%	61
2025 Q2	$12.9M	Sell	167,432 -11,245	-6%	-$856K	0.32%	52
2025 Q1	$13.7M	Sell	178,677 -2,300	-1%	-$174K	0.38%	48
2024 Q4	$13.5M	Buy	180,977 +20,571	+13%	+$1.56M	0.38%	46
2024 Q3	$12.6M	Buy	160,406 +30,902	+24%	+$2.38M	0.36%	50
2024 Q2	$9.7M	Buy	129,504 +4,370	+3%	+$325K	0.31%	60
2024 Q1	$9.44M	Buy	125,134 +9,245	+8%	+$697K	0.31%	57
2023 Q4	$8.85M	Buy	115,889 +35,398	+44%	+$2.59M	0.32%	58
2023 Q3	$5.82M	Buy	80,491 +15,970	+25%	+$1.18M	0.25%	78
2023 Q2	$4.85M	Buy	64,521 +5,376	+9%	+$409K	0.21%	108
2023 Q1	$4.54M	Buy	59,145 +11,709	+25%	+$887K	0.2%	112
2022 Q4	$3.53M	Sell	47,436 -16,015	-25%	-$1.19M	0.17%	132
2022 Q3	$4.66M	Sell	63,451 -10,255	-14%	-$793K	0.24%	96
2022 Q2	$5.72M	Sell	73,706 -23,750	-24%	-$1.86M	0.28%	76
2022 Q1	$7.98M	Buy	97,456 +5,129	+6%	+$433K	0.34%	61
2021 Q4	$8.09M	Buy	92,327 +14,224	+18%	+$1.26M	0.34%	59
2021 Q3	$6.99M	Buy	78,103 +1,332	+2%	+$121K	0.3%	78
2021 Q2	$6.91M	Buy	76,771 +14,703	+24%	+$1.31M	0.29%	76
2021 Q1	$5.51M	Buy	62,068 +4,169	+7%	+$379K	0.26%	92
2020 Q4	$5.38M	Buy	57,899 +13,122	+29%	+$1.22M	0.27%	86
2020 Q3	$4.19M	Buy	44,777 +6,094	+16%	+$571K	0.23%	94
2020 Q2	$3.6M	Buy	38,683 +10,233	+36%	+$937K	0.21%	102
2020 Q1	$2.54M	Sell	28,450 -10,341	-27%	-$917K	0.18%	119
2019 Q4	$3.38M	Buy	+38,791	New	+$3.4M	0.2%	124

Other funds holding BIV

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

TD Private Client Wealth's BIV Position: Q2 2026 in Review

TD Private Client Wealth reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 1.8% in Q2 2026, selling an estimated $224K and leaving 160,087 shares worth $12.3M. The position accounts for 0.23% of the portfolio, ranked #66.

TD Private Client Wealth first reported a position in BIV in Q4 2019 and has held it in 27 quarters since. The position peaked at $13.7M in Q1 2025. 1,019 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

TD Private Client Wealth held 160,087 shares of Vanguard Intermediate-Term Bond ETF worth $12.3M as of Q2 2026.
TD Private Client Wealth sold 2,924 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $224K.
Vanguard Intermediate-Term Bond ETF made up 0.23% of TD Private Client Wealth's portfolio in Q2 2026, its #66 holding.
TD Private Client Wealth first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2019 and has held it in 27 quarters since.
TD Private Client Wealth's Vanguard Intermediate-Term Bond ETF position peaked at $13.7M in Q1 2025.
1,019 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.