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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
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
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

TD Private Client Wealth's BIV Position: Q1 2026 in Review

TD Private Client Wealth increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 4.3% in Q1 2026, buying an estimated $523K and bringing the position to 163,011 shares worth $12.6M. The position accounts for 0.26% of the portfolio, ranked #60.

TD Private Client Wealth first reported a position in BIV in Q4 2019 and has held it in 26 quarters since. The position peaked at $13.7M in Q1 2025. 1,005 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

  • TD Private Client Wealth held 163,011 shares of Vanguard Intermediate-Term Bond ETF worth $12.6M as of Q1 2026.
  • TD Private Client Wealth bought 6,717 Vanguard Intermediate-Term Bond ETF shares in Q1 2026, an estimated $523K.
  • Vanguard Intermediate-Term Bond ETF made up 0.26% of TD Private Client Wealth's portfolio in Q1 2026, its #60 holding.
  • TD Private Client Wealth first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2019 and has held it in 26 quarters since.
  • TD Private Client Wealth's Vanguard Intermediate-Term Bond ETF position peaked at $13.7M in Q1 2025.
  • 1,005 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

Based on TD Private Client Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.