Tradewinds Capital Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Tradewinds Capital 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 Q2	$19.6K	Sell	256 -114	-31%	-$8.75K	﹤0.01%	323
2026 Q1	$28.6K	Buy	370 +139	+60%	+$10.8K	0.01%	281
2025 Q4	$18K	Sell	231 -1	-0.4%	-$78	﹤0.01%	321
2025 Q3	$18.1K	Buy	232 +74	+47%	+$5.73K	﹤0.01%	308
2025 Q2	$12.2K	Buy	158 +42	+36%	+$3.2K	﹤0.01%	326
2025 Q1	$8.91K	Buy	+116	New	+$8.75K	﹤0.01%	368
2024 Q4	–	Sell	-180	Closed	-$14.1K	–	674
2024 Q3	$14.1K	Buy	+180	New	+$13.9K	﹤0.01%	310

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

Tradewinds Capital Management's BIV Position: Q2 2026 in Review

Tradewinds Capital Management reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 31% in Q2 2026, selling an estimated $8.75K and leaving 256 shares worth $19.6K. The position accounts for ﹤0.01% of the portfolio, ranked #323.

Tradewinds Capital Management first reported a position in BIV in Q3 2024 and has held it in 7 quarters since. The position peaked at $28.6K in Q1 2026. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

Tradewinds Capital Management held 256 shares of Vanguard Intermediate-Term Bond ETF worth $19.6K as of Q2 2026.
Tradewinds Capital Management sold 114 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $8.75K.
Vanguard Intermediate-Term Bond ETF made up ﹤0.01% of Tradewinds Capital Management's portfolio in Q2 2026, its #323 holding.
Tradewinds Capital Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q3 2024 and has held it in 7 quarters since.
Tradewinds Capital Management's Vanguard Intermediate-Term Bond ETF position peaked at $28.6K in Q1 2026.
1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Tradewinds Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.