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

Twin City 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	$168K	Buy	2,172 +4	+0.2%	+$311	0.13%	95
2025 Q4	$169K	Sell	2,168 -134	-6%	-$10.5K	0.13%	92
2025 Q3	$180K	Buy	2,302 +162	+8%	+$12.5K	0.14%	92
2025 Q2	$165K	Sell	2,140 -31	-1%	-$2.36K	0.14%	91
2025 Q1	$166K	Sell	2,171 -44	-2%	-$3.32K	0.15%	89
2024 Q4	$165K	Sell	2,215 -1,313	-37%	-$99.8K	0.15%	87
2024 Q3	$276K	Buy	3,528 +1,822	+107%	+$140K	0.24%	82
2024 Q2	$128K	Sell	1,706 -60	-3%	-$4.46K	0.12%	90
2024 Q1	$133K	Buy	+1,766	New	+$133K	0.13%	91

Other funds holding BIV

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 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 $377B AUM 19.32% 1-Year Est. Return

Twin City Private Wealth's BIV Position: Q1 2026 in Review

Twin City Private Wealth increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 0.18% in Q1 2026, buying an estimated $311 and bringing the position to 2,172 shares worth $168K. The position accounts for 0.13% of the portfolio, ranked #95.

Twin City Private Wealth first reported a position in BIV in Q1 2024 and has held it in 9 quarters since. The position peaked at $276K in Q3 2024. 1,006 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

Twin City Private Wealth held 2,172 shares of Vanguard Intermediate-Term Bond ETF worth $168K as of Q1 2026.
Twin City Private Wealth bought 4 Vanguard Intermediate-Term Bond ETF shares in Q1 2026, an estimated $311.
Vanguard Intermediate-Term Bond ETF made up 0.13% of Twin City Private Wealth's portfolio in Q1 2026, its #95 holding.
Twin City Private Wealth first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2024 and has held it in 9 quarters since.
Twin City Private Wealth's Vanguard Intermediate-Term Bond ETF position peaked at $276K in Q3 2024.
1,006 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

Based on Twin City Private Wealth's 13F filing for Q1 2026, filed 24 Apr 2026.