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Warwick Investment Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Warwick Investment 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 		$2.78M Sell
36,232
-3,867
-10% -$297K 0.31% 34
2026
Q1 		$3.09M Sell
40,099
-2,191
-5% -$171K 0.45% 32
2025
Q4 		$3.29M Sell
42,290
-1,971
-4% -$154K 0.51% 32
2025
Q3 		$3.46M Sell
44,261
-79
-0.2% -$6.12K 0.6% 32
2025
Q2 		$3.43M Sell
44,340
-10,696
-19% -$815K 0.67% 26
2025
Q1 		$4.21M Sell
55,036
-6,311
-10% -$476K 0.88% 21
2024
Q4 		$4.58M Buy
61,347
+1,710
+3% +$130K 0.94% 17
2024
Q3 		$4.67M Buy
59,637
+272
+0.5% +$21K 1.11% 15
2024
Q2 		$4.45M Buy
59,365
+1,893
+3% +$141K 1.04% 15
2024
Q1 		$4.33M Buy
57,472
+84
+0.1% +$6.33K 1.04% 16
2023
Q4 		$4.38M Buy
57,388
+555
+1% +$40.6K 1.29% 16
2023
Q3 		$4.11M Buy
56,833
+9,293
+20% +$687K 1.54% 14
2023
Q2 		$3.58M Buy
47,540
+1,861
+4% +$142K 1.41% 15
2023
Q1 		$3.51M Buy
45,679
+4,539
+11% +$344K 1.49% 14
2022
Q4 		$3.06M Buy
+41,140
New +$3.05M 1.25% 17
2022
Q3 		– Sell
-28,087
Closed -$2.18M – 52
2022
Q2 		$2.18M Buy
28,087
+2,955
+12% +$232K 1.06% 17
2022
Q1 		$2.06M Buy
25,132
+4,568
+22% +$386K 0.9% 19
2021
Q4 		$1.8M Buy
+20,564
New +$1.82M 0.91% 15

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
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
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

Warwick Investment Management's BIV Position: Q2 2026 in Review

Warwick Investment Management reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 9.6% in Q2 2026, selling an estimated $297K and leaving 36,232 shares worth $2.78M. The position accounts for 0.31% of the portfolio, ranked #34.

Warwick Investment Management first reported a position in BIV in Q4 2021 and has held it in 18 quarters since. The position peaked at $4.67M in Q3 2024. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • Warwick Investment Management held 36,232 shares of Vanguard Intermediate-Term Bond ETF worth $2.78M as of Q2 2026.
  • Warwick Investment Management sold 3,867 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $297K.
  • Vanguard Intermediate-Term Bond ETF made up 0.31% of Warwick Investment Management's portfolio in Q2 2026, its #34 holding.
  • Warwick Investment Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2021 and has held it in 18 quarters since.
  • Warwick Investment Management's Vanguard Intermediate-Term Bond ETF position peaked at $4.67M in Q3 2024.
  • 1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Warwick Investment Management's 13F filing for Q2 2026, filed 31 Jul 2026.