WealthCollab’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

WealthCollab’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	$6.54M	Buy	84,675 +10,765	+15%	+$838K	2.69%	10
2025 Q4	$5.76M	Buy	73,910 +10,459	+16%	+$818K	2.35%	10
2025 Q3	$4.95M	Buy	63,451 +1,641	+3%	+$127K	2.27%	11
2025 Q2	$4.78M	Buy	61,810 +1,153	+2%	+$87.8K	2.67%	11
2025 Q1	$4.64M	Buy	60,657 +1,688	+3%	+$127K	2.87%	11
2024 Q4	$4.41M	Buy	58,969 +2,620	+5%	+$199K	2.81%	12
2024 Q3	$4.42M	Buy	56,349 +957	+2%	+$73.8K	2.89%	11
2024 Q2	$4.15M	Buy	55,392 +1,419	+3%	+$105K	2.98%	10
2024 Q1	$4.07M	Buy	53,973 +736	+1%	+$55.5K	3%	10
2023 Q4	$4.07M	Buy	+53,237	New	+$3.9M	3.17%	10

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 $1.62B AUM 8.33% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

WealthCollab's BIV Position: Q1 2026 in Review

WealthCollab increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 15% in Q1 2026, buying an estimated $838K and bringing the position to 84,675 shares worth $6.54M. The position accounts for 2.69% of the portfolio, ranked #10.

WealthCollab first reported a position in BIV in Q4 2023 and has held it in 10 quarters since. 1,005 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

WealthCollab held 84,675 shares of Vanguard Intermediate-Term Bond ETF worth $6.54M as of Q1 2026.
WealthCollab bought 10,765 Vanguard Intermediate-Term Bond ETF shares in Q1 2026, an estimated $838K.
Vanguard Intermediate-Term Bond ETF made up 2.69% of WealthCollab's portfolio in Q1 2026, its #10 holding.
WealthCollab first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2023 and has held it in 10 quarters since.
1,005 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

Based on WealthCollab's 13F filing for Q1 2026, filed 13 May 2026.