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

Wedbush Securities’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 		$405K Buy
5,244
+475
+10% +$37K 0.01% 753
2025
Q4 		$371K Sell
4,769
-84
-2% -$6.57K 0.01% 789
2025
Q3 		$379K Sell
4,853
-2,361
-33% -$183K 0.01% 767
2025
Q2 		$558K Sell
7,214
-4,632
-39% -$353K 0.02% 590
2025
Q1 		$907K Buy
11,846
+549
+5% +$41.4K 0.03% 415
2024
Q4 		$844K Buy
11,297
+3,331
+42% +$253K 0.03% 430
2024
Q3 		$624K Sell
7,966
-492
-6% -$37.9K 0.02% 523
2024
Q2 		$633K Sell
8,458
-1,605
-16% -$119K 0.02% 530
2024
Q1 		$759K Sell
10,063
-48
-0.5% -$3.62K 0.03% 487
2023
Q4 		$772K Sell
10,111
-623
-6% -$45.6K 0.03% 410
2023
Q3 		$776K Sell
10,734
-13,884
-56% -$1.03M 0.04% 377
2023
Q2 		$1.85M Sell
24,618
-1,375
-5% -$105K 0.09% 177
2023
Q1 		$2M Buy
25,993
+1,473
+6% +$112K 0.1% 158
2022
Q4 		$1.82M Sell
24,520
-6,983
-22% -$517K 0.1% 164
2022
Q3 		$2.31M Buy
31,503
+11,143
+55% +$862K 0.13% 124
2022
Q2 		$1.58M Sell
20,360
-30,853
-60% -$2.42M 0.09% 183
2022
Q1 		$4.19M Sell
51,213
-1,814
-3% -$153K 0.19% 82
2021
Q4 		$4.65M Buy
53,027
+218
+0.4% +$19.3K 0.2% 82
2021
Q3 		$4.72M Sell
52,809
-490
-0.9% -$44.4K 0.22% 67
2021
Q2 		$4.79M Buy
53,299
+16,772
+46% +$1.5M 0.23% 68
2021
Q1 		$3.24M Buy
36,527
+31,813
+675% +$2.89M 0.18% 95
2020
Q4 		$438K Hold
4,714
– – 0.04% 511
2020
Q3 		$441K Sell
4,714
-881
-16% -$82.5K 0.04% 467
2020
Q2 		$521K Sell
5,595
-3,551
-39% -$325K 0.05% 416
2020
Q1 		$817K Buy
9,146
+3,423
+60% +$304K 0.1% 230
2019
Q4 		$499K Buy
+5,723
New +$501K 0.04% 477

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

Wedbush Securities's BIV Position: Q1 2026 in Review

Wedbush Securities increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 10% in Q1 2026, buying an estimated $37K and bringing the position to 5,244 shares worth $405K. The position accounts for 0.01% of the portfolio, ranked #753.

Wedbush Securities first reported a position in BIV in Q4 2019 and has held it in 26 quarters since. The position peaked at $4.79M in Q2 2021. 1,005 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

  • Wedbush Securities held 5,244 shares of Vanguard Intermediate-Term Bond ETF worth $405K as of Q1 2026.
  • Wedbush Securities bought 475 Vanguard Intermediate-Term Bond ETF shares in Q1 2026, an estimated $37K.
  • Vanguard Intermediate-Term Bond ETF made up 0.01% of Wedbush Securities's portfolio in Q1 2026, its #753 holding.
  • Wedbush Securities first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2019 and has held it in 26 quarters since.
  • Wedbush Securities's Vanguard Intermediate-Term Bond ETF position peaked at $4.79M in Q2 2021.
  • 1,005 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

Based on Wedbush Securities's 13F filing for Q1 2026, filed 21 Apr 2026.