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Windward Private Wealth Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Windward Private Wealth 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
Q1 		$25.3M Buy
327,417
+12,953
+4% +$1.01M 8.74% 5
2025
Q4 		$24.5M Buy
314,464
+1,013
+0.3% +$79.2K 8.48% 5
2025
Q3 		$24.5M Buy
313,451
+988
+0.3% +$76.5K 8.44% 5
2025
Q2 		$24.2M Buy
312,463
+10,221
+3% +$778K 8.71% 5
2025
Q1 		$23.1M Buy
302,242
+5,014
+2% +$378K 9.02% 5
2024
Q4 		$22.2M Buy
297,228
+6,902
+2% +$525K 8.66% 5
2024
Q3 		$22.8M Buy
290,326
+2,583
+0.9% +$199K 8.72% 5
2024
Q2 		$21.5M Buy
287,743
+11,804
+4% +$877K 8.72% 4
2024
Q1 		$20.8M Buy
275,939
+15,597
+6% +$1.18M 8.5% 5
2023
Q4 		$19.9M Buy
260,342
+11,623
+5% +$851K 8.34% 5
2023
Q3 		$18M Buy
248,719
+3,839
+2% +$284K 8.14% 4
2023
Q2 		$18.4M Buy
244,880
+2,967
+1% +$226K 8.16% 5
2023
Q1 		$18.6M Buy
241,913
+2,497
+1% +$189K 7.92% 5
2022
Q4 		$17.8M Buy
239,416
+10,286
+4% +$762K 7.88% 6
2022
Q3 		$16.8M Sell
229,130
-42,199
-16% -$3.26M 8.1% 5
2022
Q2 		$21.1M Buy
271,329
+4,943
+2% +$388K 9.68% 3
2022
Q1 		$21.8M Sell
266,386
-11,563
-4% -$976K 9.01% 4
2021
Q4 		$24.4M Buy
277,949
+12,756
+5% +$1.13M 9.4% 4
2021
Q3 		$23.7M Buy
265,193
+16,005
+6% +$1.45M 9.65% 4
2021
Q2 		$22.4M Buy
249,188
+46,743
+23% +$4.18M 9.2% 4
2021
Q1 		$18M Buy
202,445
+19,126
+10% +$1.74M 7.97% 5
2020
Q4 		$17M Buy
+183,319
New +$17.1M 7.95% 5

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

Windward Private Wealth Management's BIV Position: Q1 2026 in Review

Windward Private Wealth Management increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 4.1% in Q1 2026, buying an estimated $1.01M and bringing the position to 327,417 shares worth $25.3M. The position accounts for 8.74% of the portfolio, ranked #5.

Windward Private Wealth Management first reported a position in BIV in Q4 2020 and has held it in 22 quarters since. 1,005 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

  • Windward Private Wealth Management held 327,417 shares of Vanguard Intermediate-Term Bond ETF worth $25.3M as of Q1 2026.
  • Windward Private Wealth Management bought 12,953 Vanguard Intermediate-Term Bond ETF shares in Q1 2026, an estimated $1.01M.
  • Vanguard Intermediate-Term Bond ETF made up 8.74% of Windward Private Wealth Management's portfolio in Q1 2026, its #5 holding.
  • Windward Private Wealth Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2020 and has held it in 22 quarters since.
  • 1,005 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

Based on Windward Private Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.