Winthrop Capital Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Winthrop Capital 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	$14K	Hold	178	–	–	﹤0.01%	226
2025 Q4	$14K	Hold	178	–	–	﹤0.01%	229
2025 Q3	$14K	Hold	178	–	–	﹤0.01%	212
2025 Q2	$14K	Hold	178	–	–	﹤0.01%	221
2025 Q1	$14K	Hold	178	–	–	﹤0.01%	199
2024 Q4	$13K	Buy	+178	New	+$13.5K	﹤0.01%	214
2024 Q1	–	Sell	-538	Closed	-$41.1K	–	167
2023 Q4	$41.1K	Buy	+538	New	+$39.4K	0.01%	170

Other funds holding BIV

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

Winthrop Capital Management's BIV Position: Q1 2026 in Review

Winthrop Capital Management held its Vanguard Intermediate-Term Bond ETF (BIV) position steady in Q1 2026 at 178 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #226.

Winthrop Capital Management first reported a position in BIV in Q4 2023 and has held it in 7 quarters since. The position peaked at $41.1K in Q4 2023. 1,006 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

Winthrop Capital Management held 178 shares of Vanguard Intermediate-Term Bond ETF worth $14K as of Q1 2026.
Winthrop Capital Management left its Vanguard Intermediate-Term Bond ETF share count unchanged in Q1 2026.
Vanguard Intermediate-Term Bond ETF made up ﹤0.01% of Winthrop Capital Management's portfolio in Q1 2026, its #226 holding.
Winthrop Capital Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2023 and has held it in 7 quarters since.
Winthrop Capital Management's Vanguard Intermediate-Term Bond ETF position peaked at $41.1K in Q4 2023.
1,006 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

Based on Winthrop Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.