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

WoodTrust Financial’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
Q3 		$352K Buy
4,832
+537
+13% +$40.4K 0.04% 147
2026
Q2 		$329K Buy
4,295
+163
+4% +$12.5K 0.04% 145
2026
Q1 		$319K Sell
4,132
-7,104
-63% -$553K 0.04% 138
2025
Q4 		$875K Buy
11,236
+3,000
+36% +$235K 0.1% 97
2025
Q3 		$643K Buy
+8,236
New +$638K 0.08% 112
2025
Q2 		– Sell
-6,519
Closed -$499K – 148
2025
Q1 		$499K Buy
6,519
+1,812
+38% +$137K 0.07% 116
2024
Q4 		$352K Buy
4,707
+1,492
+46% +$113K 0.05% 134
2024
Q3 		$252K Buy
+3,215
New +$248K 0.04% 163

Other funds holding BIV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SCA
Scott Capital Advisors Portland, Oregon $696M AUM 7.87% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BS
Brighton Securities Rochester, New York $239M AUM 9.14% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
CPA
Compass Planning Associates Greenfield, Massachusetts $191M AUM 5.98% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

WoodTrust Financial's BIV Position: Q3 2026 in Review

WoodTrust Financial increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 13% in Q3 2026, buying an estimated $40.4K and bringing the position to 4,832 shares worth $352K. The position accounts for 0.04% of the portfolio, ranked #147.

WoodTrust Financial first reported a position in BIV in Q3 2024 and has held it in 8 quarters since. The position peaked at $875K in Q4 2025. 90 funds tracked by Wall St. Rank hold BIV as of Q3 2026.

  • WoodTrust Financial held 4,832 shares of Vanguard Intermediate-Term Bond ETF worth $352K as of Q3 2026.
  • WoodTrust Financial bought 537 Vanguard Intermediate-Term Bond ETF shares in Q3 2026, an estimated $40.4K.
  • Vanguard Intermediate-Term Bond ETF made up 0.04% of WoodTrust Financial's portfolio in Q3 2026, its #147 holding.
  • WoodTrust Financial first reported a position in Vanguard Intermediate-Term Bond ETF in Q3 2024 and has held it in 8 quarters since.
  • WoodTrust Financial's Vanguard Intermediate-Term Bond ETF position peaked at $875K in Q4 2025.
  • 90 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2026.

Based on WoodTrust Financial's 13F filing for Q3 2026, filed 9 Oct 2026.