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 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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 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 $445B AUM 25.58% 1-Year Est. Return

WoodTrust Financial's BIV Position: Q2 2026 in Review

WoodTrust Financial increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 3.9% in Q2 2026, buying an estimated $12.5K and bringing the position to 4,295 shares worth $329K. The position accounts for 0.04% of the portfolio, ranked #145.

WoodTrust Financial first reported a position in BIV in Q3 2024 and has held it in 7 quarters since. The position peaked at $875K in Q4 2025. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

WoodTrust Financial held 4,295 shares of Vanguard Intermediate-Term Bond ETF worth $329K as of Q2 2026.
WoodTrust Financial bought 163 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $12.5K.
Vanguard Intermediate-Term Bond ETF made up 0.04% of WoodTrust Financial's portfolio in Q2 2026, its #145 holding.
WoodTrust Financial first reported a position in Vanguard Intermediate-Term Bond ETF in Q3 2024 and has held it in 7 quarters since.
WoodTrust Financial's Vanguard Intermediate-Term Bond ETF position peaked at $875K in Q4 2025.
1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on WoodTrust Financial's 13F filing for Q2 2026, filed 27 Jul 2026.