Woodward Diversified Capital’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Woodward Diversified Capital’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	–	Sell	-4,181	Closed	-$326K	–	186
2025 Q4	$326K	Sell	4,181 -3,349	-44%	-$262K	0.15%	130
2025 Q3	$588K	Sell	7,530 -6,731	-47%	-$521K	0.27%	91
2025 Q2	$1.1M	Buy	14,261 +7,181	+101%	+$547K	0.56%	43
2025 Q1	$542K	Buy	7,080 +3,477	+97%	+$262K	0.38%	64
2024 Q4	$269K	Buy	3,603 +587	+19%	+$44.6K	0.2%	99
2024 Q3	$236K	Buy	+3,016	New	+$233K	0.15%	146
2024 Q1	–	Sell	-11,390	Closed	-$870K	–	153
2023 Q4	$870K	Buy	+11,390	New	+$834K	0.55%	49
2023 Q3	–	Sell	-16,457	Closed	-$1.24M	–	153
2023 Q2	$1.24M	Buy	+16,457	New	+$1.25M	0.93%	28
2021 Q1	–	Sell	-2,560	Closed	-$238K	–	209
2020 Q4	$238K	Buy	+2,560	New	+$238K	0.15%	133

Other funds holding BIV

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Woodward Diversified Capital's BIV Position: Q1 2026 in Review

Woodward Diversified Capital sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q1 2026, closing a stake of 4,181 shares — an estimated $326K sold.

Woodward Diversified Capital first reported a position in BIV in Q4 2020 and held it in 9 quarters. The position peaked at $1.24M in Q2 2023. 1,006 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

Woodward Diversified Capital reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q1 2026 after selling out during the quarter.
Woodward Diversified Capital sold 4,181 Vanguard Intermediate-Term Bond ETF shares in Q1 2026, an estimated $326K.
Woodward Diversified Capital first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2020 and held it in 9 quarters.
Woodward Diversified Capital's Vanguard Intermediate-Term Bond ETF position peaked at $1.24M in Q2 2023.
1,006 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

Based on Woodward Diversified Capital's 13F filing for Q1 2026, filed 24 Apr 2026.