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BOLTON SECURITIES CORPORATION’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

BOLTON SECURITIES CORPORATION’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 		$13.9K Buy
+180
New +$14K ﹤0.01% 1540
2025
Q3 		$68.5K Buy
+877
New +$67.9K ﹤0.01% 1075
2025
Q1 		$227K Buy
+2,961
New +$223K 0.01% 664

Other funds holding BIV

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
EP Wealth Advisors
EP Wealth Advisors Torrance, California $26.2B AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
True Link Financial Advisors
True Link Financial Advisors San Francisco, California $1.74B AUM 3.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's BIV Position: Q1 2026 in Review

BOLTON SECURITIES CORPORATION opened a new position in Vanguard Intermediate-Term Bond ETF (BIV) in Q1 2026: 180 shares worth $13.9K. The stake represents ﹤0.01% of the portfolio and ranks #1540 among its holdings. This is a return to the name: BOLTON SECURITIES CORPORATION previously reported a position in BIV as recently as Q3 2025.

BOLTON SECURITIES CORPORATION first reported a position in BIV in Q1 2025 and has held it in 3 quarters since. The position peaked at $227K in Q1 2025. 1,020 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

  • BOLTON SECURITIES CORPORATION held 180 shares of Vanguard Intermediate-Term Bond ETF worth $13.9K as of Q1 2026.
  • Vanguard Intermediate-Term Bond ETF was a new BOLTON SECURITIES CORPORATION position in Q1 2026.
  • Vanguard Intermediate-Term Bond ETF made up ﹤0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q1 2026, its #1540 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2025 and has held it in 3 quarters since.
  • BOLTON SECURITIES CORPORATION's Vanguard Intermediate-Term Bond ETF position peaked at $227K in Q1 2025.
  • 1,020 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q1 2026, filed 12 Nov 2026.