Austin Asset Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Austin Asset 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	$23.7M	Buy	306,559 +122,034	+66%	+$9.5M	3.89%	6
2025 Q4	$14.4M	Buy	184,525 +24,814	+16%	+$1.94M	2.36%	11
2025 Q3	$12.5M	Sell	159,711 -1,273	-0.8%	-$98.6K	2.27%	13
2025 Q2	$12.5M	Buy	160,984 +3,566	+2%	+$272K	2.43%	12
2025 Q1	$12.1M	Buy	157,418 +9,487	+6%	+$716K	2.51%	11
2024 Q4	$11.1M	Buy	147,931 +9,761	+7%	+$742K	2.2%	11
2024 Q3	$10.8M	Buy	138,170 +8,465	+7%	+$653K	2.11%	10
2024 Q2	$9.71M	Buy	129,705 +4,474	+4%	+$332K	1.99%	11
2024 Q1	$9.44M	Buy	125,231 +5,618	+5%	+$423K	2.01%	12
2023 Q4	$9.14M	Buy	119,613 +4,831	+4%	+$354K	2.41%	11
2023 Q3	$8.3M	Buy	114,782 +2,883	+3%	+$213K	2.42%	11
2023 Q2	$8.42M	Buy	111,899 +578	+0.5%	+$44K	2.39%	10
2023 Q1	$8.54M	Buy	111,321 +1,653	+2%	+$125K	2.74%	9
2022 Q4	$8.06M	Hold	109,668	–	–	2.9%	8
2022 Q3	$8.06M	Sell	109,668 -1,255	-1%	-$97.1K	2.9%	8
2022 Q2	$8.61M	Buy	110,923 +40	+0%	+$3.14K	3.07%	8
2022 Q1	$9.08M	Buy	110,883 +4,318	+4%	+$365K	2.88%	8
2021 Q4	$9.34M	Buy	+106,565	New	+$9.45M	2.91%	8

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 $1.62B AUM 8.33% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Austin Asset Management's BIV Position: Q1 2026 in Review

Austin Asset Management increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 66% in Q1 2026, buying an estimated $9.5M and bringing the position to 306,559 shares worth $23.7M. The position accounts for 3.89% of the portfolio, ranked #6.

Austin Asset Management first reported a position in BIV in Q4 2021 and has held it in 18 quarters since. 1,006 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

Austin Asset Management held 306,559 shares of Vanguard Intermediate-Term Bond ETF worth $23.7M as of Q1 2026.
Austin Asset Management bought 122,034 Vanguard Intermediate-Term Bond ETF shares in Q1 2026, an estimated $9.5M.
Vanguard Intermediate-Term Bond ETF made up 3.89% of Austin Asset Management's portfolio in Q1 2026, its #6 holding.
Austin Asset Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2021 and has held it in 18 quarters since.
1,006 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

Based on Austin Asset Management's 13F filing for Q1 2026, filed 29 Apr 2026.