Austin Private Wealth’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Austin Private Wealth’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
2025 Q4	$535K	Sell	6,868 -18,498	-73%	-$1.45M	0.04%	167
2025 Q3	$1.98M	Sell	25,366 -12,055	-32%	-$933K	0.15%	77
2025 Q2	$2.89M	Sell	37,421 -99,267	-73%	-$7.56M	0.23%	61
2025 Q1	$10.5M	Sell	136,688 -183,024	-57%	-$13.8M	0.94%	27
2024 Q4	$23.9M	Sell	319,712 -38,391	-11%	-$2.92M	2.21%	12
2024 Q3	$28.1M	Sell	358,103 -6,877	-2%	-$530K	2.7%	10
2024 Q2	$27.3M	Sell	364,980 -6,952	-2%	-$517K	2.94%	9
2024 Q1	$27.8M	Sell	371,932 -27,298	-7%	-$2.06M	3.19%	10
2023 Q4	$30.5M	Sell	399,230 -41,548	-9%	-$3.04M	3.85%	6
2023 Q3	$31.9M	Buy	440,778 +10,219	+2%	+$756K	4.61%	5
2023 Q2	$32.4M	Buy	430,559 +18,471	+4%	+$1.41M	4.68%	7
2023 Q1	$31.6M	Buy	412,088 +10,384	+3%	+$786K	5.05%	5
2022 Q4	$29.9M	Buy	401,704 +214,158	+114%	+$15.9M	5.23%	6
2022 Q3	$13.8M	Buy	+187,546	New	+$14.5M	2.89%	10
2022 Q2	–	Sell	-2,554	Closed	-$209K	–	147
2022 Q1	$209K	Hold	2,554	–	–	0.04%	126
2021 Q4	$224K	Hold	2,554	–	–	0.04%	132
2021 Q3	$228K	Hold	2,554	–	–	0.05%	120
2021 Q2	$230K	Hold	2,554	–	–	0.05%	115
2021 Q1	$227K	Hold	2,554	–	–	0.06%	105
2020 Q4	$237K	Hold	2,554	–	–	0.07%	99
2020 Q3	$239K	Hold	2,554	–	–	0.09%	81
2020 Q2	$238K	Hold	2,554	–	–	0.1%	72
2020 Q1	$228K	Sell	2,554 -451	-15%	-$40K	0.14%	64
2019 Q4	$262K	Buy	+3,005	New	+$263K	0.14%	65

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

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

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

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

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

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

Austin Private Wealth's BIV Position: Q4 2025 in Review

Austin Private Wealth reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 73% in Q4 2025, selling an estimated $1.45M and leaving 6,868 shares worth $535K. The position accounts for 0.04% of the portfolio, ranked #167.

Austin Private Wealth first reported a position in BIV in Q4 2019 and has held it in 24 quarters since. The position peaked at $32.4M in Q2 2023. 978 funds tracked by Wall St. Rank hold BIV as of Q4 2025.

Austin Private Wealth held 6,868 shares of Vanguard Intermediate-Term Bond ETF worth $535K as of Q4 2025.
Austin Private Wealth sold 18,498 Vanguard Intermediate-Term Bond ETF shares in Q4 2025, an estimated $1.45M.
Vanguard Intermediate-Term Bond ETF made up 0.04% of Austin Private Wealth's portfolio in Q4 2025, its #167 holding.
Austin Private Wealth first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2019 and has held it in 24 quarters since.
Austin Private Wealth's Vanguard Intermediate-Term Bond ETF position peaked at $32.4M in Q2 2023.
978 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q4 2025.

Based on Austin Private Wealth's 13F filing for Q4 2025, filed 20 Jan 2026.