CWM
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Congress Wealth Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Congress Wealth 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
2025
Q2 		$5.28M Sell
68,223
-1,308
-2% -$99.6K 0.05% 370
2025
Q1 		$5.32M Buy
69,531
+19,957
+40% +$1.51M 0.06% 322
2024
Q4 		$3.7M Buy
49,574
+481
+1% +$36.6K 0.05% 325
2024
Q3 		$3.85M Sell
49,093
-28,955
-37% -$2.23M 0.05% 330
2024
Q2 		$5.85M Sell
78,048
-4,879
-6% -$363K 0.09% 229
2024
Q1 		$6.25M Sell
82,927
-2,819
-3% -$212K 0.11% 206
2023
Q4 		$6.55M Buy
85,746
+3,538
+4% +$259K 0.12% 196
2023
Q3 		$5.94M Buy
+82,208
New +$6.08M 0.12% 194

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Goldman Sachs
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.62B AUM 8.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return