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

CWA Asset Management Group’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
Q2 		$403K Sell
5,259
-1,465
-22% -$112K 0.01% 533
2026
Q1 		$519K Sell
6,724
-836
-11% -$65.1K 0.02% 479
2025
Q4 		$589K Sell
7,560
-225
-3% -$17.6K 0.02% 433
2025
Q3 		$608K Sell
7,785
-635
-8% -$49.2K 0.02% 438
2025
Q2 		$651K Sell
8,420
-2
-0% -$152 0.03% 411
2025
Q1 		$645K Sell
8,422
-4
-0% -$302 0.03% 383
2024
Q4 		$630K Sell
8,426
-4
-0% -$304 0.03% 344
2024
Q3 		$661K Buy
+8,430
New +$650K 0.04% 319
2024
Q1 		$648K Buy
8,593
+909
+12% +$68.5K 0.04% 286
2023
Q4 		$587K Sell
7,684
-311
-4% -$22.8K 0.04% 232
2023
Q3 		$578K Sell
7,995
-592
-7% -$43.8K 0.04% 195
2023
Q2 		$646K Buy
8,587
+73
+0.9% +$5.56K 0.04% 170
2023
Q1 		$653K Sell
8,514
-408
-5% -$30.9K 0.05% 163
2022
Q4 		$663K Buy
8,922
+97
+1% +$7.19K 0.05% 166
2022
Q3 		$648K Sell
8,825
-2,349
-21% -$182K 0.06% 149
2022
Q2 		$868K Buy
11,174
+1,098
+11% +$86.1K 0.08% 132
2022
Q1 		$825K Buy
10,076
+535
+6% +$45.2K 0.06% 140
2021
Q4 		$836K Sell
9,541
-68
-0.7% -$6.03K 0.06% 143
2021
Q3 		$859K Buy
9,609
+286
+3% +$25.9K 0.07% 139
2021
Q2 		$837K Sell
9,323
-346
-4% -$30.9K 0.07% 137
2021
Q1 		$858K Sell
9,669
-5,082
-34% -$462K 0.08% 134
2020
Q4 		$1.37M Buy
14,751
+11,647
+375% +$1.08M 0.14% 107
2020
Q3 		$290K Buy
+3,104
New +$291K 0.04% 174
2018
Q1 		– Sell
-2,547
Closed -$214K – 193
2017
Q4 		$214K Hold
2,547
– – 0.06% 160
2017
Q3 		$216K Buy
+2,547
New +$216K 0.06% 153

Other funds holding BIV

RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DWS
Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 20.96% 1-Year Est. Return
SFMG
Sage Financial Management Group Mclean, Virginia $364M AUM 15.61% 1-Year Est. Return
VFP
Verus Financial Partners Richmond, Virginia $1.17B AUM 15.91% 1-Year Est. Return
SCA
Scott Capital Advisors Portland, Oregon $639M AUM 14.51% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $587M AUM 27.44% 1-Year Est. Return
B
BetterWealth San Jose, California $565M AUM 23.16% 1-Year Est. Return
FMTCOCP
Farmers & Merchants Trust Co of Chambersburg PA Chambersburg, Pennsylvania $394M AUM 18.41% 1-Year Est. Return
LA
LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return

CWA Asset Management Group's BIV Position: Q2 2026 in Review

CWA Asset Management Group reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 22% in Q2 2026, selling an estimated $112K and leaving 5,259 shares worth $403K. The position accounts for 0.01% of the portfolio, ranked #533.

CWA Asset Management Group first reported a position in BIV in Q3 2017 and has held it in 25 quarters since. The position peaked at $1.37M in Q4 2020. 347 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • CWA Asset Management Group held 5,259 shares of Vanguard Intermediate-Term Bond ETF worth $403K as of Q2 2026.
  • CWA Asset Management Group sold 1,465 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $112K.
  • Vanguard Intermediate-Term Bond ETF made up 0.01% of CWA Asset Management Group's portfolio in Q2 2026, its #533 holding.
  • CWA Asset Management Group first reported a position in Vanguard Intermediate-Term Bond ETF in Q3 2017 and has held it in 25 quarters since.
  • CWA Asset Management Group's Vanguard Intermediate-Term Bond ETF position peaked at $1.37M in Q4 2020.
  • 347 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on CWA Asset Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.