Hazlett, Burt & Watson’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Hazlett, Burt & Watson’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	$12K	Hold	155	–	–	﹤0.01%	658
2025 Q4	$12K	Hold	155	–	–	﹤0.01%	674
2025 Q3	$12K	Buy	155 +30	+24%	+$2.32K	﹤0.01%	632
2025 Q2	$10K	Sell	125 -45	-26%	-$3.43K	﹤0.01%	583
2025 Q1	$13K	Sell	170 -175	-51%	-$13.2K	0.01%	539
2024 Q4	$26K	Buy	345 +126	+58%	+$9.58K	0.01%	433
2024 Q3	$18K	Buy	219 +1	+0.5%	+$77	0.01%	476
2024 Q2	$16K	Buy	218 +1	+0.5%	+$74	0.01%	474
2024 Q1	$16K	Hold	217	–	–	0.01%	461
2023 Q4	$16K	Buy	217 +1	+0.5%	+$73	0.01%	441
2023 Q3	$15K	Sell	216 -109	-34%	-$8.06K	0.01%	448
2023 Q2	$24K	Buy	+325	New	+$24.8K	0.02%	387
2022 Q3	–	Sell	-174	Closed	-$14K	–	621
2022 Q2	$14K	Sell	174 -1,239	-88%	-$97.2K	0.01%	415
2022 Q1	$115K	Buy	+1,413	New	+$119K	0.09%	196

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

Hazlett, Burt & Watson's BIV Position: Q1 2026 in Review

Hazlett, Burt & Watson held its Vanguard Intermediate-Term Bond ETF (BIV) position steady in Q1 2026 at 155 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #658.

Hazlett, Burt & Watson first reported a position in BIV in Q1 2022 and has held it in 14 quarters since. The position peaked at $115K in Q1 2022. 1,006 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

Hazlett, Burt & Watson held 155 shares of Vanguard Intermediate-Term Bond ETF worth $12K as of Q1 2026.
Hazlett, Burt & Watson left its Vanguard Intermediate-Term Bond ETF share count unchanged in Q1 2026.
Vanguard Intermediate-Term Bond ETF made up ﹤0.01% of Hazlett, Burt & Watson's portfolio in Q1 2026, its #658 holding.
Hazlett, Burt & Watson first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2022 and has held it in 14 quarters since.
Hazlett, Burt & Watson's Vanguard Intermediate-Term Bond ETF position peaked at $115K in Q1 2022.
1,006 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q1 2026, filed 14 May 2026.