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LCW Services’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

LCW Services’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 		– Sell
-9,799
Closed -$763K – 40
2025
Q4 		$763K Buy
+9,799
New +$766K 0.41% 24

Other funds holding BIV

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

LCW Services's BIV Position: Q1 2026 in Review

LCW Services sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q1 2026, closing a stake of 9,799 shares — an estimated $763K sold.

LCW Services first reported a position in BIV in Q4 2025 and held it in 1 quarter. The position peaked at $763K in Q4 2025. 1,013 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

  • LCW Services reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q1 2026 after selling out during the quarter.
  • LCW Services sold 9,799 Vanguard Intermediate-Term Bond ETF shares in Q1 2026, an estimated $763K.
  • LCW Services first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2025 and held it in 1 quarter.
  • LCW Services's Vanguard Intermediate-Term Bond ETF position peaked at $763K in Q4 2025.
  • 1,013 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

Based on LCW Services's 13F filing for Q1 2026, filed 27 Apr 2026.