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RWA Wealth Partners’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

RWA Wealth Partners’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 		$700K Sell
9,065
-2,053
-18% -$160K 0.01% 395
2025
Q4 		$866K Buy
11,118
+41
+0.4% +$3.21K 0.01% 359
2025
Q3 		$865K Buy
11,077
+17
+0.2% +$1.32K 0.01% 362
2025
Q2 		$855K Buy
11,060
+16
+0.1% +$1.22K 0.01% 351
2025
Q1 		$846K Buy
11,044
+1,821
+20% +$137K 0.01% 349
2024
Q4 		$689K Buy
9,223
+20
+0.2% +$1.52K 0.01% 375
2024
Q3 		$721K Buy
9,203
+15
+0.2% +$1.16K 0.01% 364
2024
Q2 		$688K Sell
9,188
-2,301
-20% -$171K 0.01% 352
2024
Q1 		$866K Buy
11,489
+9
+0.1% +$678 0.01% 323
2023
Q4 		$877K Buy
11,480
+1,585
+16% +$116K 0.01% 309
2023
Q3 		$716K Buy
9,895
+12
+0.1% +$888 0.02% 222
2023
Q2 		$744K Sell
9,883
-3,134
-24% -$239K 0.02% 192
2023
Q1 		$999K Buy
13,017
+6
+0% +$454 0.02% 131
2022
Q4 		$992K Sell
13,011
-27,732
-68% -$2.05M 0.02% 132
2022
Q3 		$2.99M Buy
40,743
+20,352
+100% +$1.57M 0.21% 77
2022
Q2 		$1.58M Sell
20,391
-260,684
-93% -$20.4M 0.11% 101
2022
Q1 		$23M Buy
+281,075
New +$23.7M 1.49% 15
2021
Q2 		– Sell
-223,762
Closed -$19.9M – 243
2021
Q1 		$19.9M Buy
223,762
+221,294
+8,967% +$20.1M 1.6% 13
2020
Q4 		$229K Buy
+2,468
New +$230K 0.02% 216

Other funds holding BIV

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
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
Baird Financial Group
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RWA Wealth Partners's BIV Position: Q1 2026 in Review

RWA Wealth Partners reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 18% in Q1 2026, selling an estimated $160K and leaving 9,065 shares worth $700K. The position accounts for 0.01% of the portfolio, ranked #395.

RWA Wealth Partners first reported a position in BIV in Q4 2020 and has held it in 19 quarters since. The position peaked at $23M in Q1 2022. 1,005 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

  • RWA Wealth Partners held 9,065 shares of Vanguard Intermediate-Term Bond ETF worth $700K as of Q1 2026.
  • RWA Wealth Partners sold 2,053 Vanguard Intermediate-Term Bond ETF shares in Q1 2026, an estimated $160K.
  • Vanguard Intermediate-Term Bond ETF made up 0.01% of RWA Wealth Partners's portfolio in Q1 2026, its #395 holding.
  • RWA Wealth Partners first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2020 and has held it in 19 quarters since.
  • RWA Wealth Partners's Vanguard Intermediate-Term Bond ETF position peaked at $23M in Q1 2022.
  • 1,005 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

Based on RWA Wealth Partners's 13F filing for Q1 2026, filed 13 May 2026.