Vista Cima Wealth Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Vista Cima 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
2026 Q1	$1.16M	Sell	15,013 -1,244	-8%	-$96.8K	1.14%	25
2025 Q4	$1.27M	Buy	16,257 +12	+0.1%	+$938	1.06%	23
2025 Q3	$1.27M	Buy	16,245 +591	+4%	+$45.8K	1.06%	22
2025 Q2	$1.21M	Sell	15,654 -98	-0.6%	-$7.46K	1.13%	22
2025 Q1	$1.21M	Buy	15,752 +1,277	+9%	+$96.3K	1.3%	21
2024 Q4	$1.08M	Buy	+14,475	New	+$1.1M	1.12%	24

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

Vista Cima Wealth Management's BIV Position: Q1 2026 in Review

Vista Cima Wealth Management reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 7.7% in Q1 2026, selling an estimated $96.8K and leaving 15,013 shares worth $1.16M. The position accounts for 1.14% of the portfolio, ranked #25.

Vista Cima Wealth Management first reported a position in BIV in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.27M in Q3 2025. 1,005 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

Vista Cima Wealth Management held 15,013 shares of Vanguard Intermediate-Term Bond ETF worth $1.16M as of Q1 2026.
Vista Cima Wealth Management sold 1,244 Vanguard Intermediate-Term Bond ETF shares in Q1 2026, an estimated $96.8K.
Vanguard Intermediate-Term Bond ETF made up 1.14% of Vista Cima Wealth Management's portfolio in Q1 2026, its #25 holding.
Vista Cima Wealth Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2024 and has held it in 6 quarters since.
Vista Cima Wealth Management's Vanguard Intermediate-Term Bond ETF position peaked at $1.27M in Q3 2025.
1,005 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

Based on Vista Cima Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.