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

Wealth Management Associates’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	$2.96M	Buy	38,309 +1,117	+3%	+$87K	1.02%	22
2025 Q4	$2.9M	Buy	37,192 +1,623	+5%	+$127K	1.01%	24
2025 Q3	$2.78M	Buy	35,569 +1,878	+6%	+$145K	0.99%	26
2025 Q2	$2.61M	Buy	33,691 +1,032	+3%	+$78.6K	1.01%	25
2025 Q1	$2.5M	Buy	32,659 +2,436	+8%	+$184K	1.07%	22
2024 Q4	$2.26M	Buy	30,223 +700	+2%	+$53.2K	0.97%	25
2024 Q3	$2.31M	Buy	29,523 +967	+3%	+$74.6K	1.02%	23
2024 Q2	$2.14M	Hold	28,556	–	–	1%	21
2024 Q1	$2.14M	Buy	28,556 +841	+3%	+$63.4K	1%	21
2023 Q4	$2.12M	Sell	27,715 -943	-3%	-$69.1K	1.12%	18
2023 Q3	$2.07M	Buy	28,658 +325	+1%	+$24K	1.21%	17
2023 Q2	$2.13M	Buy	28,333 +1,997	+8%	+$152K	1.21%	17
2023 Q1	$2.02M	Buy	26,336 +6,830	+35%	+$517K	1.25%	18
2022 Q4	$1.45M	Buy	19,506 +4,044	+26%	+$300K	0.97%	24
2022 Q3	$1.14M	Buy	+15,462	New	+$1.2M	0.8%	30

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

Wealth Management Associates's BIV Position: Q1 2026 in Review

Wealth Management Associates increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 3% in Q1 2026, buying an estimated $87K and bringing the position to 38,309 shares worth $2.96M. The position accounts for 1.02% of the portfolio, ranked #22.

Wealth Management Associates first reported a position in BIV in Q3 2022 and has held it in 15 quarters since. 1,005 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

Wealth Management Associates held 38,309 shares of Vanguard Intermediate-Term Bond ETF worth $2.96M as of Q1 2026.
Wealth Management Associates bought 1,117 Vanguard Intermediate-Term Bond ETF shares in Q1 2026, an estimated $87K.
Vanguard Intermediate-Term Bond ETF made up 1.02% of Wealth Management Associates's portfolio in Q1 2026, its #22 holding.
Wealth Management Associates first reported a position in Vanguard Intermediate-Term Bond ETF in Q3 2022 and has held it in 15 quarters since.
1,005 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

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