Werba Rubin Papier Wealth Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Werba Rubin Papier 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 Q2	$1.99M	Buy	25,926 +1,716	+7%	+$132K	0.24%	60
2026 Q1	$1.87M	Buy	24,210 +4,584	+23%	+$357K	0.26%	57
2025 Q4	$1.53M	Buy	19,626 +2,618	+15%	+$205K	0.41%	43
2025 Q3	$1.33M	Sell	17,008 -15,818	-48%	-$1.22M	0.21%	61
2025 Q2	$2.54M	Buy	32,826 +736	+2%	+$56.1K	0.48%	36
2025 Q1	$2.46M	Buy	32,090 +1,146	+4%	+$86.5K	0.53%	35
2024 Q4	$2.31M	Buy	30,944 +3,468	+13%	+$264K	0.55%	34
2024 Q3	$2.15M	Buy	27,476 +1,682	+7%	+$130K	0.51%	35
2024 Q2	$1.93M	Buy	25,794 +13,029	+102%	+$968K	0.53%	34
2024 Q1	$962K	Buy	12,765 +8,406	+193%	+$634K	0.28%	49
2023 Q4	$333K	Sell	4,359 -4,198	-49%	-$307K	0.11%	77
2023 Q3	$619K	Sell	8,557 -55	-0.6%	-$4.07K	0.22%	53
2023 Q2	$648K	Buy	8,612 +914	+12%	+$69.6K	0.22%	51
2023 Q1	$591K	Sell	7,698 -24	-0.3%	-$1.82K	0.23%	53
2022 Q4	$574K	Buy	+7,722	New	+$572K	0.24%	44

Other funds holding BIV

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Werba Rubin Papier Wealth Management's BIV Position: Q2 2026 in Review

Werba Rubin Papier Wealth Management increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 7.1% in Q2 2026, buying an estimated $132K and bringing the position to 25,926 shares worth $1.99M. The position accounts for 0.24% of the portfolio, ranked #60.

Werba Rubin Papier Wealth Management first reported a position in BIV in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.54M in Q2 2025. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

Werba Rubin Papier Wealth Management held 25,926 shares of Vanguard Intermediate-Term Bond ETF worth $1.99M as of Q2 2026.
Werba Rubin Papier Wealth Management bought 1,716 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $132K.
Vanguard Intermediate-Term Bond ETF made up 0.24% of Werba Rubin Papier Wealth Management's portfolio in Q2 2026, its #60 holding.
Werba Rubin Papier Wealth Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2022 and has held it in 15 quarters since.
Werba Rubin Papier Wealth Management's Vanguard Intermediate-Term Bond ETF position peaked at $2.54M in Q2 2025.
1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Werba Rubin Papier Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.