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

Western 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 		$3.52M Buy
45,635
+41,788
+1,086% +$3.25M 0.13% 157
2025
Q4 		$300K Buy
3,847
+189
+5% +$14.8K 0.01% 659
2025
Q3 		$286K Sell
3,658
-1,052
-22% -$81.4K 0.02% 613
2025
Q2 		$364K Buy
4,710
+571
+14% +$43.5K 0.02% 507
2025
Q1 		$317K Sell
4,139
-2,241
-35% -$169K 0.02% 517
2024
Q4 		$477K Sell
6,380
-26,223
-80% -$1.99M 0.03% 394
2024
Q3 		$2.56M Buy
32,603
+26,260
+414% +$2.02M 0.15% 142
2024
Q2 		$475K Buy
6,343
+49
+0.8% +$3.64K 0.04% 381
2024
Q1 		$475K Sell
6,294
-18,360
-74% -$1.38M 0.04% 379
2023
Q4 		$1.88M Sell
24,654
-3,227
-12% -$236K 0.14% 160
2023
Q3 		$2.02M Buy
27,881
+2,860
+11% +$212K 0.17% 125
2023
Q2 		$1.88M Buy
25,021
+2,034
+9% +$155K 0.16% 136
2023
Q1 		$1.76M Buy
22,987
+6,682
+41% +$506K 0.16% 145
2022
Q4 		$1.21M Sell
16,305
-23,144
-59% -$1.71M 0.12% 186
2022
Q3 		$2.89M Sell
39,449
-10,713
-21% -$829K 0.17% 139
2022
Q2 		$3.88M Buy
50,162
+2,866
+6% +$225K 0.22% 100
2022
Q1 		$3.87M Buy
47,296
+44,498
+1,590% +$3.76M 0.19% 122
2021
Q4 		$247K Buy
+2,798
New +$248K 0.02% 520
2021
Q1 		– Sell
-2,406
Closed -$223K – 514
2020
Q4 		$223K Buy
2,406
+87
+4% +$8.1K 0.03% 423
2020
Q3 		$217K Buy
2,319
+6
+0.3% +$562 0.04% 397
2020
Q2 		$216K Buy
+2,313
New +$212K 0.04% 374

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

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

Western Wealth Management increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 1,086% in Q1 2026, buying an estimated $3.25M and bringing the position to 45,635 shares worth $3.52M. The position accounts for 0.13% of the portfolio, ranked #157.

Western Wealth Management first reported a position in BIV in Q2 2020 and has held it in 21 quarters since. The position peaked at $3.88M in Q2 2022. 1,005 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

  • Western Wealth Management held 45,635 shares of Vanguard Intermediate-Term Bond ETF worth $3.52M as of Q1 2026.
  • Western Wealth Management bought 41,788 Vanguard Intermediate-Term Bond ETF shares in Q1 2026, an estimated $3.25M.
  • Vanguard Intermediate-Term Bond ETF made up 0.13% of Western Wealth Management's portfolio in Q1 2026, its #157 holding.
  • Western Wealth Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2020 and has held it in 21 quarters since.
  • Western Wealth Management's Vanguard Intermediate-Term Bond ETF position peaked at $3.88M in Q2 2022.
  • 1,005 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.