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 Q2	$3.66M	Buy	47,741 +2,106	+5%	+$162K	0.12%	173
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 -43,718	-91%	-$3.3M	0.02%	517
2024 Q4	$3.58M	Buy	47,857 +15,254	+47%	+$1.16M	0.19%	108
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 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

Western Wealth Management's BIV Position: Q2 2026 in Review

Western Wealth Management increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 4.6% in Q2 2026, buying an estimated $162K and bringing the position to 47,741 shares worth $3.66M. The position accounts for 0.12% of the portfolio, ranked #173.

Western Wealth Management first reported a position in BIV in Q2 2020 and has held it in 22 quarters since. The position peaked at $3.88M in Q2 2022. 1,020 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

Western Wealth Management held 47,741 shares of Vanguard Intermediate-Term Bond ETF worth $3.66M as of Q2 2026.
Western Wealth Management bought 2,106 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $162K.
Vanguard Intermediate-Term Bond ETF made up 0.12% of Western Wealth Management's portfolio in Q2 2026, its #173 holding.
Western Wealth Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2020 and has held it in 22 quarters since.
Western Wealth Management's Vanguard Intermediate-Term Bond ETF position peaked at $3.88M in Q2 2022.
1,020 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.