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

Westwood 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	–	Sell	-72,757	Closed	-$5.67M	–	53
2025 Q4	$5.67M	Buy	+72,757	New	+$5.69M	4.26%	3

Other funds holding BIV

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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 $1.73B AUM 9.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Westwood Wealth Management sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q1 2026, closing a stake of 72,757 shares — an estimated $5.67M sold.

Westwood Wealth Management first reported a position in BIV in Q4 2025 and held it in 1 quarter. The position peaked at $5.67M in Q4 2025. 1,007 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

Westwood Wealth Management reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q1 2026 after selling out during the quarter.
Westwood Wealth Management sold 72,757 Vanguard Intermediate-Term Bond ETF shares in Q1 2026, an estimated $5.67M.
Westwood Wealth Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2025 and held it in 1 quarter.
Westwood Wealth Management's Vanguard Intermediate-Term Bond ETF position peaked at $5.67M in Q4 2025.
1,007 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

Based on Westwood Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.