Arax Advisory Partners’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Arax Advisory Partners’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	$5.78M	Buy	74,912 +7,479	+11%	+$582K	0.16%	124
2025 Q4	$5.25M	Buy	+67,433	New	+$5.27M	0.15%	119
2025 Q3	–	Sell	-64,510	Closed	-$5.02M	–	3661
2025 Q2	$5.02M	Buy	64,510 +1,536	+2%	+$117K	0.23%	82
2025 Q1	$4.82M	Buy	62,974 +22,627	+56%	+$1.71M	0.31%	60
2024 Q4	$3.02M	Sell	40,347 -13,319	-25%	-$1.01M	0.19%	86
2024 Q3	$4.21M	Buy	53,666 +2,576	+5%	+$199K	0.38%	40
2024 Q2	$3.83M	Buy	51,090 +2,091	+4%	+$155K	0.37%	43
2024 Q1	$3.69M	Buy	48,999 +4,002	+9%	+$302K	0.39%	43
2023 Q4	$3.44M	Sell	44,997 -225	-0.5%	-$16.5K	0.38%	46
2023 Q3	$3.27M	Buy	45,222 +498	+1%	+$36.8K	0.41%	44
2023 Q2	$3.36M	Buy	44,724 +2,339	+6%	+$178K	0.43%	40
2023 Q1	$3.25M	Buy	42,385 +1,327	+3%	+$101K	0.43%	40
2022 Q4	$3.05M	Buy	41,058 +510	+1%	+$37.8K	0.42%	41
2022 Q3	$2.98M	Buy	40,548 +881	+2%	+$68.2K	0.47%	35
2022 Q2	$3.08M	Buy	39,667 +1,325	+3%	+$104K	0.47%	37
2022 Q1	$3.14M	Buy	38,342 +1,849	+5%	+$156K	0.42%	39
2021 Q4	$3.2M	Buy	36,493 +2,143	+6%	+$190K	0.41%	37
2021 Q3	$3.07M	Buy	34,350 +1,310	+4%	+$119K	0.42%	39
2021 Q2	$2.97M	Buy	+33,040	New	+$2.95M	0.41%	43
2020 Q4	$2.4M	Buy	25,892 +1,597	+7%	+$149K	0.36%	43
2020 Q3	$2.27M	Buy	24,295 +1,901	+8%	+$178K	0.38%	43
2020 Q2	$2.09M	Buy	22,394 +8,064	+56%	+$738K	0.37%	42
2020 Q1	$1.28M	Buy	14,330 +235	+2%	+$20.8K	0.3%	43
2019 Q4	$1.23M	Buy	14,095 +1,635	+13%	+$143K	0.35%	31
2019 Q3	$1.1M	Buy	12,460 +1,125	+10%	+$98.3K	0.33%	32
2019 Q2	$980K	Buy	+11,335	New	+$958K	0.33%	36
2018 Q4	$554K	Buy	6,811 +1,889	+38%	+$151K	0.22%	54
2018 Q3	$396K	Buy	+4,922	New	+$398K	0.16%	72

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

Arax Advisory Partners's BIV Position: Q1 2026 in Review

Arax Advisory Partners increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 11% in Q1 2026, buying an estimated $582K and bringing the position to 74,912 shares worth $5.78M. The position accounts for 0.16% of the portfolio, ranked #124.

Arax Advisory Partners first reported a position in BIV in Q3 2018 and has held it in 28 quarters since. 1,006 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

Arax Advisory Partners held 74,912 shares of Vanguard Intermediate-Term Bond ETF worth $5.78M as of Q1 2026.
Arax Advisory Partners bought 7,479 Vanguard Intermediate-Term Bond ETF shares in Q1 2026, an estimated $582K.
Vanguard Intermediate-Term Bond ETF made up 0.16% of Arax Advisory Partners's portfolio in Q1 2026, its #124 holding.
Arax Advisory Partners first reported a position in Vanguard Intermediate-Term Bond ETF in Q3 2018 and has held it in 28 quarters since.
1,006 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

Based on Arax Advisory Partners's 13F filing for Q1 2026, filed 13 May 2026.