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B. Riley Wealth Advisors’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

B. Riley Wealth Advisors’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 		$1.8M Sell
23,351
-388
-2% -$29.8K 0.1% 197
2026
Q1 		$1.83M Buy
23,739
+228
+1% +$17.7K 0.12% 174
2025
Q4 		$1.83M Sell
23,511
-2,253
-9% -$176K 0.08% 220
2025
Q3 		$2.01M Sell
25,764
-1,006
-4% -$77.9K 0.09% 202
2025
Q2 		$2.07M Buy
+26,770
New +$2.04M 0.1% 203
2024
Q4 		$4.38M Sell
58,633
-8,631
-13% -$656K 0.14% 155
2024
Q3 		$5.25M Sell
67,264
-2,288
-3% -$176K 0.15% 155
2024
Q2 		$5.21M Sell
69,552
-34,961
-33% -$2.6M 0.13% 159
2024
Q1 		$7.56M Buy
104,513
+20,566
+24% +$1.55M 0.2% 107
2023
Q4 		$6.41M Sell
83,947
-20,566
-20% -$1.51M 0.17% 129
2023
Q3 		$7.56M Buy
104,513
+1,203
+1% +$89K 0.2% 107
2023
Q2 		$7.77M Sell
103,310
-6,642
-6% -$506K 0.17% 122
2023
Q1 		$8.44M Buy
109,952
+3,637
+3% +$275K 0.22% 96
2022
Q4 		$7.9M Buy
106,315
+7,522
+8% +$557K 0.22% 100
2022
Q3 		$7.26M Buy
98,793
+9,375
+10% +$725K 0.22% 96
2022
Q2 		$6.94M Sell
89,418
-443
-0.5% -$34.7K 0.29% 77
2022
Q1 		$7.36M Buy
89,861
+6,453
+8% +$545K 0.24% 88
2021
Q4 		$7.31M Buy
83,408
+2,067
+3% +$183K 0.21% 103
2021
Q3 		$7.28M Buy
81,341
+4,394
+6% +$398K 0.23% 93
2021
Q2 		$6.92M Buy
76,947
+6,246
+9% +$558K 0.22% 100
2021
Q1 		$6.27M Sell
70,701
-11,448
-14% -$1.04M 0.22% 101
2020
Q4 		$7.63M Sell
82,149
-94,787
-54% -$8.83M 0.41% 56
2020
Q3 		$16.5M Buy
176,936
+9,780
+6% +$916K 0.88% 18
2020
Q2 		$15.6M Buy
167,156
+21,167
+14% +$1.94M 1.04% 15
2020
Q1 		$13M Buy
145,989
+66,254
+83% +$5.88M 1.11% 14
2019
Q4 		$6.96M Buy
79,735
+3,950
+5% +$346K 0.59% 35
2019
Q3 		$6.67M Buy
75,785
+3,617
+5% +$316K 0.66% 25
2019
Q2 		$6.24M Buy
72,168
+5,834
+9% +$493K 0.68% 29
2019
Q1 		$5.57M Sell
66,334
-1,008
-1% -$83K 0.7% 28
2018
Q4 		$5.47M Sell
67,342
-3,973
-6% -$318K 0.78% 22
2018
Q3 		$5.74M Buy
71,315
+6,342
+10% +$513K 0.68% 24
2018
Q2 		$5.26M Buy
64,973
+3,121
+5% +$252K 0.7% 25
2018
Q1 		$5.06M Sell
61,852
-4,906
-7% -$402K 0.71% 21
2017
Q4 		$5.6M Buy
66,758
+751
+1% +$63.3K 0.76% 20
2017
Q3 		$5.59M Sell
66,007
-15,338
-19% -$1.3M 0.93% 20
2017
Q2 		$6.88M Buy
81,345
+538
+0.7% +$45.5K 1.25% 8
2017
Q1 		$6.76M Buy
80,807
+1,511
+2% +$126K 1.35% 6
2016
Q4 		$6.59M Sell
79,296
-2,079
-3% -$177K 1.34% 6
2016
Q3 		$5.32M Buy
81,375
+24,675
+44% +$2.17M 1.04% 7
2016
Q2 		$4.22M Buy
56,700
+19,992
+54% +$1.73M 0.85% 14
2016
Q1 		$3.17M Sell
36,708
-3,501
-9% -$297K 0.73% 25
2015
Q4 		$3.34M Buy
40,209
+34,552
+611% +$2.91M 0.68% 25
2015
Q3 		$481K Buy
5,657
+2,585
+84% +$218K 0.12% 239
2015
Q2 		$259K Sell
3,072
-3,501
-53% -$298K 0.06% 376
2015
Q1 		$567K Sell
6,573
-2,239
-25% -$192K 0.14% 193
2014
Q4 		$4.21K Buy
+8,812
New +$749K 0.09% 285
2014
Q3 		– Sell
-2,346
Closed -$199K – 777
2014
Q2 		$199K Buy
2,346
+142
+6% +$11.9K 0.05% 454
2014
Q1 		$184K Sell
2,204
-350
-14% -$29.1K 0.06% 417
2013
Q4 		$209K Sell
2,554
-350
-12% -$29.2K 0.07% 330
2013
Q3 		$242K Sell
2,904
-96
-3% -$7.96K 0.08% 275
2013
Q2 		$250K Buy
+3,000
New +$261K 0.08% 267

Other funds holding BIV

RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DWS
Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 20.96% 1-Year Est. Return
SFMG
Sage Financial Management Group Mclean, Virginia $364M AUM 15.61% 1-Year Est. Return
VFP
Verus Financial Partners Richmond, Virginia $1.17B AUM 15.91% 1-Year Est. Return
SCA
Scott Capital Advisors Portland, Oregon $639M AUM 14.51% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $587M AUM 27.44% 1-Year Est. Return
B
BetterWealth San Jose, California $565M AUM 23.16% 1-Year Est. Return
FMTCOCP
Farmers & Merchants Trust Co of Chambersburg PA Chambersburg, Pennsylvania $394M AUM 18.41% 1-Year Est. Return

B. Riley Wealth Advisors's BIV Position: Q2 2026 in Review

B. Riley Wealth Advisors reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 1.6% in Q2 2026, selling an estimated $29.8K and leaving 23,351 shares worth $1.8M. The position accounts for 0.1% of the portfolio, ranked #197.

B. Riley Wealth Advisors first reported a position in BIV in Q2 2013 and has held it in 51 quarters since. The position peaked at $16.5M in Q3 2020. 361 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • B. Riley Wealth Advisors held 23,351 shares of Vanguard Intermediate-Term Bond ETF worth $1.8M as of Q2 2026.
  • B. Riley Wealth Advisors sold 388 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $29.8K.
  • Vanguard Intermediate-Term Bond ETF made up 0.1% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #197 holding.
  • B. Riley Wealth Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2013 and has held it in 51 quarters since.
  • B. Riley Wealth Advisors's Vanguard Intermediate-Term Bond ETF position peaked at $16.5M in Q3 2020.
  • 361 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.