Barrett & Company’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Barrett & Company’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	$495K	Sell	6,412 -53	-0.8%	-$4.13K	0.17%	84
2025 Q4	$504K	Sell	6,465 -28	-0.4%	-$2.19K	0.17%	86
2025 Q3	$507K	Buy	6,493 +4	+0.1%	+$310	0.17%	86
2025 Q2	$502K	Buy	6,489 +2	+0%	+$152	0.19%	84
2025 Q1	$497K	Sell	6,487 -104	-2%	-$7.85K	0.21%	78
2024 Q4	$493K	Buy	6,591 +10	+0.2%	+$760	0.21%	77
2024 Q3	$516K	Buy	6,581 +153	+2%	+$11.8K	0.22%	79
2024 Q2	$481K	Buy	6,428 +107	+2%	+$7.95K	0.22%	76
2024 Q1	$477K	Buy	6,321 +66	+1%	+$4.97K	0.23%	79
2023 Q4	$478K	Buy	6,255 +7	+0.1%	+$513	0.26%	77
2023 Q3	$452K	Buy	6,248 +9	+0.1%	+$666	0.27%	77
2023 Q2	$469K	Buy	6,239 +34	+0.5%	+$2.59K	0.27%	74
2023 Q1	$476K	Buy	6,205 +83	+1%	+$6.29K	0.3%	70
2022 Q4	$455K	Hold	6,122	–	–	0.3%	71
2022 Q3	$455K	Buy	+6,122	New	+$474K	0.3%	71

Other funds holding BIV

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $1.62B AUM 8.33% 1-Year Est. Return

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

Barrett & Company's BIV Position: Q1 2026 in Review

Barrett & Company reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 0.82% in Q1 2026, selling an estimated $4.13K and leaving 6,412 shares worth $495K. The position accounts for 0.17% of the portfolio, ranked #84.

Barrett & Company first reported a position in BIV in Q3 2022 and has held it in 15 quarters since. The position peaked at $516K in Q3 2024. 1,005 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

Barrett & Company held 6,412 shares of Vanguard Intermediate-Term Bond ETF worth $495K as of Q1 2026.
Barrett & Company sold 53 Vanguard Intermediate-Term Bond ETF shares in Q1 2026, an estimated $4.13K.
Vanguard Intermediate-Term Bond ETF made up 0.17% of Barrett & Company's portfolio in Q1 2026, its #84 holding.
Barrett & Company first reported a position in Vanguard Intermediate-Term Bond ETF in Q3 2022 and has held it in 15 quarters since.
Barrett & Company's Vanguard Intermediate-Term Bond ETF position peaked at $516K in Q3 2024.
1,005 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

Based on Barrett & Company's 13F filing for Q1 2026, filed 4 May 2026.