Birchbrook’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Birchbrook’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	$33.8K	Buy	441 +1	+0.2%	+$77	0.02%	147
2026 Q1	$34K	Hold	440	–	–	0.02%	142
2025 Q4	$34.3K	Buy	440 +1	+0.2%	+$78	0.02%	142
2025 Q3	$34.3K	Hold	439	–	–	0.02%	136
2025 Q2	$33.9K	Buy	439 +1	+0.2%	+$76	0.02%	134
2025 Q1	$33.5K	Hold	438	–	–	0.02%	131
2024 Q4	$32.7K	Buy	438 +1	+0.2%	+$76	0.02%	137
2024 Q3	$34.2K	Sell	437 -114	-21%	-$8.79K	0.02%	128
2024 Q2	$41.3K	Hold	551	–	–	0.02%	126
2024 Q1	$41.5K	Hold	551	–	–	0.02%	131
2023 Q4	$42.1K	Buy	+551	New	+$40.4K	0.03%	132

Other funds holding BIV

TLFA

True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return

Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return

RIA

Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

BCM Advisors Lafayette, Louisiana $514M AUM 20.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Birchbrook's BIV Position: Q2 2026 in Review

Birchbrook increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 0.23% in Q2 2026, buying an estimated $77 and bringing the position to 441 shares worth $33.8K. The position accounts for 0.02% of the portfolio, ranked #147.

Birchbrook first reported a position in BIV in Q4 2023 and has held it in 11 quarters since. The position peaked at $42.1K in Q4 2023. 508 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

Birchbrook held 441 shares of Vanguard Intermediate-Term Bond ETF worth $33.8K as of Q2 2026.
Birchbrook bought 1 Vanguard Intermediate-Term Bond ETF share in Q2 2026, an estimated $77.
Vanguard Intermediate-Term Bond ETF made up 0.02% of Birchbrook's portfolio in Q2 2026, its #147 holding.
Birchbrook first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2023 and has held it in 11 quarters since.
Birchbrook's Vanguard Intermediate-Term Bond ETF position peaked at $42.1K in Q4 2023.
508 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Birchbrook's 13F filing for Q2 2026, filed 9 Jul 2026.