Brindle & Bay Financial Advisors’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Brindle & Bay Financial 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	$1.97M	Sell	25,689 -47,646	-65%	-$3.66M	0.99%	21
2026 Q1	$5.66M	Buy	73,335 +25,594	+54%	+$1.99M	3.47%	7
2025 Q4	$3.72M	Buy	+47,741	New	+$3.73M	2.47%	11

Other funds holding BIV

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 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 $445B AUM 25.58% 1-Year Est. Return

Brindle & Bay Financial Advisors's BIV Position: Q2 2026 in Review

Brindle & Bay Financial Advisors reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 65% in Q2 2026, selling an estimated $3.66M and leaving 25,689 shares worth $1.97M. The position accounts for 0.99% of the portfolio, ranked #21.

Brindle & Bay Financial Advisors first reported a position in BIV in Q4 2025 and has held it in 3 quarters since. The position peaked at $5.66M in Q1 2026. 1,014 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

Brindle & Bay Financial Advisors held 25,689 shares of Vanguard Intermediate-Term Bond ETF worth $1.97M as of Q2 2026.
Brindle & Bay Financial Advisors sold 47,646 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $3.66M.
Vanguard Intermediate-Term Bond ETF made up 0.99% of Brindle & Bay Financial Advisors's portfolio in Q2 2026, its #21 holding.
Brindle & Bay Financial Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2025 and has held it in 3 quarters since.
Brindle & Bay Financial Advisors's Vanguard Intermediate-Term Bond ETF position peaked at $5.66M in Q1 2026.
1,014 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Brindle & Bay Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.