Brooklyn Investment Group’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Brooklyn Investment Group’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	$812K	Buy	10,515 +5,338	+103%	+$416K	0.03%	681
2025 Q4	$405K	Sell	5,177 -49	-0.9%	-$3.83K	0.02%	823
2025 Q3	$403K	Hold	5,226	–	–	0.05%	333
2025 Q2	$404K	Sell	5,226 -31	-0.6%	-$2.36K	0.05%	345
2025 Q1	$403K	Buy	+5,257	New	+$397K	0.09%	204

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

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

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

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

Brooklyn Investment Group's BIV Position: Q1 2026 in Review

Brooklyn Investment Group increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 103% in Q1 2026, buying an estimated $416K and bringing the position to 10,515 shares worth $812K. The position accounts for 0.03% of the portfolio, ranked #681.

Brooklyn Investment Group first reported a position in BIV in Q1 2025 and has held it in 5 quarters since. 1,013 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

Brooklyn Investment Group held 10,515 shares of Vanguard Intermediate-Term Bond ETF worth $812K as of Q1 2026.
Brooklyn Investment Group bought 5,338 Vanguard Intermediate-Term Bond ETF shares in Q1 2026, an estimated $416K.
Vanguard Intermediate-Term Bond ETF made up 0.03% of Brooklyn Investment Group's portfolio in Q1 2026, its #681 holding.
Brooklyn Investment Group first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2025 and has held it in 5 quarters since.
1,013 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

Based on Brooklyn Investment Group's 13F filing for Q1 2026, filed 29 Apr 2026.