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

Chris Bulman’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	$3.7M	Buy	48,264 +4,844	+11%	+$372K	1.35%	17
2026 Q1	$3.35M	Buy	43,420 +2,406	+6%	+$187K	1.47%	18
2025 Q4	$3.19M	Buy	41,014 +7,403	+22%	+$579K	1.41%	17
2025 Q3	$2.62M	Buy	33,611 +13,032	+63%	+$1.01M	1.31%	19
2025 Q2	$1.59M	Buy	20,579 +1,121	+6%	+$85.4K	0.91%	33
2025 Q1	$1.49M	Buy	19,458 +4,879	+33%	+$368K	0.94%	30
2024 Q4	$1.09M	Buy	14,579 +5,439	+60%	+$414K	0.7%	39
2024 Q3	$716K	Buy	+9,140	New	+$705K	0.49%	49

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

Chris Bulman's BIV Position: Q2 2026 in Review

Chris Bulman increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 11% in Q2 2026, buying an estimated $372K and bringing the position to 48,264 shares worth $3.7M. The position accounts for 1.35% of the portfolio, ranked #17.

Chris Bulman first reported a position in BIV in Q3 2024 and has held it in 8 quarters since. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

Chris Bulman held 48,264 shares of Vanguard Intermediate-Term Bond ETF worth $3.7M as of Q2 2026.
Chris Bulman bought 4,844 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $372K.
Vanguard Intermediate-Term Bond ETF made up 1.35% of Chris Bulman's portfolio in Q2 2026, its #17 holding.
Chris Bulman first reported a position in Vanguard Intermediate-Term Bond ETF in Q3 2024 and has held it in 8 quarters since.
1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Chris Bulman's 13F filing for Q2 2026, filed 22 Jul 2026.