CFG
BIV icon

Citizens Financial Group’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Citizens Financial 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 		$37.1M Buy
481,189
+462,848
+2,524% +$36M 0.52% 39
2025
Q4 		$1.43M Buy
18,341
+4,096
+29% +$320K 0.02% 327
2025
Q3 		$1.11M Buy
14,245
+1,506
+12% +$117K 0.02% 378
2025
Q2 		$985K Buy
12,739
+71
+0.6% +$5.41K 0.02% 356
2025
Q1 		$970K Sell
12,668
-5,321
-30% -$401K 0.02% 322
2024
Q4 		$1.34M Buy
17,989
+12,511
+228% +$951K 0.03% 258
2024
Q3 		$429K Buy
5,478
+22
+0.4% +$1.7K 0.01% 404
2024
Q2 		$409K Buy
5,456
+2,450
+82% +$182K 0.01% 398
2024
Q1 		$227K Buy
3,006
+15
+0.5% +$1.13K 0.01% 379
2023
Q4 		$228K Buy
2,991
+31
+1% +$2.27K 0.01% 365
2023
Q3 		$214K Sell
2,960
-345
-10% -$25.5K 0.01% 335
2023
Q2 		$249K Buy
+3,305
New +$252K 0.01% 346
2022
Q1 		– Sell
-2,446
Closed -$214K – 443
2021
Q4 		$214K Buy
+2,446
New +$217K 0.01% 420
2021
Q3 		– Sell
-4,275
Closed -$385K – 442
2021
Q2 		$385K Sell
4,275
-1,071
-20% -$95.7K 0.02% 267
2021
Q1 		$474K Sell
5,346
-6,370
-54% -$578K 0.03% 211
2020
Q4 		$1.09M Buy
+11,716
New +$1.09M 0.06% 146
2020
Q2 		– Sell
-15
Closed -$1K – 1080
2020
Q1 		$1K Buy
+15
New +$1.33K ﹤0.01% 1066
2019
Q1 		– Sell
-13
Closed -$1K – 754
2018
Q4 		$1K Hold
13
– – ﹤0.01% 505
2018
Q3 		$1K Sell
13
-52
-80% -$4.2K ﹤0.01% 544
2018
Q2 		$5K Buy
+65
New +$5.25K ﹤0.01% 429

Other funds holding BIV

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Baird Financial Group
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Citizens Financial Group's BIV Position: Q1 2026 in Review

Citizens Financial Group increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 2,524% in Q1 2026, buying an estimated $36M and bringing the position to 481,189 shares worth $37.1M. The position accounts for 0.52% of the portfolio, ranked #39.

Citizens Financial Group first reported a position in BIV in Q2 2018 and has held it in 20 quarters since. 1,005 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

  • Citizens Financial Group held 481,189 shares of Vanguard Intermediate-Term Bond ETF worth $37.1M as of Q1 2026.
  • Citizens Financial Group bought 462,848 Vanguard Intermediate-Term Bond ETF shares in Q1 2026, an estimated $36M.
  • Vanguard Intermediate-Term Bond ETF made up 0.52% of Citizens Financial Group's portfolio in Q1 2026, its #39 holding.
  • Citizens Financial Group first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2018 and has held it in 20 quarters since.
  • 1,005 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

Based on Citizens Financial Group's 13F filing for Q1 2026, filed 1 May 2026.