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

Dunhill Financial’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 		$243K Buy
+3,151
New +$245K 0.06% 132
2025
Q4 		– Hold
0
– – – 79
2025
Q3 		– Sell
-5,338
Closed -$413K – 117
2025
Q2 		$413K Buy
5,338
+1,986
+59% +$151K 0.12% 67
2025
Q1 		$257K Buy
+3,352
New +$253K 0.12% 78

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

Dunhill Financial's BIV Position: Q1 2026 in Review

Dunhill Financial opened a new position in Vanguard Intermediate-Term Bond ETF (BIV) in Q1 2026: 3,151 shares worth $243K. The stake represents 0.06% of the portfolio and ranks #132 among its holdings. This is a return to the name: Dunhill Financial previously reported a position in BIV as recently as Q2 2025.

Dunhill Financial first reported a position in BIV in Q1 2025 and has held it in 3 quarters since. The position peaked at $413K in Q2 2025. 1,005 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

  • Dunhill Financial held 3,151 shares of Vanguard Intermediate-Term Bond ETF worth $243K as of Q1 2026.
  • Vanguard Intermediate-Term Bond ETF was a new Dunhill Financial position in Q1 2026.
  • Vanguard Intermediate-Term Bond ETF made up 0.06% of Dunhill Financial's portfolio in Q1 2026, its #132 holding.
  • Dunhill Financial first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2025 and has held it in 3 quarters since.
  • Dunhill Financial's Vanguard Intermediate-Term Bond ETF position peaked at $413K in Q2 2025.
  • 1,005 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

Based on Dunhill Financial's 13F filing for Q1 2026, filed 6 May 2026.