Frank Rimerman Advisors’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Frank Rimerman 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 Q1	$727K	Sell	9,415 -6,964	-43%	-$542K	0.05%	304
2025 Q4	$1.28M	Hold	16,379	–	–	0.08%	192
2025 Q3	$1.28M	Hold	16,379	–	–	0.08%	191
2025 Q2	$1.27M	Hold	16,379	–	–	0.09%	181
2025 Q1	$1.25M	Hold	16,379	–	–	0.1%	167
2024 Q4	$1.22M	Buy	16,379 +7,596	+86%	+$578K	0.09%	168
2024 Q3	$688K	Hold	8,783	–	–	0.05%	276
2024 Q2	$658K	Hold	8,783	–	–	0.05%	288
2024 Q1	$662K	Hold	8,783	–	–	0.13%	57
2023 Q4	$671K	Buy	8,783 +5,024	+134%	+$368K	0.14%	56
2023 Q3	$272K	Hold	3,759	–	–	0.07%	79
2023 Q2	$283K	Hold	3,759	–	–	0.07%	83
2023 Q1	$288K	Hold	3,759	–	–	0.08%	84
2022 Q4	$279K	Buy	+3,759	New	+$279K	0.09%	73

Other funds holding BIV

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Frank Rimerman Advisors's BIV Position: Q1 2026 in Review

Frank Rimerman Advisors reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 43% in Q1 2026, selling an estimated $542K and leaving 9,415 shares worth $727K. The position accounts for 0.05% of the portfolio, ranked #304.

Frank Rimerman Advisors first reported a position in BIV in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.28M in Q3 2025. 1,005 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

Frank Rimerman Advisors held 9,415 shares of Vanguard Intermediate-Term Bond ETF worth $727K as of Q1 2026.
Frank Rimerman Advisors sold 6,964 Vanguard Intermediate-Term Bond ETF shares in Q1 2026, an estimated $542K.
Vanguard Intermediate-Term Bond ETF made up 0.05% of Frank Rimerman Advisors's portfolio in Q1 2026, its #304 holding.
Frank Rimerman Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2022 and has held it in 14 quarters since.
Frank Rimerman Advisors's Vanguard Intermediate-Term Bond ETF position peaked at $1.28M in Q3 2025.
1,005 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

Based on Frank Rimerman Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.