Fulton Breakefield Broenniman’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Fulton Breakefield Broenniman’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	$239K	Hold	3,097	–	–	0.02%	174
2025 Q4	$241K	Sell	3,097 -760	-20%	-$59.4K	0.02%	182
2025 Q3	$301K	Buy	3,857 +77	+2%	+$5.96K	0.02%	163
2025 Q2	$292K	Hold	3,780	–	–	0.02%	158
2025 Q1	$289K	Sell	3,780 -30	-0.8%	-$2.26K	0.02%	146
2024 Q4	$285K	Hold	3,810	–	–	0.02%	150
2024 Q3	$299K	Sell	3,810 -857	-18%	-$66.1K	0.02%	146
2024 Q2	$350K	Buy	4,667 +1,525	+49%	+$113K	0.03%	134
2024 Q1	$237K	Hold	3,142	–	–	0.02%	166
2023 Q4	$240K	Sell	3,142 -1,554	-33%	-$114K	0.02%	156
2023 Q3	$340K	Sell	4,696 -261	-5%	-$19.3K	0.03%	133
2023 Q2	$373K	Sell	4,957 -989	-17%	-$75.3K	0.03%	127
2023 Q1	$456K	Buy	5,946 +105	+2%	+$7.95K	0.04%	117
2022 Q4	$434K	Sell	5,841 -12	-0.2%	-$889	0.04%	122
2022 Q3	$430K	Buy	5,853 +19	+0.3%	+$1.47K	0.04%	109
2022 Q2	$453K	Buy	5,834 +934	+19%	+$73.2K	0.04%	114
2022 Q1	$401K	Buy	4,900 +628	+15%	+$53K	0.04%	119
2021 Q4	$374K	Buy	+4,272	New	+$379K	0.03%	154

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

Fulton Breakefield Broenniman's BIV Position: Q1 2026 in Review

Fulton Breakefield Broenniman held its Vanguard Intermediate-Term Bond ETF (BIV) position steady in Q1 2026 at 3,097 shares worth $239K. The position accounts for 0.02% of the portfolio, ranked #174.

Fulton Breakefield Broenniman first reported a position in BIV in Q4 2021 and has held it in 18 quarters since. The position peaked at $456K in Q1 2023. 1,005 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

Fulton Breakefield Broenniman held 3,097 shares of Vanguard Intermediate-Term Bond ETF worth $239K as of Q1 2026.
Fulton Breakefield Broenniman left its Vanguard Intermediate-Term Bond ETF share count unchanged in Q1 2026.
Vanguard Intermediate-Term Bond ETF made up 0.02% of Fulton Breakefield Broenniman's portfolio in Q1 2026, its #174 holding.
Fulton Breakefield Broenniman first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2021 and has held it in 18 quarters since.
Fulton Breakefield Broenniman's Vanguard Intermediate-Term Bond ETF position peaked at $456K in Q1 2023.
1,005 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

Based on Fulton Breakefield Broenniman's 13F filing for Q1 2026, filed 27 Apr 2026.