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Grimes & Company’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Grimes & Company’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 		$334K Buy
4,354
+39
+0.9% +$2.99K 0.01% 365
2026
Q1 		$333K Buy
4,315
+24
+0.6% +$1.87K 0.01% 346
2025
Q4 		$334K Buy
4,291
+49
+1% +$3.83K 0.01% 365
2025
Q3 		$331K Sell
4,242
-119
-3% -$9.21K 0.01% 364
2025
Q2 		$337K Buy
4,361
+37
+0.9% +$2.82K 0.01% 320
2025
Q1 		$331K Buy
4,324
+23
+0.5% +$1.74K 0.01% 284
2024
Q4 		$321K Sell
4,301
-65
-1% -$4.94K 0.01% 301
2024
Q3 		$342K Buy
4,366
+142
+3% +$10.9K 0.01% 274
2024
Q2 		$316K Sell
4,224
-174
-4% -$12.9K 0.01% 269
2024
Q1 		$332K Buy
4,398
+21
+0.5% +$1.58K 0.01% 260
2023
Q4 		$334K Sell
4,377
-4,115
-48% -$301K 0.01% 254
2023
Q3 		$614K Buy
8,492
+5
+0.1% +$370 0.02% 191
2023
Q2 		$638K Hold
8,487
– – 0.02% 187
2023
Q1 		$651K Sell
8,487
-242,256
-97% -$18.3M 0.03% 179
2022
Q4 		$18.6M Buy
+250,743
New +$18.6M 0.79% 21

Other funds holding BIV

RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DWS
Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 20.96% 1-Year Est. Return
VFP
Verus Financial Partners Richmond, Virginia $1.17B AUM 15.91% 1-Year Est. Return
SCA
Scott Capital Advisors Portland, Oregon $639M AUM 14.51% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $587M AUM 27.44% 1-Year Est. Return
LA
LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return
FPTW
Franklin, Parlapiano, Turner & Welch Houston, Texas $442M AUM 14.73% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Grimes & Company's BIV Position: Q2 2026 in Review

Grimes & Company increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 0.9% in Q2 2026, buying an estimated $2.99K and bringing the position to 4,354 shares worth $334K. The position accounts for 0.01% of the portfolio, ranked #365.

Grimes & Company first reported a position in BIV in Q4 2022 and has held it in 15 quarters since. The position peaked at $18.6M in Q4 2022. 242 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • Grimes & Company held 4,354 shares of Vanguard Intermediate-Term Bond ETF worth $334K as of Q2 2026.
  • Grimes & Company bought 39 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $2.99K.
  • Vanguard Intermediate-Term Bond ETF made up 0.01% of Grimes & Company's portfolio in Q2 2026, its #365 holding.
  • Grimes & Company first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • Grimes & Company's Vanguard Intermediate-Term Bond ETF position peaked at $18.6M in Q4 2022.
  • 242 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Grimes & Company's 13F filing for Q2 2026, filed 17 Jul 2026.