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Hardy Reed’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Hardy Reed’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 		$5.55M Sell
72,316
-328
-0.5% -$25.2K 0.36% 33
2026
Q1 		$5.61M Buy
72,644
+2,075
+3% +$162K 0.41% 32
2025
Q4 		$5.5M Buy
70,569
+3,196
+5% +$250K 0.39% 32
2025
Q3 		$5.26M Buy
67,373
+4,175
+7% +$323K 0.39% 32
2025
Q2 		$4.89M Buy
63,198
+2,263
+4% +$172K 0.39% 32
2025
Q1 		$4.67M Buy
60,935
+10,192
+20% +$769K 0.41% 32
2024
Q4 		$3.79M Buy
50,743
+10,110
+25% +$769K 0.33% 36
2024
Q3 		$3.18M Buy
40,633
+24,158
+147% +$1.86M 0.29% 41
2024
Q2 		$1.23M Buy
16,475
+1,751
+12% +$130K 0.12% 82
2024
Q1 		$1.11M Sell
14,724
-32
-0.2% -$2.41K 0.14% 42
2023
Q4 		$1.13M Buy
14,756
+2,488
+20% +$182K 0.15% 40
2023
Q3 		$887K Buy
12,268
+1,846
+18% +$137K 0.16% 40
2023
Q2 		$784K Sell
10,422
-1,085
-9% -$82.6K 0.14% 40
2023
Q1 		$883K Sell
11,507
-527
-4% -$39.9K 0.16% 41
2022
Q4 		$894K Buy
12,034
+2,152
+22% +$159K 0.17% 44
2022
Q3 		$726K Buy
9,882
+910
+10% +$70.4K 0.16% 38
2022
Q2 		$697K Buy
+8,972
New +$704K 0.15% 34

Other funds holding BIV

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Hardy Reed's BIV Position: Q2 2026 in Review

Hardy Reed reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 0.45% in Q2 2026, selling an estimated $25.2K and leaving 72,316 shares worth $5.55M. The position accounts for 0.36% of the portfolio, ranked #33.

Hardy Reed first reported a position in BIV in Q2 2022 and has held it in 17 quarters since. The position peaked at $5.61M in Q1 2026. 1,023 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • Hardy Reed held 72,316 shares of Vanguard Intermediate-Term Bond ETF worth $5.55M as of Q2 2026.
  • Hardy Reed sold 328 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $25.2K.
  • Vanguard Intermediate-Term Bond ETF made up 0.36% of Hardy Reed's portfolio in Q2 2026, its #33 holding.
  • Hardy Reed first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2022 and has held it in 17 quarters since.
  • Hardy Reed's Vanguard Intermediate-Term Bond ETF position peaked at $5.61M in Q1 2026.
  • 1,023 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Hardy Reed's 13F filing for Q2 2026, filed 3 Aug 2026.