Hohimer Wealth Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Hohimer Wealth Management’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	$8.39M	Sell	109,411 -6,151	-5%	-$472K	0.84%	21
2026 Q1	$8.92M	Buy	115,562 +15,700	+16%	+$1.22M	1.05%	13
2025 Q4	$7.78M	Buy	99,862 +24,580	+33%	+$1.92M	1.05%	17
2025 Q3	$5.88M	Buy	75,282 +19,068	+34%	+$1.48M	0.82%	23
2025 Q2	$4.35M	Sell	56,214 -7,557	-12%	-$576K	0.77%	39
2025 Q1	$4.88M	Sell	63,771 -26,808	-30%	-$2.02M	0.95%	27
2024 Q4	$6.77M	Buy	90,579 +71,833	+383%	+$5.46M	1.27%	14
2024 Q3	$1.47M	Buy	18,746 +4,685	+33%	+$361K	0.32%	87
2024 Q2	$1.05M	Sell	14,061 -911	-6%	-$67.7K	0.24%	112
2024 Q1	$1.13M	Buy	14,972 +7,614	+103%	+$574K	0.26%	102
2023 Q4	$562K	Sell	7,358 -68	-0.9%	-$4.98K	0.14%	148
2023 Q3	$537K	Buy	7,426 +2,774	+60%	+$205K	0.15%	140
2023 Q2	$350K	Buy	4,652 +1,243	+36%	+$94.7K	0.1%	162
2023 Q1	$262K	Buy	+3,409	New	+$258K	0.08%	165

Other funds holding BIV

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Hohimer Wealth Management's BIV Position: Q2 2026 in Review

Hohimer Wealth Management reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 5.3% in Q2 2026, selling an estimated $472K and leaving 109,411 shares worth $8.39M. The position accounts for 0.84% of the portfolio, ranked #21.

Hohimer Wealth Management first reported a position in BIV in Q1 2023 and has held it in 14 quarters since. The position peaked at $8.92M in Q1 2026. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

Hohimer Wealth Management held 109,411 shares of Vanguard Intermediate-Term Bond ETF worth $8.39M as of Q2 2026.
Hohimer Wealth Management sold 6,151 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $472K.
Vanguard Intermediate-Term Bond ETF made up 0.84% of Hohimer Wealth Management's portfolio in Q2 2026, its #21 holding.
Hohimer Wealth Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2023 and has held it in 14 quarters since.
Hohimer Wealth Management's Vanguard Intermediate-Term Bond ETF position peaked at $8.92M in Q1 2026.
1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Hohimer Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.