Houlihan Financial Resource Group’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Houlihan Financial Resource Group’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	$2.59M	Hold	33,617	–	–	1.01%	33
2025 Q4	$2.62M	Buy	33,617 +18,887	+128%	+$1.48M	1%	34
2025 Q3	$1.15M	Sell	14,730 -19,389	-57%	-$1.5M	1.01%	34
2025 Q2	$2.63M	Sell	34,119 -60	-0.2%	-$4.57K	1.09%	31
2025 Q1	$2.62M	Sell	34,179 -509	-1%	-$38.4K	1.18%	31
2024 Q4	$2.59M	Buy	34,688 +310	+0.9%	+$23.6K	1.11%	31
2024 Q3	$2.69M	Buy	+34,378	New	+$2.65M	1.11%	30
2024 Q2	–	Sell	-33,697	Closed	-$2.54M	–	63
2024 Q1	$2.54M	Hold	33,697	–	–	1.14%	30
2023 Q4	$2.57M	Sell	33,697 -8,046	-19%	-$589K	1.25%	28
2023 Q3	$3M	Buy	+41,743	New	+$3.09M	1.6%	23
2023 Q2	–	Sell	-41,845	Closed	-$3.21M	–	141
2023 Q1	$3.21M	Sell	41,845 -26	-0.1%	-$1.97K	1.75%	17
2022 Q4	$3.15M	Sell	41,871 -5,627	-12%	-$417K	1.82%	18
2022 Q3	$3.53M	Buy	+47,498	New	+$3.67M	2.15%	16
2020 Q3	$4M	Buy	+43,233	New	+$4.05M	2.31%	9
2020 Q1	$2.39M	Buy	26,715 +2,173	+9%	+$193K	2.07%	14
2019 Q4	$2.14M	Buy	+24,542	New	+$2.15M	1.39%	21

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

Houlihan Financial Resource Group's BIV Position: Q1 2026 in Review

Houlihan Financial Resource Group held its Vanguard Intermediate-Term Bond ETF (BIV) position steady in Q1 2026 at 33,617 shares worth $2.59M. The position accounts for 1.01% of the portfolio, ranked #33.

Houlihan Financial Resource Group first reported a position in BIV in Q4 2019 and has held it in 16 quarters since. The position peaked at $4M in Q3 2020. 1,005 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

Houlihan Financial Resource Group held 33,617 shares of Vanguard Intermediate-Term Bond ETF worth $2.59M as of Q1 2026.
Houlihan Financial Resource Group left its Vanguard Intermediate-Term Bond ETF share count unchanged in Q1 2026.
Vanguard Intermediate-Term Bond ETF made up 1.01% of Houlihan Financial Resource Group's portfolio in Q1 2026, its #33 holding.
Houlihan Financial Resource Group first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2019 and has held it in 16 quarters since.
Houlihan Financial Resource Group's Vanguard Intermediate-Term Bond ETF position peaked at $4M in Q3 2020.
1,005 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

Based on Houlihan Financial Resource Group's 13F filing for Q1 2026, filed 29 Apr 2026.