Jacobsen Capital Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Jacobsen Capital 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 Q1	$5.38M	Buy	69,651 +5,915	+9%	+$460K	1.82%	12
2025 Q4	$4.96M	Buy	63,736 +2,151	+3%	+$168K	1.62%	13
2025 Q3	$4.81M	Buy	61,585 +512	+0.8%	+$39.6K	1.63%	13
2025 Q2	$4.72M	Sell	61,073 -20	-0%	-$1.52K	1.74%	12
2025 Q1	$4.68M	Buy	61,093 +6,205	+11%	+$468K	2.03%	11
2024 Q4	$4.1M	Buy	54,888 +3,693	+7%	+$281K	1.75%	11
2024 Q3	$4.01M	Buy	51,195 +4,363	+9%	+$336K	1.69%	11
2024 Q2	$3.51M	Sell	46,832 -3,611	-7%	-$268K	1.57%	12
2024 Q1	$3.8M	Buy	+50,443	New	+$3.8M	1.76%	10
2019 Q4	$2.33M	Buy	26,657 +624	+2%	+$54.6K	2.32%	9
2019 Q3	$2.29M	Buy	26,033 +157	+0.6%	+$13.7K	2.2%	9
2019 Q2	$2.24M	Buy	+25,876	New	+$2.19M	2.23%	9

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

Jacobsen Capital Management's BIV Position: Q1 2026 in Review

Jacobsen Capital Management increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 9.3% in Q1 2026, buying an estimated $460K and bringing the position to 69,651 shares worth $5.38M. The position accounts for 1.82% of the portfolio, ranked #12.

Jacobsen Capital Management first reported a position in BIV in Q2 2019 and has held it in 12 quarters since. 1,005 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

Jacobsen Capital Management held 69,651 shares of Vanguard Intermediate-Term Bond ETF worth $5.38M as of Q1 2026.
Jacobsen Capital Management bought 5,915 Vanguard Intermediate-Term Bond ETF shares in Q1 2026, an estimated $460K.
Vanguard Intermediate-Term Bond ETF made up 1.82% of Jacobsen Capital Management's portfolio in Q1 2026, its #12 holding.
Jacobsen Capital Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2019 and has held it in 12 quarters since.
1,005 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

Based on Jacobsen Capital Management's 13F filing for Q1 2026, filed 24 Apr 2026.