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Jaffetilchin Investment Partners’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Jaffetilchin Investment Partners’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 		$499K Buy
6,467
+36
+0.6% +$2.8K 0.03% 270
2025
Q4 		$501K Buy
6,431
+73
+1% +$5.71K 0.03% 268
2025
Q3 		$496K Buy
6,358
+54
+0.9% +$4.18K 0.03% 281
2025
Q2 		$488K Sell
6,304
-46
-0.7% -$3.5K 0.03% 265
2025
Q1 		$486K Buy
6,350
+130
+2% +$9.81K 0.04% 251
2024
Q4 		$465K Sell
6,220
-15,972
-72% -$1.21M 0.03% 243
2024
Q3 		$1.74M Buy
22,192
+19,101
+618% +$1.47M 0.13% 103
2024
Q2 		$232K Buy
3,091
+29
+0.9% +$2.15K 0.02% 315
2024
Q1 		$231K Buy
3,062
+17
+0.6% +$1.28K 0.02% 327
2023
Q4 		$233K Sell
3,045
-42
-1% -$3.08K 0.02% 309
2023
Q3 		$223K Sell
3,087
-387
-11% -$28.6K 0.02% 308
2023
Q2 		$261K Sell
3,474
-153
-4% -$11.7K 0.03% 305
2023
Q1 		$278K Sell
3,627
-602
-14% -$45.6K 0.03% 297
2022
Q4 		$314K Sell
4,229
-336
-7% -$24.9K 0.04% 265
2022
Q3 		$335K Sell
4,565
-46,978
-91% -$3.63M 0.04% 231
2022
Q2 		$4M Buy
+51,543
New +$4.04M 0.47% 43

Other funds holding BIV

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 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 $377B AUM 19.32% 1-Year Est. Return

Jaffetilchin Investment Partners's BIV Position: Q1 2026 in Review

Jaffetilchin Investment Partners increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 0.56% in Q1 2026, buying an estimated $2.8K and bringing the position to 6,467 shares worth $499K. The position accounts for 0.03% of the portfolio, ranked #270.

Jaffetilchin Investment Partners first reported a position in BIV in Q2 2022 and has held it in 16 quarters since. The position peaked at $4M in Q2 2022. 1,007 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

  • Jaffetilchin Investment Partners held 6,467 shares of Vanguard Intermediate-Term Bond ETF worth $499K as of Q1 2026.
  • Jaffetilchin Investment Partners bought 36 Vanguard Intermediate-Term Bond ETF shares in Q1 2026, an estimated $2.8K.
  • Vanguard Intermediate-Term Bond ETF made up 0.03% of Jaffetilchin Investment Partners's portfolio in Q1 2026, its #270 holding.
  • Jaffetilchin Investment Partners first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2022 and has held it in 16 quarters since.
  • Jaffetilchin Investment Partners's Vanguard Intermediate-Term Bond ETF position peaked at $4M in Q2 2022.
  • 1,007 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

Based on Jaffetilchin Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.