Ken Fisher’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Ken Fisher’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	–	Sell	-4,630	Closed	-$361K	–	1032
2025 Q4	$361K	Sell	4,630 -1,725	-27%	-$135K	﹤0.01%	847
2025 Q3	$496K	Buy	6,355 +3,344	+111%	+$259K	﹤0.01%	781
2025 Q2	$233K	Sell	3,011 -7,252	-71%	-$552K	﹤0.01%	939
2025 Q1	$786K	Buy	10,263 +5,843	+132%	+$441K	﹤0.01%	721
2024 Q4	$330K	Buy	4,420 +1,815	+70%	+$138K	﹤0.01%	851
2024 Q3	$204K	Buy	+2,605	New	+$201K	﹤0.01%	899
2024 Q1	–	Sell	-4,217	Closed	-$322K	–	971
2023 Q4	$322K	Buy	+4,217	New	+$309K	﹤0.01%	852
2023 Q2	–	Sell	-3,813	Closed	-$293K	–	1165
2023 Q1	$293K	Buy	+3,813	New	+$289K	﹤0.01%	924
2019 Q4	–	Sell	-3,848	Closed	-$339K	–	829
2019 Q3	$339K	Buy	+3,848	New	+$336K	﹤0.01%	722

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

Ken Fisher's BIV Position: Q1 2026 in Review

Ken Fisher sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q1 2026, closing a stake of 4,630 shares — an estimated $361K sold.

Ken Fisher first reported a position in BIV in Q3 2019 and held it in 9 quarters. The position peaked at $786K in Q1 2025. 1,006 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

Ken Fisher reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q1 2026 after selling out during the quarter.
Ken Fisher sold 4,630 Vanguard Intermediate-Term Bond ETF shares in Q1 2026, an estimated $361K.
Ken Fisher first reported a position in Vanguard Intermediate-Term Bond ETF in Q3 2019 and held it in 9 quarters.
Ken Fisher's Vanguard Intermediate-Term Bond ETF position peaked at $786K in Q1 2025.
1,006 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

Based on Fisher Asset Management's 13F filing for Q1 2026, filed 5 May 2026.