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Matthew Hamilton Rosenberg’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Matthew Hamilton Rosenberg’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
Q3 		$24.3M Sell
333,614
-4,074
-1% -$306K 4.35% 6
2026
Q2 		$25.9M Sell
337,688
-32,868
-9% -$2.52M 4.83% 6
2026
Q1 		$28.6M Sell
370,556
-1,811
-0.5% -$141K 5.86% 5
2025
Q4 		$29M Sell
372,367
-1,715
-0.5% -$134K 6.01% 5
2025
Q3 		$29.2M Sell
374,082
-996
-0.3% -$77.1K 6.31% 5
2025
Q2 		$29M Sell
375,078
-27,435
-7% -$2.09M 6.75% 4
2025
Q1 		$30.8M Buy
402,513
+23,546
+6% +$1.78M 7.73% 4
2024
Q4 		$28.3M Buy
378,967
+13,339
+4% +$1.01M 7.36% 4
2024
Q3 		$28.7M Buy
365,628
+22,649
+7% +$1.75M 7.5% 4
2024
Q2 		$25.5M Buy
342,979
+58,527
+21% +$4.35M 7.52% 4
2024
Q1 		$21.2M Buy
284,452
+13,256
+5% +$999K 6.13% 4
2023
Q4 		$20.7M Buy
271,196
+9,052
+3% +$663K 6.37% 4
2023
Q3 		$19M Buy
262,144
+262,051
+281,775% +$19.4M 6.31% 4
2023
Q2 		$6.97K Sell
93
-613
-87% -$46.7K ﹤0.01% 666
2023
Q1 		$54.1K Hold
706
– – 0.02% 445
2022
Q4 		$52.4K Hold
706
– – 0.02% 449
2022
Q3 		$52K Hold
706
– – 0.02% 428
2022
Q2 		$55K Sell
706
-432
-38% -$33.9K 0.02% 427
2022
Q1 		$93K Sell
1,138
-94
-8% -$7.94K 0.03% 320
2021
Q4 		$108K Hold
1,232
– – 0.04% 279
2021
Q3 		$110K Buy
1,232
+1,114
+944% +$101K 0.04% 269
2021
Q2 		$11K Hold
118
– – 0.01% 508
2021
Q1 		$10K Hold
118
– – 0.01% 491
2020
Q4 		$11K Hold
118
– – 0.01% 462
2020
Q3 		$11K Hold
118
– – 0.01% 442
2020
Q2 		$11K Buy
+118
New +$10.8K 0.01% 468

Other funds holding BIV

True Link Financial Advisors
True Link Financial Advisors San Francisco, California $1.74B AUM 3.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Lincoln National Corp
Lincoln National Corp Radnor, Pennsylvania $3.68B AUM 7.84% 1-Year Est. Return
Retirement Investment Advisors
Retirement Investment Advisors Oklahoma City, Oklahoma $1.43B AUM 10.13% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Matthew Hamilton Rosenberg's BIV Position: Q3 2026 in Review

Matthew Hamilton Rosenberg reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 1.2% in Q3 2026, selling an estimated $306K and leaving 333,614 shares worth $24.3M. The position accounts for 4.35% of the portfolio, ranked #6.

Matthew Hamilton Rosenberg first reported a position in BIV in Q2 2020 and has held it in 26 quarters since. The position peaked at $30.8M in Q1 2025. 702 funds tracked by Wall St. Rank hold BIV as of Q3 2026.

  • Matthew Hamilton Rosenberg held 333,614 shares of Vanguard Intermediate-Term Bond ETF worth $24.3M as of Q3 2026.
  • Matthew Hamilton Rosenberg sold 4,074 Vanguard Intermediate-Term Bond ETF shares in Q3 2026, an estimated $306K.
  • Vanguard Intermediate-Term Bond ETF made up 4.35% of Matthew Hamilton Rosenberg's portfolio in Q3 2026, its #6 holding.
  • Matthew Hamilton Rosenberg first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2020 and has held it in 26 quarters since.
  • Matthew Hamilton Rosenberg's Vanguard Intermediate-Term Bond ETF position peaked at $30.8M in Q1 2025.
  • 702 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q3 2026, filed 5 Oct 2026.