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Mine & Arao Wealth Creation & Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Mine & Arao Wealth Creation & 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 		$267K Sell
3,460
-93
-3% -$7.24K 0.11% 69
2025
Q4 		$277K Buy
3,553
+13
+0.4% +$1.02K 0.11% 68
2025
Q3 		$276K Buy
3,540
+9
+0.3% +$697 0.11% 65
2025
Q2 		$273K Buy
3,531
+10
+0.3% +$762 0.12% 67
2025
Q1 		$270K Sell
3,521
-94
-3% -$7.09K 0.13% 64
2024
Q4 		$270K Sell
3,615
-955
-21% -$72.6K 0.12% 64
2024
Q3 		$358K Sell
4,570
-189
-4% -$14.6K 0.17% 58
2024
Q2 		$356K Sell
4,759
-140
-3% -$10.4K 0.17% 56
2024
Q1 		$369K Buy
4,899
+7
+0.1% +$528 0.18% 55
2023
Q4 		$374K Sell
4,892
-162
-3% -$11.9K 0.2% 51
2023
Q3 		$365K Buy
5,054
+9
+0.2% +$666 0.22% 49
2023
Q2 		$380K Sell
5,045
-42
-0.8% -$3.2K 0.22% 50
2023
Q1 		$390K Sell
5,087
-95
-2% -$7.2K 0.25% 49
2022
Q4 		$385K Sell
5,182
-771
-13% -$57.1K 0.29% 48
2022
Q3 		$437K Buy
5,953
+107
+2% +$8.28K 0.32% 39
2022
Q2 		$454K Buy
5,846
+9
+0.2% +$706 0.32% 41
2022
Q1 		$478K Buy
5,837
+4
+0.1% +$338 0.28% 47
2021
Q4 		$511K Buy
5,833
+527
+10% +$46.8K 0.28% 44
2021
Q3 		$475K Buy
5,306
+7
+0.1% +$634 0.28% 43
2021
Q2 		$477K Buy
5,299
+12
+0.2% +$1.07K 0.29% 44
2021
Q1 		$469K Buy
5,287
+5
+0.1% +$454 0.31% 44
2020
Q4 		$490K Buy
5,282
+20
+0.4% +$1.86K 0.35% 39
2020
Q3 		$492K Buy
5,262
+8
+0.2% +$749 0.4% 35
2020
Q2 		$490K Sell
5,254
-91
-2% -$8.33K 0.46% 32
2020
Q1 		$477K Buy
5,345
+7
+0.1% +$621 0.55% 29
2019
Q4 		$466K Buy
+5,338
New +$467K 0.44% 35

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 $374B AUM 17.66% 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 $1.62B AUM 8.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mine & Arao Wealth Creation & Management's BIV Position: Q1 2026 in Review

Mine & Arao Wealth Creation & Management reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 2.6% in Q1 2026, selling an estimated $7.24K and leaving 3,460 shares worth $267K. The position accounts for 0.11% of the portfolio, ranked #69.

Mine & Arao Wealth Creation & Management first reported a position in BIV in Q4 2019 and has held it in 26 quarters since. The position peaked at $511K in Q4 2021. 1,005 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

  • Mine & Arao Wealth Creation & Management held 3,460 shares of Vanguard Intermediate-Term Bond ETF worth $267K as of Q1 2026.
  • Mine & Arao Wealth Creation & Management sold 93 Vanguard Intermediate-Term Bond ETF shares in Q1 2026, an estimated $7.24K.
  • Vanguard Intermediate-Term Bond ETF made up 0.11% of Mine & Arao Wealth Creation & Management's portfolio in Q1 2026, its #69 holding.
  • Mine & Arao Wealth Creation & Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2019 and has held it in 26 quarters since.
  • Mine & Arao Wealth Creation & Management's Vanguard Intermediate-Term Bond ETF position peaked at $511K in Q4 2021.
  • 1,005 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

Based on Mine & Arao Wealth Creation & Management's 13F filing for Q1 2026, filed 29 Apr 2026.