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Potomac Fund Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Potomac Fund 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 		$211K Buy
2,737
+65
+2% +$5.06K 0.01% 103
2025
Q4 		$208K Sell
2,672
-4
-0.1% -$313 0.01% 106
2025
Q3 		$209K Sell
2,676
-19
-0.7% -$1.47K 0.01% 100
2025
Q2 		$206K Sell
2,695
-333
-11% -$25.4K 0.01% 96
2025
Q1 		$229K Buy
3,028
+18
+0.6% +$1.36K 0.1% 69
2024
Q4 		$225K Buy
+3,010
New +$229K 0.01% 93

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

Potomac Fund Management's BIV Position: Q1 2026 in Review

Potomac Fund Management increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 2.4% in Q1 2026, buying an estimated $5.06K and bringing the position to 2,737 shares worth $211K. The position accounts for 0.01% of the portfolio, ranked #103.

Potomac Fund Management first reported a position in BIV in Q4 2024 and has held it in 6 quarters since. The position peaked at $229K in Q1 2025. 1,005 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

  • Potomac Fund Management held 2,737 shares of Vanguard Intermediate-Term Bond ETF worth $211K as of Q1 2026.
  • Potomac Fund Management bought 65 Vanguard Intermediate-Term Bond ETF shares in Q1 2026, an estimated $5.06K.
  • Vanguard Intermediate-Term Bond ETF made up 0.01% of Potomac Fund Management's portfolio in Q1 2026, its #103 holding.
  • Potomac Fund Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • Potomac Fund Management's Vanguard Intermediate-Term Bond ETF position peaked at $229K in Q1 2025.
  • 1,005 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

Based on Potomac Fund Management's 13F filing for Q1 2026, filed 14 May 2026.