Rakuten Securities’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Rakuten Securities’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	-1,000	Closed	-$77.9K	–	896
2025 Q4	$77.9K	Buy	+1,000	New	+$78.2K	0.03%	202
2025 Q2	–	Sell	-5	Closed	-$383	–	848
2025 Q1	$383	Sell	5 -62	-93%	-$4.68K	﹤0.01%	735
2024 Q4	$5.01K	Buy	67 +6	+10%	+$456	﹤0.01%	476
2024 Q3	$4.78K	Sell	61 -20	-25%	-$1.54K	﹤0.01%	422
2024 Q2	$6.07K	Buy	81 +69	+575%	+$5.13K	﹤0.01%	378
2024 Q1	$905	Buy	+12	New	+$904	﹤0.01%	574

Other funds holding BIV

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

TLFA

True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Rakuten Securities's BIV Position: Q1 2026 in Review

Rakuten Securities sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q1 2026, closing a stake of 1,000 shares — an estimated $77.9K sold.

Rakuten Securities first reported a position in BIV in Q1 2024 and held it in 6 quarters. The position peaked at $77.9K in Q4 2025. 1,013 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

Rakuten Securities reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q1 2026 after selling out during the quarter.
Rakuten Securities sold 1,000 Vanguard Intermediate-Term Bond ETF shares in Q1 2026, an estimated $77.9K.
Rakuten Securities first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2024 and held it in 6 quarters.
Rakuten Securities's Vanguard Intermediate-Term Bond ETF position peaked at $77.9K in Q4 2025.
1,013 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

Based on Rakuten Securities's 13F filing for Q1 2026, filed 1 May 2026.