RIG
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Ramiah Investment Group’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Ramiah Investment Group’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
Q2 		$668K Buy
8,711
+45
+0.5% +$3.46K 0.51% 28
2026
Q1 		$669K Sell
8,666
-339
-4% -$26.4K 4.47% 4
2025
Q4 		$701K Sell
9,005
-362
-4% -$28.3K 0.61% 24
2025
Q3 		$731K Sell
9,367
-202
-2% -$15.6K 0.65% 23
2025
Q2 		$740K Sell
9,569
-562
-6% -$42.8K 0.8% 23
2025
Q1 		$776K Sell
10,131
-3,067
-23% -$231K 0.74% 17
2024
Q4 		$986K Buy
13,198
+2,533
+24% +$193K 0.9% 23
2024
Q3 		$836K Buy
10,665
+844
+9% +$65.1K 0.79% 22
2024
Q2 		$736K Buy
9,821
+984
+11% +$73.1K 0.72% 33
2024
Q1 		$666K Buy
8,837
+895
+11% +$67.5K 0.63% 42
2023
Q4 		$607K Sell
7,942
-1,646
-17% -$121K 0.57% 41
2023
Q3 		$693K Buy
9,588
+1,147
+14% +$84.8K 0.72% 31
2023
Q2 		$635K Sell
8,441
-1,019
-11% -$77.6K 0.62% 41
2023
Q1 		$726K Buy
9,460
+420
+5% +$31.8K 0.66% 34
2022
Q4 		$672K Buy
9,040
+520
+6% +$38.5K 3.62% 16
2022
Q3 		$626K Sell
8,520
-1,529
-15% -$118K 3.79% 14
2022
Q2 		$780K Sell
10,049
-189
-2% -$14.8K 0.64% 27
2022
Q1 		$839K Buy
10,238
+248
+2% +$20.9K 0.58% 38
2021
Q4 		$875K Buy
9,990
+790
+9% +$70.1K 0.59% 31
2021
Q3 		$823K Buy
9,200
+1,109
+14% +$100K 0.59% 43
2021
Q2 		$728K Buy
8,091
+4,999
+162% +$447K 0.52% 47
2021
Q1 		$274K Buy
3,092
+171
+6% +$15.5K 0.21% 56
2020
Q4 		$271K Sell
2,921
-20
-0.7% -$1.86K 0.23% 55
2020
Q3 		$275K Buy
+2,941
New +$275K 0.27% 53
2020
Q2 		– Sell
-6,315
Closed -$564K – 80
2020
Q1 		$564K Sell
6,315
-202
-3% -$17.9K 1% 18
2019
Q4 		$568K Buy
+6,517
New +$571K 0.56% 26

Other funds holding BIV

ZF
Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
BA
BCM Advisors Lafayette, Louisiana $514M AUM 20.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DWS
Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 20.96% 1-Year Est. Return

Ramiah Investment Group's BIV Position: Q2 2026 in Review

Ramiah Investment Group increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 0.52% in Q2 2026, buying an estimated $3.46K and bringing the position to 8,711 shares worth $668K. The position accounts for 0.51% of the portfolio, ranked #28.

Ramiah Investment Group first reported a position in BIV in Q4 2019 and has held it in 26 quarters since. The position peaked at $986K in Q4 2024. 480 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • Ramiah Investment Group held 8,711 shares of Vanguard Intermediate-Term Bond ETF worth $668K as of Q2 2026.
  • Ramiah Investment Group bought 45 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $3.46K.
  • Vanguard Intermediate-Term Bond ETF made up 0.51% of Ramiah Investment Group's portfolio in Q2 2026, its #28 holding.
  • Ramiah Investment Group first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2019 and has held it in 26 quarters since.
  • Ramiah Investment Group's Vanguard Intermediate-Term Bond ETF position peaked at $986K in Q4 2024.
  • 480 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Ramiah Investment Group's 13F filing for Q2 2026, filed 16 Jul 2026.