Raymond James Financial’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Raymond James Financial’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	$184M	Sell	2,400,546 -122,734	-5%	-$9.42M	0.05%	345
2026 Q1	$195M	Buy	2,523,280 +279,712	+12%	+$21.8M	0.06%	283
2025 Q4	$175M	Buy	2,243,568 +95,213	+4%	+$7.45M	0.05%	304
2025 Q3	$168M	Buy	2,148,355 +225,051	+12%	+$17.4M	0.05%	314
2025 Q2	$149M	Buy	1,923,304 +322,207	+20%	+$24.5M	0.05%	335
2025 Q1	$123M	Buy	1,601,097 +204,101	+15%	+$15.4M	0.05%	363
2024 Q4	$104M	Buy	+1,396,996	New	+$106M	0.04%	421

Other funds holding BIV

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

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

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

Raymond James Financial's BIV Position: Q2 2026 in Review

Raymond James Financial reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 4.9% in Q2 2026, selling an estimated $9.42M and leaving 2,400,546 shares worth $184M. The position accounts for 0.05% of the portfolio, ranked #345.

Raymond James Financial first reported a position in BIV in Q4 2024 and has held it in 7 quarters since. The position peaked at $195M in Q1 2026. 1,024 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

Raymond James Financial held 2,400,546 shares of Vanguard Intermediate-Term Bond ETF worth $184M as of Q2 2026.
Raymond James Financial sold 122,734 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $9.42M.
Vanguard Intermediate-Term Bond ETF made up 0.05% of Raymond James Financial's portfolio in Q2 2026, its #345 holding.
Raymond James Financial first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2024 and has held it in 7 quarters since.
Raymond James Financial's Vanguard Intermediate-Term Bond ETF position peaked at $195M in Q1 2026.
1,024 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.