Raymond James Financial
BIV icon

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
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $1.73B AUM 9.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial's BIV Position: Q1 2026 in Review

Raymond James Financial increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 12% in Q1 2026, buying an estimated $21.8M and bringing the position to 2,523,280 shares worth $195M. The position accounts for 0.06% of the portfolio, ranked #283.

Raymond James Financial first reported a position in BIV in Q4 2024 and has held it in 6 quarters since. 1,008 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

  • Raymond James Financial held 2,523,280 shares of Vanguard Intermediate-Term Bond ETF worth $195M as of Q1 2026.
  • Raymond James Financial bought 279,712 Vanguard Intermediate-Term Bond ETF shares in Q1 2026, an estimated $21.8M.
  • Vanguard Intermediate-Term Bond ETF made up 0.06% of Raymond James Financial's portfolio in Q1 2026, its #283 holding.
  • Raymond James Financial first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • 1,008 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.