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

rebel 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 		$11.9M Buy
154,175
+10,135
+7% +$789K 5.16% 4
2025
Q4 		$11.2M Buy
+144,040
New +$11.3M 4.79% 5
2025
Q3 		– Sell
-136,077
Closed -$10.5M – 5
2025
Q2 		$10.5M Buy
+136,077
New +$10.4M 4.8% 5

Other funds holding BIV

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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 $187B AUM 21.7% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Baird Financial Group
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

rebel Financial's BIV Position: Q1 2026 in Review

rebel Financial increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 7% in Q1 2026, buying an estimated $789K and bringing the position to 154,175 shares worth $11.9M. The position accounts for 5.16% of the portfolio, ranked #4.

rebel Financial first reported a position in BIV in Q2 2025 and has held it in 3 quarters since. 1,013 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

  • rebel Financial held 154,175 shares of Vanguard Intermediate-Term Bond ETF worth $11.9M as of Q1 2026.
  • rebel Financial bought 10,135 Vanguard Intermediate-Term Bond ETF shares in Q1 2026, an estimated $789K.
  • Vanguard Intermediate-Term Bond ETF made up 5.16% of rebel Financial's portfolio in Q1 2026, its #4 holding.
  • rebel Financial first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2025 and has held it in 3 quarters since.
  • 1,013 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

Based on rebel Financial's 13F filing for Q1 2026, filed 24 Apr 2026.