RWI
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Red Wave Investments’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Red Wave Investments’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 		$3.45M Sell
44,925
-1,307
-3% -$100K 0.88% 23
2026
Q1 		$3.57M Sell
46,232
-280
-0.6% -$21.8K 1.07% 23
2025
Q4 		$3.62M Sell
46,512
-311
-0.7% -$24.3K 1.08% 22
2025
Q3 		$3.66M Sell
46,823
-1,504
-3% -$116K 1.12% 22
2025
Q2 		$3.74M Sell
48,327
-1,444
-3% -$110K 1.23% 22
2025
Q1 		$3.81M Sell
49,771
-842
-2% -$63.5K 1.37% 19
2024
Q4 		$3.78M Sell
50,613
-3,016
-6% -$229K 1.32% 20
2024
Q3 		$4.2M Sell
53,629
-2,622
-5% -$202K 1.47% 19
2024
Q2 		$4.21M Sell
56,251
-257
-0.5% -$19.1K 1.55% 19
2024
Q1 		$4.26M Sell
56,508
-2,259
-4% -$170K 1.6% 18
2023
Q4 		$4.49M Sell
58,767
-4,137
-7% -$303K 1.77% 18
2023
Q3 		$4.55M Sell
62,904
-6
-0% -$444 1.94% 18
2023
Q2 		$4.73M Sell
62,910
-201
-0.3% -$15.3K 1.91% 18
2023
Q1 		$4.84M Sell
63,111
-5,738
-8% -$435K 2.01% 17
2022
Q4 		$5.12M Sell
68,849
-2,968
-4% -$220K 2.16% 16
2022
Q3 		$5.28M Buy
71,817
+4,485
+7% +$347K 2.28% 14
2022
Q2 		$5.23M Sell
67,332
-860
-1% -$67.4K 2.15% 15
2022
Q1 		$5.58M Buy
68,192
+515
+0.8% +$43.5K 1.98% 17
2021
Q4 		$5.93M Sell
67,677
-3,145
-4% -$279K 2.02% 17
2021
Q3 		$6.33M Buy
70,822
+628
+0.9% +$56.9K 2.28% 15
2021
Q2 		$6.32M Buy
70,194
+2,410
+4% +$215K 2.36% 15
2021
Q1 		$6.01M Buy
67,784
+4,169
+7% +$379K 2.47% 14
2020
Q4 		$5.91M Buy
+63,615
New +$5.92M 2.64% 13

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
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
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

Red Wave Investments's BIV Position: Q2 2026 in Review

Red Wave Investments reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 2.8% in Q2 2026, selling an estimated $100K and leaving 44,925 shares worth $3.45M. The position accounts for 0.88% of the portfolio, ranked #23.

Red Wave Investments first reported a position in BIV in Q4 2020 and has held it in 23 quarters since. The position peaked at $6.33M in Q3 2021. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • Red Wave Investments held 44,925 shares of Vanguard Intermediate-Term Bond ETF worth $3.45M as of Q2 2026.
  • Red Wave Investments sold 1,307 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $100K.
  • Vanguard Intermediate-Term Bond ETF made up 0.88% of Red Wave Investments's portfolio in Q2 2026, its #23 holding.
  • Red Wave Investments first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2020 and has held it in 23 quarters since.
  • Red Wave Investments's Vanguard Intermediate-Term Bond ETF position peaked at $6.33M in Q3 2021.
  • 1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Red Wave Investments's 13F filing for Q2 2026, filed 6 Aug 2026.