Refined Wealth Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Refined Wealth Management’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	–	Sell	-98,070	Closed	-$7.64M	–	52
2025 Q4	$7.64M	Sell	98,070 -3,727	-4%	-$291K	5.14%	8
2025 Q3	$7.95M	Buy	101,797 +4,575	+5%	+$354K	5.11%	9
2025 Q2	$7.52M	Buy	97,222 +178	+0.2%	+$13.6K	5.17%	8
2025 Q1	$7.43M	Buy	+97,044	New	+$7.32M	6.08%	8

Other funds holding BIV

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

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

Refined Wealth Management's BIV Position: Q1 2026 in Review

Refined Wealth Management sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q1 2026, closing a stake of 98,070 shares — an estimated $7.64M sold.

Refined Wealth Management first reported a position in BIV in Q1 2025 and held it in 4 quarters. The position peaked at $7.95M in Q3 2025. 1,013 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

Refined Wealth Management reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q1 2026 after selling out during the quarter.
Refined Wealth Management sold 98,070 Vanguard Intermediate-Term Bond ETF shares in Q1 2026, an estimated $7.64M.
Refined Wealth Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2025 and held it in 4 quarters.
Refined Wealth Management's Vanguard Intermediate-Term Bond ETF position peaked at $7.95M in Q3 2025.
1,013 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

Based on Refined Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.